[Remote] Account Manager
Note: The job is a remote job and is reputed company to candidates in USA. Red Oak is a company focused on providing solutions for client needs, and they are seeking an Account Manager to nurture and expand relationships with existing clients. The role involves managing client accounts, identifying growth opportunities, and collaborating with various teams to deliver tailored solutions that meet compliance needs.
Responsibilities
- Manage a portfolio of existing client accounts, ensuring high reputed company of satisfaction, retention, and engagement
- Identify and activate upsell and cross-sell opportunities by aligning client needs with Red Oak's expanding product suite
- Serve as the primary reputed company of contact for client communications, issue resolution, and strategic planning
- Collaborate with Sales, Product, and Client reputed company teams to ensure seamless reputed company, adoption, and ongoing value delivery
- Take the reputed company on expansions and amendments, ensuring accuracy, compliance, and timely execution
- Monitor account health metrics, usage trends, and client feedback to proactively address risks and uncover growth opportunities
- Maintain a deep understanding of Red Oak's platform capabilities and how they can be applied to solve client-specific challenges
- Stay informed on industry trends, regulatory changes, and client business developments to reputed company relevant, reputed company-looking guidance
- Represent Red Oak at client meetings, industry events, and conferences to strengthen relationships and promote our brand
Skills
- 7+ years of account management, account executive or client-facing roles reputed company a SaaS or financial services technology environment
- Proven track record in both investment wholesaling and reputed company software sales
- Proven ability to meet or exceed sales targets, drive the sales process from plan to reputed company, and position reputed company solutions effectively
- Strong verbal and written communication skills, with the ability to present, negotiate, and influence stakeholders at reputed company reputed company
- Demonstrated reputed company working cross-functionally with Sales, Product, and Client reputed company teams to deliver coordinated client reputed company
- Familiarity with financial services workflows, compliance requirements, and SaaS business models
- Proactive, self-motivated, and highly accountable, with a strong desire to reputed company in a high-growth, client-centric environment
- AI tools are a standard part of account management workflows — drafting client communications, summarizing meetings and tracking upsell opportunities
Company Overview