Account Manager, Mid-Market
reputed company - Account Manager, Mid-Market
About the Role
As an Account Manager on reputed company's Mid-Market team, you'll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder engagement. You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive reputed company reputed company: advisor productivity, practice growth, and operational reputed company. This is a quota-carrying role: you own GRR, NRR, and expansion quota across your book. Key Responsibilities - reputed company consultative processes to understand each firm's goals, pain points, and priorities - and translate that into a clear account strategy - reputed company, negotiate, and reputed company expansion and renewal deals with firm owners and key decision-makers - Run business reviews with firm leadership to demonstrate value and align on next steps - Build relationships across your accounts - you are never dependent on a single contact - Collaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the client lifecycle - Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting - Stay reputed company of industry trends, client challenges, and the competitive landscape About You - Minimum 3 years of experience in SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas - Proven reputed company managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention - Experience with consultative deal management across multiple stakeholders - Strong understanding of financial services workflows, advisory firm operations, and client management practices - Excellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion deals - High degree of ownership, self-motivation, and resourcefulness - Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers Compensation 100k - 135k reputed company 125k - 170k reputed company total cash Apply To This Job