Account Manager, Enterprise

Job Summary

Managing day-to-day client relationships, the full-time Account Manager, Enterprise will serve as the primary contact for large banking organizations, ensuring seamless deployment and adoption of the platform while working remotely.

Key Responsibilities

• Serve as the strategic owner and primary point of contact for an assigned portfolio of accounts, accountable for client health, retention, and revenue growth
• Drive successful deployment and adoption of the platform while developing account strategies that align client goals with company capabilities
• Build strong relationships with key stakeholders, leading client meetings and strategic planning conversations to ensure successful outcomes

Required Qualifications

• 5+ years in client management, account management, or operations within financial services or technology-driven environments
• Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is preferred
• Proven track record of managing high-value or complex client accounts and driving measurable results
• Demonstrated success in cross-functional collaboration and process improvement
• Deep understanding of financial services workflows and client engagement strategies