Account Manager, Mid-Market

Job Summary

Managing a focused book of RIAs and independent advisory firms, the full-time Account Manager, Mid-Market will drive adoption, retention, and expansion while engaging key stakeholders remotely.

Key Responsibilities

• Lead consultative processes to develop clear account strategies based on each firm's goals and priorities
• Negotiate and close expansion and renewal deals with firm owners and decision-makers
• Run business reviews with firm leadership to demonstrate value and align on next steps

Required Qualifications

• Minimum 3 years of experience in SaaS account management or sales with a proven track record of exceeding quotas
• Experience managing relationships with RIAs, independent advisory firms, or financial services companies
• Strong understanding of financial services workflows and client management practices
• Excellent communication and negotiation skills, with experience running business reviews
• Bonus: Familiarity with fintech, wealthtech, or financial services; experience with RIAs or broker-dealers