Account Relationship Manager

Job Summary

Managing a portfolio of premier enterprise accounts, the full-time hybrid Account Relationship Manager will oversee client onboarding, implementation, and engagement while ensuring performance standards are met and driving account growth.

Key Responsibilities:

• Serve as the senior point of contact for assigned clients, guiding them through onboarding and post-launch engagement
• Collaborate cross-functionally to identify and execute expansion opportunities within existing accounts
• Lead executive-level meetings and strategic planning sessions to align client goals with product capabilities

Required Qualifications:

• 8+ years of experience in client relationship management, enterprise account management, or program management in a B2B SaaS, technology, or financial services organization
• Proven expertise in the broker dealer, recordkeeping, and financial advisory ecosystem
• Strong executive presence and experience engaging senior client stakeholders
• Demonstrated ability to manage large-scale programs and cross-functional initiatives
• Bachelor's degree in Business, Finance, or a related field; MBA or equivalent experience preferred