Account Manager

🕒 Outubro 6

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $65.000 - $70.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Nitrogen

Nitrogen

201 - 500 funcionários

Fundada em 2011

💼 Consultoria

📣 Marketing

💸 Finanças

Consulting • Marketing • Finance

A Nitrogen é uma plataforma projetada para consultores financeiros e empresas de gestão de patrimônio, visando melhorar o engajamento dos clientes e otimizar os processos empresariais. A empresa oferece um conjunto de ferramentas, incluindo a plataforma Riskalyze, que ajuda a alinhar a tolerância ao risco dos clientes com propostas de investimentos e gestão de portfólios. A Nitrogen foca em construir confiança entre consultores e clientes, fornecendo análises profundas, modelagem de risco e integrações de software fluidas. Com produtos como o Marketing Center e o Command Center, a Nitrogen auxilia no monitoramento de portfólios, avaliação de riscos e comunicação com clientes, facilitando o crescimento dos negócios e melhorando a satisfação dos clientes.

Descrição

• Engage Advisor Direct customers throughout the customer journey to improve health metrics, drive renewals, expand partnerships, and generate referrals • Facilitate value-based sales calls with existing customers • Follow operational processes for contract amendments, upsells, upgrades, renewals, and cancellations • Identify, prioritize, and complete account-growth opportunities • Participate in the ideation and execution of the Advisor Direct Engagement Strategy • Use marketing campaigns to increase engagement, product adoption, and growth opportunities • Maintain accurate account, contact, and user data in Salesforce • Participate in team, cross-functional, product-training, and company-wide meetings • Establish one-to-many engagement activities across the book of business • Engage advisors and help them become proficient with Nitrogen products • Recommend training opportunities and partner with the Coaching team • Discover and close additional ARR opportunities • Create and execute webinars, office hours, and other engagement activities • Manage billing and contract-related customer cases through resolution • Participate in call reviews for continuous improvement • Complete accurate and timely performance reporting • Share customer product enhancement requests and feedback • Assign and communicate priorities for customer escalations and follow SOPs for solutions • Achieve customer retention goals • Process renewal rate increases and provide required customer notice • Save or win back customers requesting cancellation

🎯 Requisitos

• 2 years at a technology company with a SaaS subscription model • 2 years in a customer-facing role in technology • 1 year using Salesforce daily as part of a core role • College degree or equivalent work experience • Ability to build rapport and act as a trusted partner with customers • Effective written and verbal communication skills • Ability to accept feedback and continuously improve • Adaptability in a fast-paced and changing environment • Ability to identify patterns and escalate appropriately • Ability to prioritize and own responsibilities from start to finish • Ability to collaborate as a team player • Creativity and thoughtful problem-solving • Familiarity with advisors, broker-dealers, corporate RIAs, custodians, clearing firms, asset managers, and compliance departments • Experience with Salesforce reports and Google Sheets, Numbers, or Excel • Ability to analyze data to make decisions

🏖️ Benefícios

• 4% 401(k) match • Free financial planning services • Medical, dental and vision insurance plans • Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) • Generous maternity and paternity leave • Discounted pet insurance • 3 weeks vacation and 1 week sick time per year • 11 paid company holidays per year • Remote and in-person team building activities • Company-wide meetings held by the CEO • Leadership training, mentorship, and industry resources

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