Account Manager

Vaga não está no LinkedIn

🕒 Maio 8

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Red Oak ISD

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

📋 Conformidade

💳 Fintech

Compliance • Fintech • Software

A Red Oak ISD é uma provedora líder em software de conformidade inteligente, especializada em soluções baseadas em IA personalizadas para a indústria de serviços financeiros. A empresa oferece um conjunto abrangente de ferramentas de conformidade que facilitam a revisão de publicidade, gestão de registros e conformidade com mídias sociais, permitindo que as empresas gerenciem eficientemente suas obrigações regulatórias. A Red Oak ISD está dedicada a fornecer serviços de consultoria de alta qualidade e suporte ao cliente excepcional, garantindo que mais de 2. 300 empresas financeiras possam navegar com confiança e facilidade pelos desafios de conformidade.

Descrição

• Manage a portfolio of existing client accounts, ensuring high levels of satisfaction, retention, and engagement. • Identify and activate upsell and cross-sell opportunities by aligning client needs with Red Oak's expanding product suite. • Serve as the primary point of contact for client communications, issue resolution, and strategic planning. • Collaborate with Sales, Product, and Client Success teams to ensure seamless onboarding, adoption, and ongoing value delivery. • Take the lead on expansions and amendments, ensuring accuracy, compliance, and timely execution. • Monitor account health metrics, usage trends, and client feedback to proactively address risks and uncover growth opportunities. • Maintain a deep understanding of Red Oak's platform capabilities and how they can be applied to solve client-specific challenges. • Stay informed on industry trends, regulatory changes, and client business developments to provide relevant, forward-looking guidance. • Represent Red Oak at client meetings, industry events, and conferences to strengthen relationships and promote our brand.

🎯 Requisitos

• 7+ years of account management, account executive or client-facing roles within a SaaS or financial services technology environment. • Proven track record in both investment wholesaling and enterprise software sales. • Proven ability to meet or exceed sales targets, drive the sales process from plan to close, and position complex solutions effectively. • Strong verbal and written communication skills, with the ability to present, negotiate, and influence stakeholders at all levels. • Demonstrated success working cross-functionally with Sales, Product, and Client Success teams to deliver coordinated client outcomes. • Familiarity with financial services workflows, compliance requirements, and SaaS business models. • Proactive, self-motivated, and highly accountable, with a strong desire to thrive in a high-growth, client-centric environment. • AI tools are a standard part of account management workflows — drafting client communications, summarizing meetings and tracking upsell opportunities.

🏖️ Benefícios

• Limited travel is required.