Principal Enterprise Account Manager

🕒 Setembro 9

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $160.000 - $185.000 / ano

⏰ Tempo Integral

🔴 Especialista

💰 Gerente de Contas

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Wealth.com

51 - 200 funcionários

Fundada em 2021

💼 Consultoria

⚖️ Jurídico

🛡️ Seguros

Consulting • Legal • Insurance

Wealth. com é uma plataforma moderna de planejamento patrimonial liderada por consultores que auxilia consultores financeiros, advogados, empresas fiduciárias e corporações a criar, visualizar e gerenciar planos de patrimônio para clientes de todos os níveis de riqueza. A plataforma SaaS gera documentos legais de nível profissional, oferece um motor de IA (Ester®) para extrair e resumir planos complexos e fornece ferramentas como modelagem de cenários, relatórios visuais, armazenamento seguro (Vault) e integrações com sistemas financeiros para apoiar fluxos de trabalho de planejamento patrimonial de ponta a ponta. Wealth. com está posicionado para distribuição B2B por meio de gestores de riqueza e instituições e enfatiza segurança, alinhamento regulatório e escalabilidade.

Descrição

• Own a portfolio of strategic enterprise accounts with accountability for retention, expansion, and quota attainment • Build and execute strategic account plans identifying client priorities, whitespace, stakeholders, risks, and revenue-growth paths • Develop multi-threaded relationships from day-to-day champions to senior executives and economic buyers • Identify, develop, and close expansion opportunities across Wealth.com's platform and solutions • Own renewal and commercial conversations, including pricing, negotiation, procurement, and contracting • Serve as a trusted strategic advisor to enterprise clients • Lead executive business reviews and strategic conversations demonstrating measurable value • Monitor account health, adoption, engagement, and organizational dynamics to mitigate risk and identify growth opportunities • Own accurate revenue forecasts and pipelines • Partner with Sales, Product, Marketing, Support, Compliance, and leadership • Represent major clients internally and translate client and market insights into product and commercial strategy • Identify repeatable strategies and best practices for enterprise retention and expansion • Share best practices and help teammates grow within the Account Management team

🎯 Requisitos

• Ability to quickly establish credibility with sophisticated enterprise clients and develop a deep understanding of their businesses, priorities, and organizations • Strong executive presence and relationship management skills • Sharp commercial instincts and ability to navigate complex organizations • Ability to independently own a portfolio, protect existing revenue, build a healthy expansion pipeline, and consistently deliver against commercial targets • Ability to anticipate risks and opportunities before they surface • Confidence in executive and commercial conversations with a solution-oriented mindset • Strong teamwork skills • Eligibility to work in the U.S. • Resume required • Phone number required

🏖️ Benefícios

• Excellent medical, dental, and vision insurance options • 100% company-paid basic life insurance • Short-term and long-term disability insurance • 100% paid parental leave upon eligibility • Company equity managed through Carta • 401k with match and 100% vesting upon hire • Flexible PTO • Paid holidays and birthday time off • Free estate planning for life

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