Account Manager, Mid Market

🔥 10 hours ago

🇺🇸 United States – Remote

💵 $120k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• Serve as the strategic owner and primary point of contact for an assigned portfolio of accounts • Manage client health, retention, and revenue growth • Own the post-sale client lifecycle, driving deployment, adoption, and measurable value • Develop account strategies aligned with client goals and Wealth.com capabilities • Identify opportunities to deepen adoption and expand partnerships • Own renewal and expansion outcomes and manage commercial conversations • Monitor platform usage, engagement, and client health to uncover growth opportunities and mitigate churn risk • Build relationships with key stakeholders and decision-makers as a trusted strategic advisor • Lead client meetings, business reviews, and strategic planning conversations • Partner with Product, Engineering, Support, Compliance, and Sales to advocate for client needs and drive outcomes • Maintain account plans, forecasts, opportunity tracking, and client documentation • Identify repeatable strategies, best practices, and client insights to improve retention, expansion, and scalability

🎯 Requirements

• 3+ years in client management, account management, or operations within financial services, wealth management, or technology-driven environments • Prior experience managing client relationships with institutional banks or large financial institutions (preferred) • Experience with estate planning (strongly preferred) • Proven track record of managing high-value or complex client accounts and driving measurable results • Demonstrated success in cross-functional collaboration, problem-solving, and process improvement • Deep understanding of financial services workflows, client engagement strategies, or enterprise technology platforms • Strong organizational skills • Excellent verbal and written communication • Technical fluency with SaaS platforms • Ability to manage multiple concurrent workstreams • High emotional intelligence, attention to detail, client-first mindset, and proactive problem-solving approach • Eligibility to work in the U.S.

🏖️ Benefits

• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures • 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability • 100% Paid Parental Leave upon eligibility • Company equity managed through Carta • 401k with Match and 100% vesting upon hire • Flexible PTO • Paid holidays, including birthday time off • Free estate planning for life