Strategic Account Director

🔥 3 hours ago

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Boldin

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💳 Fintech

☁️ SaaS

Fintech • SaaS

Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses — including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring — plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNER® advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.

📋 Description

• Own the full client lifecycle — from post-sale onboarding and implementation through renewal, expansion, and the ongoing long-term relationship — as the primary point of contact throughout • Serve as the senior leader and main point of contact across assigned accounts; Drive strategic account planning, renewals, and expansion opportunities • Build and maintain deep, executive-level client relationships that position Boldin as a long-term strategic partner; ensure ongoing client success through proactive communication, regular touchpoints, QBRs, and client satisfaction surveys • Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team • Monitor key success metrics and client health scores to anticipate needs and mitigate churn risk • Operate with significant latitude in a lean, fast-moving environment — spotting where the practice needs to grow and helping build it, rather than waiting for a fully defined playbook • As an early team member, help set the standard for what great strategic account management looks like at Boldin and influence the model future hires will run on • Collaborate closely with Sales to scope and develop tailored proposals, leveraging the Ideal Customer Profile (ICP) to ensure strategic fit and alignment with both client needs and company objectives. • Serve as the liaison between Sales, Success and Product teams, facilitating communication and feedback to ensure solutions meet client requirements and support long-term business strategy. • Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product enhancements • Travel to client sites and industry events as needed to strengthen relationships and represent Boldin

🎯 Requirements

• 5+ years of experience in client account management, customer success, or program management roles in SaaS or fintech environments • Experience evolving or scaling an account management /customer success practice at an early-stage or fast-growing company — comfortable improving on a foundation while building what's still missing • Proven track record of growing and expanding large, sophisticated accounts • Excellent interpersonal, communication, and client-facing skills, including experience working with internal and external executive stakeholders • Strategic mindset with strong problem-solving and commercial acumen • Self-directed and comfortable with latitude, ambiguity, and shifting priorities, navigating ambiguity in a fast-paced, remote-first environment • Experience in financial planning, wellness, or benefits platforms is a strong plus • Willingness to travel occasionally for client meetings and events