Account Manager

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🕒 May 8

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Red Oak ISD

WebsiteLinkedInAll Job Openings

501 - 1000 employees

📋 Compliance

💳 Fintech

Compliance • Fintech • Software

Red Oak ISD is a leading provider of intelligent compliance software, specializing in AI-powered solutions tailored for the financial services industry. The company offers a comprehensive suite of compliance tools that facilitate advertising review, registration management, and social media compliance, enabling firms to efficiently manage their regulatory obligations. Red Oak ISD is dedicated to delivering top-notch consulting services and exceptional customer support, ensuring that over 2,300 financial firms can navigate compliance challenges with confidence and ease.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Limited travel is required.