Account Manager

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $65 000 - $70 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de Nitrogen, pas via un site d'emploi

Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de Nitrogen. Vérifiée il y a 3 jours.

Logo of Nitrogen

Nitrogen

201 - 500 employés

Fondée en 2011

💼 Conseil

📣 Marketing

💸 Finance

Consulting • Marketing • Finance

Nitrogen est une plateforme conçue pour les conseillers financiers et les sociétés de gestion de patrimoine afin d'améliorer l'engagement client et de rationaliser les processus d'affaires. L'entreprise offre une gamme d'outils, y compris la plateforme Riskalyze, qui aide à aligner la tolérance au risque des clients avec les propositions d'investissement et la gestion de portefeuille. Nitrogen met l'accent sur la construction de la confiance entre les conseillers et les clients en fournissant des analyses approfondies, des modélisations de risque et des intégrations logicielles transparentes. Avec des produits tels que le Marketing Center et le Command Center, Nitrogen aide à la surveillance des portefeuilles, à l'évaluation des risques et aux actions de communication client, facilitant ainsi la croissance des affaires et améliorant la satisfaction client.

Description

• Engage Advisor Direct customers throughout the customer journey to improve health metrics, drive renewals, expand partnerships, and generate referrals • Facilitate value-based sales calls with existing customers • Follow operational processes for contract amendments, upsells, upgrades, renewals, and cancellations • Identify, prioritize, and complete account-growth opportunities • Participate in the ideation and execution of the Advisor Direct Engagement Strategy • Use marketing campaigns to increase engagement, product adoption, and growth opportunities • Maintain accurate account, contact, and user data in Salesforce • Participate in team, cross-functional, product-training, and company-wide meetings • Establish one-to-many engagement activities across the book of business • Engage advisors and help them become proficient with Nitrogen products • Recommend training opportunities and partner with the Coaching team • Discover and close additional ARR opportunities • Create and execute webinars, office hours, and other engagement activities • Manage billing and contract-related customer cases through resolution • Participate in call reviews for continuous improvement • Complete accurate and timely performance reporting • Share customer product enhancement requests and feedback • Assign and communicate priorities for customer escalations and follow SOPs for solutions • Achieve customer retention goals • Process renewal rate increases and provide required customer notice • Save or win back customers requesting cancellation

🎯 Exigences

• 2 years at a technology company with a SaaS subscription model • 2 years in a customer-facing role in technology • 1 year using Salesforce daily as part of a core role • College degree or equivalent work experience • Ability to build rapport and act as a trusted partner with customers • Effective written and verbal communication skills • Ability to accept feedback and continuously improve • Adaptability in a fast-paced and changing environment • Ability to identify patterns and escalate appropriately • Ability to prioritize and own responsibilities from start to finish • Ability to collaborate as a team player • Creativity and thoughtful problem-solving • Familiarity with advisors, broker-dealers, corporate RIAs, custodians, clearing firms, asset managers, and compliance departments • Experience with Salesforce reports and Google Sheets, Numbers, or Excel • Ability to analyze data to make decisions

🏖️ Avantages

• 4% 401(k) match • Free financial planning services • Medical, dental and vision insurance plans • Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) • Generous maternity and paternity leave • Discounted pet insurance • 3 weeks vacation and 1 week sick time per year • 11 paid company holidays per year • Remote and in-person team building activities • Company-wide meetings held by the CEO • Leadership training, mentorship, and industry resources

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