VP, Enterprise Account Management

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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• Build, lead, and manage a team of enterprise account managers, providing mentorship, performance management, and ongoing coaching to ensure team success. • Collaborate with the account management team to create tailored strategic account plans for eMoney's largest and most complex customers, ensuring alignment with customer goals and long-term objectives. • Lead the delivery of quarterly business reviews and oversee the negotiation of high-value, multi-year renewals, ensuring that the terms maximize the value eMoney delivers while maintaining strong customer relationships. • Lead efforts to enhance customer retention through proactive relationship management, identifying opportunities for cross-sell and upsell, and driving adoption of new eMoney products and services. • Partner with marketing, product, and customer support teams to ensure a seamless customer experience, driving product feedback and ensuring solutions meet customer needs. Generate ideas for introducing new products and services with the goal of increasing client retention and client growth. • Track and analyze key performance metrics related to account management, customer satisfaction including net promotor score, and revenue growth to inform strategy and decisions. Ensure regular forecast accuracy. • Regularly communicate with senior leadership on team performance, customer feedback, renewal status, and key account health. • Responsible for ensuring the overall success of the team in meeting and exceeding sales quotas and retention targets, while creating a culture of accountability and performance excellence. • Compensation will be directly linked to team success in achieving revenue goals, quota attainment, and customer retention.

🎯 Requirements

• 10+ years in enterprise account management leadership, sales, or customer success in B2B SaaS, preferably with at least 5 years serving the financial services industry. • Degree in Business, Communications, or a related field. • Proven track record of exceeding assigned quota and leading and inspiring teams, fostering a high-performance culture, and developing future leaders. • Periodic travel throughout the United States is required for this role • Demonstrated ability to build and maintain strong executive-level relationships. • Proven experience owning or heavily influencing multi-year enterprise renewals and expansion deals

🏖️ Benefits

• health insurance • retirement contributions • paid time off • parental leave • sick leave