Account Manager

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $65k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 0%

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.

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Nitrogen

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💼 Consulting

📣 Marketing

💸 Finance

Consulting • Marketing • Finance

Nitrogen is a platform designed for financial advisors and wealth management firms to enhance client engagement and streamline business processes. The company offers a suite of tools, including the Riskalyze platform, which helps align client risk tolerance with investment proposals and portfolio management. Nitrogen focuses on building trust between advisors and clients by providing deep analytics, risk modeling, and seamless software integrations. With products such as the Marketing Center and Command Center, Nitrogen aids in portfolio monitoring, risk assessment, and client outreach, facilitating business growth and improving client satisfaction.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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