Account Manager

🔥 12 minutes ago

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Practifi

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

☁️ SaaS

💸 Finance

🤝 B2B

💰 $16.4M Series B - Practifi on 2020-01

SaaS • Finance • B2B

Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.

📋 Description

• Owning retention, renewal, and growth across a defined book of complex network, wealth management, enterprise, and trust accounts • Building and sustaining trusted relationships with C-suite, principal, and executive stakeholders across the full client organization • Leading proactive, structured business reviews that connect Practifi's value to each client's broader strategy • Identifying and leading expansion opportunities across multi-entity and cross-firm relationships • Running enterprise-scale renewal and expansion conversations • Building account plans that map stakeholders, expansion surface area, and commercial milestones • Being the client's advocate inside Practifi by carrying what you learn back to Support, Implementation, and Product

🎯 Requirements

• 7 to 10 years in client-facing account management, strategic customer success, or senior relationship management • Substantial experience in financial services, or strong, demonstrable working knowledge of wealth management, enterprise Registered Investment Advisor, trust company, or institutional firm dynamics • A real retention and expansion track record • Comfort and credibility in executive and C-suite conversations, and the judgment to navigate governance, compliance, procurement, and fiduciary complexity • Direct experience working with banks, trust companies, or bank-affiliated advisory practices (Nice-to-Have) • Familiarity with the Salesforce ecosystem or wealthtech platforms (Nice-to-Have) • Experience orchestrating cross-functional teams on multi-stakeholder, project-managed engagements (Nice-to-Have) • Experience leading change management and driving platform adoption across multi-stakeholder organizations (Nice-to-Have)

🏖️ Benefits

• 20 days Paid Leave • 10 sick days • 3 personal days • 3 volunteering days • $1,000 annual Learnbucks education stipend