Account Manager

🕒 May 8

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 65%

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Red Oak ISD

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏥 Healthcare

📚 Education

Consulting • Healthcare • Education

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

• Own a sizable portfolio of midmarket and lower-enterprise accounts • Own expansion revenue end-to-end, including upsells, cross-sells, contract expansions, and renewals • Build executive relationships with documented account plans and multi-year growth strategies • Multi-thread across marketing, sales, and compliance stakeholders within complex accounts • Build and manage a strong pipeline at full ramp • Maintain disciplined Salesforce hygiene and accurate forecasting • Lead commercial negotiations from qualified opportunity through legal and procurement to a signed contract • Use AI tools to research accounts, identify expansion signals, and accelerate deal preparation • Use Gong for call review and deal-health signals • Use Claude for account research and commercial materials • Partner with Client Success, Product, and Sales to refine the expansion playbook • Represent Red Oak at industry events and client on-sites, approximately one trip per month

🎯 Requirements

• 3+ years in account management, account executive, or client-facing sales within SaaS • Experience selling into financial services is a strong differentiator, not a requirement • Comfort multi-threading across marketing, sales, and compliance stakeholders within a single account • Strong Salesforce discipline, including reliable forecasting and pipeline hygiene • Experience navigating negotiation, legal, and procurement processes through to a signed contract • AI fluency in sales workflow, including account research, call prep, outreach, and deal analysis • Clear, confident communication with C-suite stakeholders • Ability to represent Red Oak at industry events and client on-sites • Financial services or fintech background welcome but not required

🏖️ Benefits

• Equity Appreciation Rights: share in what we're building • Comprehensive health coverage: medical, dental, and vision • 401(k) with a 3% company contribution • 20 days PTO annually • Birthday off • Paid sick leave • Enhanced family leave • Life insurance • Remote work structure • Approximately one trip per month to industry events and client on-sites

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