Principal Enterprise Account Manager

🔥 5 minutes ago

🇺🇸 United States – Remote

💵 $160k - $185k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 1%

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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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• Own a portfolio of strategic enterprise accounts with accountability for retention, expansion, and quota attainment • Build and execute strategic account plans identifying client priorities, whitespace, stakeholders, risks, and revenue-growth paths • Develop multi-threaded relationships from day-to-day champions to senior executives and economic buyers • Identify, develop, and close expansion opportunities across Wealth.com's platform and solutions • Own renewal and commercial conversations, including pricing, negotiation, procurement, and contracting • Serve as a trusted strategic advisor to enterprise clients • Lead executive business reviews and strategic conversations demonstrating measurable value • Monitor account health, adoption, engagement, and organizational dynamics to mitigate risk and identify growth opportunities • Own accurate revenue forecasts and pipelines • Partner with Sales, Product, Marketing, Support, Compliance, and leadership • Represent major clients internally and translate client and market insights into product and commercial strategy • Identify repeatable strategies and best practices for enterprise retention and expansion • Share best practices and help teammates grow within the Account Management team

🎯 Requirements

• Ability to quickly establish credibility with sophisticated enterprise clients and develop a deep understanding of their businesses, priorities, and organizations • Strong executive presence and relationship management skills • Sharp commercial instincts and ability to navigate complex organizations • Ability to independently own a portfolio, protect existing revenue, build a healthy expansion pipeline, and consistently deliver against commercial targets • Ability to anticipate risks and opportunities before they surface • Confidence in executive and commercial conversations with a solution-oriented mindset • Strong teamwork skills • Eligibility to work in the U.S. • Resume required • Phone number required

🏖️ Benefits

• Excellent medical, dental, and vision insurance options • 100% company-paid basic life insurance • Short-term and long-term disability insurance • 100% paid parental leave upon eligibility • Company equity managed through Carta • 401k with match and 100% vesting upon hire • Flexible PTO • Paid holidays and birthday time off • Free estate planning for life