SMB Account Manager

🕒 April 16

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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

• Maintain and grow relationships with small to medium sized clients • Ensure client satisfaction, drive revenue growth, and identify expansion and cross-selling opportunities • Manage account activities throughout the contract lifecycle to achieve renewal targets • Execute sales hand-offs, customer onboarding, adoption motions, business reviews, expansion motions, and renewal motions • Help develop Account Management processes and procedures • Collaborate with Marketing, Sales, Product, and other departments to increase member advocacy • Collaborate with clients to execute goals and KPIs • Escalate client issues, coordinate critical resources, and assist with partner issues through resolution • Facilitate frequent client touchpoint meetings and communications • Coordinate timelines of events and activities across divisions and functions • Use Salesforce and ChurnZero to track account data, activities, opportunities, and notes

🎯 Requirements

• 1–3+ years of proven experience driving SaaS software adoption and expansion with SMB-level accounts • Growth mindset and ability to thrive in a fast-paced, flexible startup environment • Ability to build customer rapport and address escalated client issues with speed and urgency • Strong understanding of value drivers in recurring revenue business models • Operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation, and planning • Ability to map the customer/member journey, including customer benefits and drawbacks at each step • Flexibility and agility when responding to evolving business priorities and ambiguity • Ability to collaborate across the organization and with external stakeholders • Ability to learn new technologies and explain them to customers with varying technical expertise • Ability to travel if needed • Bachelor’s Degree or equivalent years of experience • Bonus: experience managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, or Trust Companies • Eligibility to work in the U.S. and answers regarding current or future sponsorship needs are requested

🏖️ Benefits

• Fully remote, flexible work environment • In-person team meetings several times a year • Excellent Medical, Dental, and Vision insurance options • 100% Company Paid Basic Life Insurance • Short Term and Long Term Disability • 100% Paid Parental Leave upon eligibility • Company equity managed through Carta • 401k with Match and 100% vesting upon hire • Flexible PTO • Paid holidays • Birthday time off • Free estate planning for life