Enterprise Account Manager

🕒 September 9

🏢🏡 New York City – Hybrid

💵 $150k - $185k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 25%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 67 days.
• Jobs at this company usually fill in 45 days.
• Reposted once.

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Wealth

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.

📋 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 on clients' businesses, operating models, priorities, and growth opportunities • Lead executive business reviews and strategic conversations demonstrating measurable value • Monitor account health, adoption, engagement, and organizational dynamics to mitigate risk and identify growth • Maintain accurate revenue forecasts and pipelines covering expansion opportunities, renewals, risks, decision-makers, and next steps • Partner with Sales, Product, Marketing, Support, Compliance, and leadership around strategic opportunities and client needs • Represent major clients internally and translate market insights into product and commercial strategy improvements • Identify repeatable strategies and best practices for enterprise retention and expansion • Share best practices, help teammates grow, and contribute a collaborative, solution-oriented approach

🎯 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 to share what works, help others grow, and contribute to raising the bar across the Account Management team • Eligibility to work in the U.S. • No stated education requirement or minimum experience requirement

🏖️ 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, including birthday time off • Free estate planning for life

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