SMB Account Manager

Wealth.com

Remote regions

US

Benefits

Unlimited PTO

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Your Responsibilities:

  • Responsible for maintaining and growing relationships with small to medium sized clients.
  • Collaborate with client to execute on goals and KPIs.
  • Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution.

Qualifications:

  • 1-3+ years of proven experience driving SaaS software adoption and expansion with enterprise level accounts.
  • Strong understanding of value drivers in recurring revenue business models.
  • Able to collaborate across the organization and with external stakeholders.

Benefits & Perks:

  • Competitive Salary.
  • Fully remote, flexible work environment.
  • Free estate planning for life!

Wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.

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