Wealth.com

Private Company
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Open Positions7

Remote, United StatesFull-TimeWealth Management TechnologyPosted
  • Own a portfolio of strategic enterprise accounts with direct accountability for retention, expansion, and quota attainment.
  • Build and execute strategic account plans that identify client priorities, whitespace, key stakeholders, risks, and clear paths to revenue growth.
  • Develop deep, multi-threaded relationships across client organizations, from day-to-day champions to senior executives and economic buyers.
  • Proactively identify, develop, and close expansion opportunities by connecting client needs to platform solutions.
  • Own renewal and commercial conversations, including pricing, negotiation, procurement, and contracting.
  • Lead executive business reviews and strategic conversations that demonstrate measurable value.
  • Maintain a strong command of account health, adoption, engagement, and organizational dynamics.
  • Partner closely with Sales, Product, Marketing, Support, and Compliance to mobilize resources.
  • Represent the voice of the largest clients internally to strengthen product and commercial strategy.
Account ManagementRelationship management
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