Enterprise Account Manager
New
Z
ZocksFintech SaaS
Remote USFull-TimeSenior
Salary$100-$110K base salary + $60K Commission for ~$170K OTE
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Job Details
- Experience
- 2 to 5 plus years
- Required Skills
- Data AnalysisSalesforceCustomer SuccessAccount Management
Requirements
- 2 to 5 plus years in Account Management, Customer Success, or Onboarding at a B2B SaaS company.
- Experience in wealth-tech, fintech, or regulated SaaS.
- Proven success driving fast time-to-value and strong renewals.
- Strong communication skills and confidence leading customer-facing calls.
- Comfortable working across Sales, Product, Engineering, Support, and RevOps.
- High technical curiosity with willingness to learn product workflows and integrations.
- Highly organized with strong operational discipline and attention to detail.
- Ability to manage multiple accounts at once and keep customers moving without friction.
- Background in onboarding or implementations with integrations and configuration steps (Bonus).
- Familiarity with Salesforce and SalesLoft (Bonus).
- Experience with health scoring, renewal processes, and churn prevention frameworks (Bonus).
Responsibilities
- Own the full post-sale lifecycle from contract signature through renewal.
- Manage structured onboarding for the first 60 days, including setup, configuration, and launch.
- Drive user activation and adoption through regular check-ins and performance reviews.
- Monitor customer engagement and health metrics to identify churn risks early.
- Execute renewal playbooks, forecasting, and contract negotiations.
- Maintain accurate records and customer data in Salesforce.
- Partner with Product and RevOps teams to provide feedback and improve onboarding processes.
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