Account Manager
New
R
Red OakCompliance Technology
RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Artificial IntelligenceSalesforceNegotiationSaaSAccount Management
Requirements
- 3+ years in account management, account executive, or client-facing sales within SaaS
- Experience selling into financial services is a strong differentiator
- Comfort multi-threading across multiple stakeholders within a single account
- Strong Salesforce discipline: reliable forecasting and pipeline hygiene
- Experience navigating negotiation, legal, and procurement processes through to a signed contract
- AI fluency in your sales workflow for research, call prep, outreach, and deal analysis
- Clear, confident communication skills with C-suite stakeholders
Responsibilities
- Own expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals
- Build executive relationships with documented account plans and multi-year growth strategies
- Multi-thread across marketing, sales, and compliance stakeholders within complex accounts
- Build and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce
- Lead commercial negotiations from qualified opportunity through legal and procurement to a signed contract
- Use AI tools to research accounts, surface expansion signals, and accelerate deal prep
- Partner with Client Success, Product, and Sales to refine the expansion playbook as the platform evolves
- Represent Red Oak at industry events and client on-sites; approximately one trip per month
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