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Remote Account Manager - United States
Manage retention, renewals, product adoption, and expansion for Nitrogen’s AI-powered financial-advisor SaaS platform. Build trusted customer relationships while identifying growth opportunities and supporting Advisor Direct users.
संयुक्त राज्य$65,000 – $70,000 / वर्ष
रिमोटपूर्णकालिकजूनियरमध्य स्तरआवश्यक भाषा: अंग्रेज़ीअकाउंट मैनेजरबिक्रीविवरण
- Support Advisor Direct customers across their journey to improve account health, secure renewals, expand partnerships, and generate referrals.
- Lead value-focused sales conversations with existing customers.
- Follow established procedures for contract changes, upsells, upgrades, renewals, and cancellations.
- Identify, prioritize, and complete opportunities to grow assigned accounts.
- Help develop and deliver the Advisor Direct engagement strategy.
- Use marketing campaigns to strengthen engagement, product adoption, and account growth.
- Keep account, contact, and user records accurate in Salesforce.
- Attend team, cross-functional, product training, and company-wide meetings.
- Create scalable, one-to-many engagement programs across the customer portfolio.
- Help advisors build proficiency with Nitrogen products.
- Recommend relevant training and collaborate with the Coaching team.
- Identify and close additional annual recurring revenue opportunities.
- Plan and deliver webinars, office hours, and other customer engagement initiatives.
- Resolve billing and contract-related customer cases.
- Take part in call reviews to support ongoing improvement.
- Submit accurate performance reports on schedule.
- Communicate customer requests for product enhancements and other feedback.
- Set priorities for customer escalations and follow standard operating procedures through resolution.
- Meet customer retention targets.
- Process renewal rate increases and deliver required customer notices.
- Retain or recover customers who request cancellation.
आवश्यकताएँ
- At least two years of experience at a technology company with a SaaS subscription model.
- At least two years in a customer-facing technology role.
- At least one year using Salesforce daily in a core job function.
- A college degree or equivalent professional experience.
- Ability to build rapport and serve as a trusted customer partner.
- Strong written and verbal communication skills.
- Openness to feedback and commitment to continuous improvement.
- Ability to adapt in a fast-moving, changing environment.
- Skill in recognizing patterns and escalating issues appropriately.
- Ability to prioritize work and own responsibilities through completion.
- Collaborative approach and strong team orientation.
- Creative, considered approach to problem-solving.
- Familiarity with advisors, broker-dealers, corporate RIAs, custodians, clearing firms, asset managers, and compliance teams.
- Experience with Salesforce reports and Google Sheets, Numbers, or Excel.
- Ability to use data analysis to inform decisions.
लाभ
- 4% 401(k) employer match.
- Complimentary financial planning services.
- Medical, dental, and vision insurance options.
- Access to Health Savings Accounts or Flexible Spending Accounts.
- Generous maternity and paternity leave.
- Discounted pet insurance.
- Three weeks of vacation and one week of sick time annually.
- Eleven paid company holidays each year.
- Remote and in-person team-building activities.
- Company-wide meetings hosted by the CEO.
- Leadership training, mentorship, and industry resources.
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