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Nitrogen provides software for financial advisors and wealth management firms, helping them connect client risk profiles with investment recommendations and portfolio decisions. Its products support risk modeling, portfolio monitoring, analytics, marketing, and client outreach, while integrations help firms bring these workflows into their broader operations. By giving advisors clearer ways to assess risk and communicate with clients, Nitrogen’s platform is built to strengthen relationships and support more efficient wealth management practices.
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.
United States$65,000 – $70,000 / year
RemoteFull-timeJuniorMiddleEnglish RequiredAccount ManagerSalesDescription
- 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.
Requirements
- 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.
Benefits
- 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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