Offer summary

Qualifications:

10+ years in enterprise account management leadership, sales, or customer success in B2B SaaS, preferably in financial services., Degree in Business, Communications, or a related field., Proven track record of exceeding assigned quotas and leading high-performance teams., Strong analytical skills with proficiency in forecasting and CRM tools..

Key responsabilities:

Lead and manage a team of enterprise account managers, providing mentorship and performance management.

Collaborate with the account management team to create strategic account plans for complex customers.

Oversee high-value contract negotiations and quarterly business reviews to enhance customer relationships.

Drive customer retention and growth through proactive relationship management and cross-sell opportunities.

Job description

Description

As the Vice President of Enterprise Account Management, you will lead a team to drive revenue growth including upsell/cross-sell, client retention and customer success within the financial services sector by redefining how we engage with longstanding enterprise clients and introducing innovative, value-driven approaches to client experience. With many clients already in place, this role will focus on elevating their engagement by developing strategies that prioritize collaborative, solution-based partnerships.

This role may be a great fit for you if you hold deep financial services expertise, experience leading C-suite engagements, and a proven track record in transforming client relationships. If you're eager to bring fresh, strategic ideas that align with our culture and growth goals—and to build long-term, impactful client partnerships—this may be a perfect fit.

Job Responsibilities

Leadership & Team Development: Build, lead, and manage a team of enterprise account managers, providing mentorship, performance management, and ongoing coaching to ensure team success.
Strategic Account Planning: Collaborate with the account management team to create tailored strategic account plans for eMoney's largest and most complex customers, ensuring alignment with customer goals and long-term objectives.
High-Stakes Renewals & Negotiations: Lead the delivery of quarterly business reviews and oversee the negotiation of high-value, multi-year renewals, ensuring that the terms maximize the value eMoney delivers while maintaining strong customer relationships.
Customer Retention & Growth: Lead efforts to enhance customer retention through proactive relationship management, identifying opportunities for cross-sell and upsell, and driving adoption of new eMoney products and services.
Cross-Functional Collaboration: Partner with marketing, product, and customer support teams to ensure a seamless customer experience, driving product feedback and ensuring solutions meet customer needs.
Reporting & Analytics: Track and analyze key performance metrics related to account management, customer satisfaction including net promotor score, and revenue growth to inform strategy and decisions.
Executive-Level Communication: Regularly communicate with senior leadership on team performance, customer feedback, renewal status, and key account health.
Quota Achievement & Retention Focus: Responsible for ensuring the overall success of the team in meeting and exceeding sales quotas and retention targets, while creating a culture of accountability and performance excellence.
Compensation Tied to Performance: Compensation will be directly linked to team success in achieving revenue goals, quota attainment, and customer retention.

Requirements

10+ years in enterprise account management leadership, sales, or customer success in B2B SaaS, preferably with at least 5 years serving the financial services industry.
Degree in Business, Communications, or a related field.
Proven track record of exceeding assigned quota and leading and inspiring teams, fostering a high-performance culture, and developing future leaders.
Periodic travel throughout the United States is required for this role
Demonstrated ability to build and maintain strong executive-level relationships.

Skills

Strong ability to analyze data, derive insights, and make data-driven decisions. Proficiency in forecasting, financial reporting, and using CRM tools.
Excellent verbal and written communication skills, with the ability to influence stakeholders, negotiate contracts, and present to executive audiences.
Experience with MEDDICC as a sales qualification methodology a strong plus.

The salary range for this position is $226,000 - $321,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the eMoney commission program, retirement contributions, health insurance, sick leave, parental leave and paid time off.

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

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