Enterprise Account Manager

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

5+ years of experience in enterprise account management or sales within financial services or wealth management., Proven track record of achieving enterprise renewals and expansion quotas., Technical proficiency in managing accounts using Salesforce., Strong communication skills to present complex concepts to diverse audiences..

Key responsabilities:

  • Manage relationships with large enterprise client accounts to drive revenue retention and growth.
  • Develop and execute strategic account plans to enhance customer satisfaction and product adoption.
  • Lead contract negotiations to ensure mutually beneficial agreements with clients.
  • Collaborate with internal teams to deliver customized solutions and track account performance metrics.

Nitrogen logo
Nitrogen Information Technology & Services SME https://www.nitrogenwealth.com/
201 - 500 Employees
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Job description

WHAT WE DO

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. We invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly.

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.

WHAT YOU’LL BE WORKING ON

The Nitrogen Enterprise Account Manager is responsible for driving revenue retention and growth through managing relationships with our largest and most complex enterprise client accounts. Collaborate closely with internal teams to provide exceptional service, ensure client satisfaction, and drive product adoption.

  • Client Relationship Management: Develop and maintain strong relationships with key stakeholders at enterprise clients, including C-suite executives, decision-makers, and senior management teams. 
  • Account Strategy: Create and execute strategic account plans to drive customer retention, product adoption, and account growth through partnering with clients to achieve their business objectives.
  • Cross-Selling & Upselling: Identify new revenue opportunities by understanding client needs and recommending additional products or services that align with their objectives.
  • Contract Negotiation: Lead the negotiation of contracts, pricing, and terms, ensuring mutually beneficial agreements that maximize value for both the client and Nitrogen.
  • Customer Success & Satisfaction: Oversee the health of each account through leveraging tight collaboration with Network Account Managers, Customer Success, Solutions Consulting, Product, Marketing, Sales, and Revenue Operations.
  • Solution Delivery: Leverage the Solutions Consulting team to deliver customized technical solutions and education that meet the unique needs of each client.
  • Collaboration: Work closely with the sales, marketing, and product teams on all facets of enterprise account strategy, ranging from facilitating upsell campaigns to informing the enterprise product roadmap.
  • Reporting & Analytics: Track and report on account performance, providing regular updates on key metrics, opportunities, and client feedback to senior leadership.
  • Event Participation: Represent Nitrogen at industry events, conferences, and client meetings when necessary to expand relationships and enhance the company's visibility in the market.
  • Market Insights: Stay informed about industry trends, competitor activities, and emerging technologies to offer clients the most up-to-date and relevant advice on how to successfully leverage Nitrogen in an ever-changing landscape.

Requirements

  • Experience: 5+ years of experience in enterprise account management, sales, or relationship management within the financial services, wealth management, or related industries.
  • Proven Success: A track record of exceptional achievement on enterprise renewals and expansion quotas.
  • Technical Proficiency: Experience managing accounts and processes in Salesforce.
  • Travel: Willingness to travel for client meetings and industry events as required.

Key Competencies

  • Industry Fluency: Speak the language of our core clients and partners: broker-dealers, corporate RIAs, advisors, custodians, clearing firms, asset managers, and compliance departments.
  • Strong Communication: Excellent written and verbal communication skills, with the ability to present complex concepts to both technical and non-technical audiences.
  • Problem Solving: Exceptional ability to cut through ambiguity and identify the root of an issue, whether it is understanding the inner workings of a client’s org structure or seeing around corners to solve problems for your clients before they’re even on the radar.
  • Innately Driven: Ability to deliver results at high velocity; willing to accept feedback and continually improve.
  • Adaptability: Works well in a high-energy, fast paced, and constantly changing environment.
  • Collaboration: Strong interpersonal skills with the ability to collaborate across teams and influence stakeholders at all levels of the organization to accomplish necessary objectives.

The expected total compensation range for this position is $140-$200k OTE.

Lesser experience may result in lower compensation and greater experience may result in greater compensation than the stated range.

Benefits

Financial Benefits & Perks

  • 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
  • Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money.

Health & Family

  • Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family.
  • Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options!
  • Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members!
  • Discounted pet insurance available. Pets are family too!!

Time Away & Culture

  • 3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well.
  • 11 paid company holidays per year. Enjoy your time off; you deserve it!
  • Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up!
  • Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together.
  • Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.

WANT TO KNOW MORE?

While you can learn a lot from a job description, you may have more questions, and that’s totally okay! We encourage all individuals interested in working at Nitrogen to learn more about us by checking us out on our website and social media platforms:

Required profile

Experience

Industry :
Information Technology & Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Relationship Management
  • Problem Reporting
  • Adaptability
  • Collaboration
  • Communication
  • Problem Solving

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