Account Manager

About Wealthbox

Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.

The Role

Wealthbox is seeking an Account Manager (AM) to join our growing team. As a Wealthbox AM, you will own a book of SMB and mid-market customer relationships, serving as the primary point of contact post-sale, driving adoption, renewals, and expansion, while coordinating with internal teams to help customers get lasting value from Wealthbox.

What You’ll Do

• Serve as the day-to-day relationship owner for a book of accounts; lead regular check-ins and business reviews to ensure customer satisfaction and value
• Coordinate with Support, Product, and Marketing to help customers get up and running successfully
• Monitor account health, usage, and adoption; use established playbooks to increase engagement and reduce time-to-value
• Manage renewal process and execution; track retention, flag at-risk accounts, and work toward net retention targets
• Identify and close expansion opportunities (upgrades and add-on products) in partnership with Sales
• Gather and relay customer feedback internally to help inform product, integrations, and support improvements
• Represent Wealthbox at webinars and events as needed; share best practices and customer outcomes
• Maintain accurate documentation of activities, forecasts, and account plans in CRM; report on KPIs to leadership

What You Bring

• Experience managing customer accounts in SaaS; FinTech/WealthTech or financial-services experience a plus
• Track record of hitting renewal and expansion targets at SMB-to-Mid-Market scale
• Comfortable building relationships across a range of stakeholders, including operations and day-to-day users
• Excellent communication and presentation skills across email, phone, and video
• Proficiency with CRM technology and analytics to manage relationships, adoption, and forecasting
• Helpful, consultative mindset with the ability to translate the features and value of Wealthbox into business outcomes
• Responsible, ethical, and customer-obsessed; collaborative teammate who raises the bar

Work Schedule

• Full-time, weekdays during business hours (fully remote)
• Occasional travel for industry conferences and company offsite events

Benefits

• Competitive salary
• Comprehensive health plan
• 401k plan
• Paid time off