Jobs at Wealth

Manage a portfolio of enterprise accounts, serving as the primary client contact and strategic advisor. Own post-sale deployment, adoption, retention, renewals, and expansion while monitoring account health and identifying growth opportunities. Lead business reviews, maintain account plans and forecasts, and coordinate with Product, Engineering, Support, Compliance, and Sales to resolve issues and deliver client outcomes. Build relationships with institutional financial clients and improve scalable retention and expansion practices.

Manage a portfolio of mid-market financial services accounts as the primary post-sale owner. Drive deployment, adoption, retention, renewals, expansion, and measurable client value. Develop account strategies, monitor client health and usage, lead business reviews, manage commercial conversations, and coordinate with Product, Engineering, Support, Compliance, and Sales. Maintain account plans, forecasts, opportunity tracking, and documentation while identifying scalable best practices.

Drive net-new revenue across an assigned western territory by prospecting, qualifying, and closing financial advisory firms. Manage pipeline, deliver presentations and demos, cultivate named accounts, coordinate with BDRs and cross-functional teams, attend events, and forecast to meet sales targets while providing consultative client education.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

Manage and grow relationships with SMB clients to drive adoption, engagement, expansion, and retention of the Wealth.com SaaS platform. Lead onboarding, perform business reviews, coordinate escalations, track account activity in CRM, and collaborate cross-functionally to meet renewal and expansion targets.

Manage high-volume inbound leads and outbound prospecting to generate qualified meetings and pipeline. Use CRM and prospecting tools, meet quotas, collaborate with Sales/Marketing/Product, track opportunities, and prioritize a client-first sales experience.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.