Teams at Wealth

Manage day-to-day relationships with institutional clients, overseeing onboarding, deployment, adoption, issue resolution, usage monitoring, QBR preparation, and proactive retention efforts. Coordinate with Product, Engineering, Support, and Compliance teams to resolve issues and improve workflows. Maintain client documentation, identify engagement opportunities, provide trusted-advisor guidance, and contribute to scalable internal processes.

Own strategic enterprise accounts, driving retention, renewals, expansion, quota attainment, and revenue growth. Build account plans, cultivate executive relationships, lead business reviews, negotiate commercial agreements, manage forecasts and pipeline, identify risks and opportunities, and coordinate internal teams to deliver client value. Serve as a strategic advisor and advocate for major clients while sharing account-management best practices and supporting team development.

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.