Teams 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.