Remote Account Manager; Mid-Market
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-28
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Sales
Account Manager
Job Description
The Mid‑Market Account Manager manages more complex accounts with higher expectations around industry knowledge, compliance awareness, and stakeholder management. This role requires deep familiarity with financial services clients and the ability to navigate regulated environments while still owning renewals, adoption, and expansion.
Key Responsibilities- Lead first 60 days of onboarding for mid‑market clients, including:
- More complex implementations and integrations
- Customized templates and workflows
- Own renewals 90–120 days in advance, conducting:
- Strategic account health checks
- Feature education and adoption planning
- Identify and close upsell opportunities, including:
- Additional licenses
- Product tier upgrades
- Serve as the primary escalation point for product or account issues throughout the year‑long account cycle.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
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- SaaS account management experience in financial services
- Prior experience working with financial advisors, RIAs or broker‑dealers, and compliance‑driven environments
- Strong technical aptitude to handle AI prompt writing, troubleshooting integrations and workflows
- Excellent communication and client facing skills
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