Remote SaaS Account Manager — FinTech Growth & Renewals
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-11
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Wealthbox CRM
Full Time, Remote/Work from Home
position Listed on 2026-08-11
Job specializations:
-
Sales
Remote Sales, Account Manager, Client Relationship Management, Customer Success Management
Job Description & How to Apply Below
Wealthbox CRM, the #1 rated CRM for financial advisors, seeks an Account Manager to own a book of SMB and mid-market client relationships. You will drive adoption, renewals, and expansion while coordinating with internal teams to deliver lasting value.
As the primary post-sale contact, you will monitor account health and correlations with product improvements, communicating outcomes to leadership. This is a fully remote, full-time role supporting US customers.
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