Account Manager

Nitrogen equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and keep them fearless. Since launching Riskalyze in 2011, we've been on a mission to create what we call Catalyst Moments — those powerful instances when an advisor leads a client from confused and fearful to confident and fearless.

Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Insurance Alignment, Investment Research, Income Planning, Tax Intelligence, and Legacy Planning, combining agentic AI with trusted, deterministic analytics to turn complex financial insights into persuasive visuals. The result: clearer conversations, stronger relationships, and advisors who can prove their value in every client meeting.

Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and the first wealth tech company to earn ISO 42001 certification, Nitrogen is built on thirteen years of advisor data and half a trillion dollars in assets on platform. We invented the Risk Number®, built on a Nobel Prize-winning academic framework, and we champion the Fearless Investing Movement — because a world empowered to invest fearlessly starts with empowered advisors.

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.

The Account Management team empowers our customers to grow their businesses by driving product adoption, advocating internally for their strategic needs, and building strong, lasting partnerships that support both retention and growth.

The Account Manager (AM) is accountable for retaining and growing revenue across an assigned book of business by driving customer engagement, securing renewals, mitigating churn risk, and identifying opportunities to expand product adoption and usage over time.

• Within the Advisor Direct segment, the AM is responsible for engaging with customers throughout the Customer Journey with meaningful activities that result in both an improvement to the customer health metric (Health Score, NPS score, etc.). And, Customer’s decision to: renew at the end of their term, expand their partnership (purchase additional licenses or products), and refer others
• Facilitate sales calls with existing customers using a value-based sales methodology and defined call structure
• Follow established operational processes related to contract amendments, including but not limited to upsells, upgrades, renewals, and cancellations
• Identify and prioritize opportunities for account growth & see them through to completion
• Participate in driving the ideation and execution of the Advisor Direct Engagement Strategy
• Engage key contacts through Marketing Campaigns in order to increase engagement, product adoption, and growth opportunities
• Maintain adequate data in Salesforce related to Accounts, Contacts, Contact Information (i.e. emails, phone numbers), and Users.
• Participate in team and cross-functional meetings, including product training and all-company standups (Pulse).
• Establish a cadence of activities that support a “one to many” strategy with the book of business in this segment: