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Director, Strategic Accounts

1 month, 4 weeks ago
United States
Full-time
Lead
Account Executive
Customer and Technical Support
CRM
Apply Now
Addition Wealth

Addition Wealth

Addition Wealth provides a holistic financial wellness platform that offers personalized financial insights and unlimited access to certified financial advisors, empowering employees to make informed financial decisions with confidence.

Capital Markets
11-50
$4M raised
View All Jobs 14

Description

  • Define and track key performance indicators for enterprise accounts.
  • Analyze performance data to identify trends, optimize adoption, and deliver ROI reporting to clients.
  • Drive account retention and identify expansion opportunities within existing client organizations.
  • Partner with sales and leadership to execute account strategies aligned with client goals.
  • Oversee delivery of the client roadmap and ensure Operations and Product are aligned on priorities.
  • Act as the voice of the client by synthesizing feedback into strategic product requirements.
  • Refine the enterprise account management playbook with the Operations team to improve scalability and consistency.
  • Lead QBRs and present insights to senior client stakeholders.
  • Travel to client events and onsite meetings up to 80% of the time.

Requirements

  • 7+ years of experience, including a mix of investment banking, private equity, or consulting and startup experience.
  • Experience in fintech or SaaS is preferred.
  • Proven ability to build trust with C-suite executives and navigate complex enterprise organizations.
  • Strong data orientation with the ability to use metrics to tell a story, prove value, and anticipate client needs.
  • Ability to translate complex product capabilities into clear business value.
  • Comfort leading QBRs and collaborating with internal stakeholders on strategic planning.
  • Experience identifying expansion opportunities and turning satisfied clients into long-term partners.
  • Willingness to travel to events and meet clients onsite up to 80%.

Benefits

  • Competitive salary of $150,000 - $250,000 a year.
  • 401(k) with employer match.
  • Remote-first work with a home base in New York.
  • Health insurance and wellness benefits, including dental, vision, and healthcare FSA.
  • Equity compensation.
  • Generous parental leave.
  • Unlimited vacation and company holidays.
  • Access to financial professionals for personal finance or tax support.

Interested in this position?

Apply directly on the company website

Apply Now

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