RemoteLeaf Logo
Log in Sign up

Director, Strategic Accounts

1 month, 1 week 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 15

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

Similar Roles

Dun & Bradstreet

Specialist II, MDM Technology (R-19197)

Dun & Bradstreet 5K-10K Professional Services

MDM Technology, affiliated with Dun & Bradstreet, is hiring a remote Specialist II to manage and grow enterprise customer accounts by aligning master data management solutions to business needs and driving revenue outcomes.

United States Full-time Senior Account Manager
$90k-$150k
CRM Salesforce
32 minutes ago
Dane Street

Disability Sales & Account Manager

Dane Street 251-1K Insurance

Dane Street is seeking a National Account Manager to manage and grow disability client accounts while driving new business through outreach, referrals, and consultative sales.

United States Full-time Junior Account Manager
1 hour, 3 minutes ago
Jobandtalent

DE - Senior Account Executive

Jobandtalent 1K-5K Professional Services

Job&Talent is hiring a Senior Account Executive to grow staffing sales across South Germany by winning new enterprise clients and expanding existing relationships.

Germany Full-time Senior Account Executive
1 hour, 42 minutes ago
Stripe

Account Executive, SMB - New Business

Stripe 5K-10K Diversified Financial Services

Stripe is hiring an Account Executive for its UK SMB Hunter team to win new business from prospective small and mid-sized businesses through outbound sales and consultative selling.

Ireland Full-time Senior Account Executive
2 hours, 3 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers