VP, Enterprise Account Management

1 month, 2 weeks ago
Full-time
Executive
Customer and Technical Support
eMoney Advisor

eMoney Advisor

eMoney Advisor, LLC is a leading provider of technology solutions for financial advisors, empowering them to implement comprehensive financial plans and enhance client relationships with transparency and innovation.

Capital Markets
251-1K
Founded 2000

Description

  • Build, lead, mentor, and manage a team of enterprise account managers.
  • Create strategic account plans for the company’s largest and most complex customers.
  • Lead quarterly business reviews and negotiate high-value, multi-year renewals.
  • Drive customer retention through proactive relationship management and account strategy.
  • Identify and pursue cross-sell and upsell opportunities across existing accounts.
  • Partner with marketing, product, and customer support to improve the customer experience.
  • Gather and communicate customer feedback to influence product and service direction.
  • Track account health, customer satisfaction, forecast accuracy, and revenue performance.
  • Report on team performance, renewal status, and key account metrics to senior leadership.
  • Foster a culture of accountability, quota attainment, and performance excellence.

Requirements

  • 10+ years of experience in enterprise account management leadership, sales, or customer success in B2B SaaS.
  • At least 5 years of experience serving the financial services industry, preferred.
  • Degree in Business, Communications, or a related field.
  • Proven track record of exceeding quota and leading high-performing teams.
  • Demonstrated ability to build and maintain executive-level relationships.
  • Experience owning or heavily influencing multi-year enterprise renewals and expansion deals.
  • Strong analytical skills with proficiency in forecasting, financial reporting, and CRM tools.
  • Excellent verbal and written communication skills, including contract negotiation and executive presentations.
  • Experience with MEDDICC as a sales qualification methodology is a strong plus.
  • Periodic travel throughout the United States is required.

Benefits

  • Base salary range of $204,000 to $307,000.
  • Eligibility for the eMoney commission program.
  • Retirement contributions.
  • Health insurance.
  • Sick leave.
  • Parental leave.
  • Paid time off.

Interested in this position?

Apply directly on the company website

Apply Now

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