Director of Account Management

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Advisors, operations, compliance and technology teams total roughly 870 people. Quarter-end is busy, and everyone helps with client review prep.

Role overview:

The role is new and comes from growth in our client base. This is not a new-logo role. You will own around 60 accounts and be measured on retention and expansion. Remote, open to candidates across the US. You can set your own hours around a daily morning check-in. We use Slack, Notion and Google Meet. Cameras on for team calls.

What you'll be doing:

• Escalate service issues internally and follow them to resolution
• Prepare quotes and pricing proposals in Salesforce CPQ
• Resolve billing disputes with finance and keep the customer updated until closed
• Coordinate with customer success and support on at-risk accounts
• Identify upsell and cross-sell opportunities and work them through to close

Required qualifications:

• Solid Excel skills for pricing and account analysis (VLOOKUP, pivot tables)
• Proficient in Salesforce or a comparable CRM
• Bachelor's degree in business or a related field, or equivalent experience
• Valid driver's license
• Willing to travel up to 25%

Preferred:

• Background in distribution, manufacturing or SaaS
• History of negotiating multi-year renewals

Pay range: $150,000 - $182,000 a year. Final offer will depend on experience.

Compensation and benefits:

• Health savings account (HSA) with employer contribution
• 401(k) with 4% match
• Paid holidays
• Home office stipend
• Vision insurance

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Start dates are flexible, usually within a few weeks of an offer.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sacramento Investment Partners, Inc..