Strategic Account Manager

Advisors, operations, compliance and technology teams total roughly 840 people. Since 1994, the firm has grown through acquisitions of independent advisory practices.

The position

The previous person in this role moved to another team. This is not a new-logo role. You will own around 60 accounts and be measured on retention and expansion. This role is fully remote within the US. We use Slack, Notion and Google Meet. Cameras on for team calls.

Job duties

• Resolve billing disputes with finance and keep the customer updated until closed
• Forecast renewals and expansion revenue monthly
• Report monthly on retention, churn risk and open pipeline
• Escalate service issues internally and follow them to resolution
• Run quarterly business reviews covering usage, spend and upcoming needs
• Coordinate with customer success and support on at-risk accounts
• Renew annual contracts on time, starting the conversation at least 90 days ahead
• Track competitor activity inside your accounts

What you need

• 7+ years in account management, sales or another client-facing commercial role
• Willing to travel up to 25%
• Comfortable having pricing and renewal conversations with senior buyers
• Solid Excel skills for pricing and account analysis (VLOOKUP, pivot tables)
• Bachelor's degree in business or a related field, or equivalent experience
• Organized, with a system for tracking dozens of open items across accounts

Nice to have

• Second language
• Training in a sales methodology such as Sandler or Challenger
• History of negotiating multi-year renewals

Why work with us

• Health savings account (HSA) with employer contribution
• 401(k) with company match
• Paid parental leave
• Dental insurance
• Employee assistance program
• $1,000 home office setup budget
• Flexible schedule

EOE. We participate in E-Verify.

Please include a short note on why this role interests you.

Applications are reviewed as they come in.

Start: Within 30 days.

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