Account Manager, Enterprise

Managing day-to-day client relationships, the full-time Account Manager, Enterprise will serve as the primary contact for large banking organizations, ensuring seamless deployment and adoption of the platform while working remotely. Key Responsibilities Serve as the strategic owner and primary point of contact for an assigned portfolio of accounts, accountable for client health, retention, and revenue growth Drive successful deployment and adoption of the platform while developing account strategies that align client goals with company capabilities Build strong relationships with key stakeholders, leading client meetings and strategic planning conversations to ensure successful outcomes Required Qualifications 5+ years in client management, account management, or operations within financial services or technology-driven environments Prior experience managing client relationships with institutional banks or large financial institutions; experience with estate planning is preferred Proven track record of managing high-value or complex client accounts and driving measurable results Demonstrated success in cross-functional collaboration and process improvement Deep understanding of financial services workflows and client engagement strategies