2 часа назад
Network Account Manager (Fintech)
110 000 - 60 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Network Account Manager (Fintech): Owns partner-network onboarding, contractual execution, advisor adoption, and net-new bookings for an AI assistant serving financial advisors with an accent on partnership operations, field activation, and sales execution. Focus on building network penetration plans, running webinars and demos, tracking activation funnels in Salesforce, and expanding subscriptions across advisor practices.
Location: Remote within AZ, CA, CO, CT, FL, GA, ID, IL, IA, KS, MA, MI, NE, NJ, NV, NY, NC, OH, PA, SC, TN, TX, WA, or WI. Denver-area candidates are preferred. Periodic client and conference travel is required, approximately twice per month.
Compensation: $110,000 base salary + $60,000 variable compensation; $170,000 on-target earnings, plus equity.
Company
provides an AI assistant that helps financial advisors automate operational work, serving more than 5,000 firms.
What you will do
- Own assigned partner relationships from agreement handoff through onboarding, launch planning, execution, renewal, and expansion.
- Deliver partnership commitments including coupon codes, demos, onboarding, free trials, webinars, newsletters, website listings, and conference activities.
- Drive advisor awareness, free-trial activation, paid subscriptions, and network penetration through outreach, group demos, webinars, office hours, and enablement sessions.
- Generate and manage advisor opportunity pipelines, forecast bookings, and grow accounts through tier upgrades and additional seats.
- Coordinate with Strategic Partnerships, ABM, Marketing, Account Management, RevOps, Product, Product Marketing, and SMB Sales.
- Track bookings, coupon redemptions, trial starts, conversions, and penetration metrics in Salesforce.
Requirements
- 3–5+ years of experience in an RIA, broker-dealer, bank, or insurance environment.
- Experience with wealth-tech, fintech, or regulated SaaS serving financial advisors.
- Proven success generating net-new bookings and driving adoption across accounts or partner networks.
- Strong relationship-building skills with executive champions and individual end users.
- Experience coordinating contractual commitments, marketing activities, onboarding, webinars, demos, and group enablement sessions.
- Proficiency with Salesforce and partnership or pipeline tracking workflows.
Nice to have
- Experience with channel or partner-marketing programs, co-marketing, webinars, and field activation.
- Familiarity with broker-dealers, RIA networks, and enterprise advisor platforms.
- Experience with bottoms-up, product-led adoption across large or networked customer bases.
- Familiarity with SalesLoft.
Culture & Benefits
- Remote-first work with preference for candidates in the Denver area and periodic travel.
- Medical, dental, and vision coverage, with employee premium contributions covered at the stated levels.
- Unlimited PTO, paid sick time, and 11 paid holidays.
- Fully paid parental leave of 12 weeks for birthing parents and 6 weeks for non-birthing parents.
- 401(k) with pre-tax and Roth options, equity grant, company laptop, and standard collaboration tools.
- Collaborative, low-ego work environment with growth opportunities for high performers after six months.
Hiring process
- 30-minute recruiter screen.
- Up to three 30–45-minute video or onsite interviews.
- Offer pending background and reference checks.
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