Advisory Enterprise Account Manager

Description

As an Enterprise Account Manager, you will own the relationship with a set of eMoney's top enterprise accounts. You will be responsible for driving revenue growth including upsell / cross-sell, client retention and customer success within the financial services sector by redefining how we engage with longstanding enterprise clients and introducing innovative, value-driven approaches to client experience. With top enterprise clients already in place, this role will focus on elevating their engagement by developing strategies that prioritize collaborative, solution-based partnerships.

This role may be a great fit for you if you have financial services expertise, experience leading C-suite engagements, and a proven track record in transforming client relationships. This is a quota-driven role with targets for both retention along with upsell and cross-sell. If you're eager to bring fresh, strategic ideas that align with our culture and growth goals-and to build long-term, impactful client partnerships-this may be a perfect fit.

Job Responsibilities

• Strategic Account Planning : Create tailored strategic account plans for eMoney's largest and most complex customers, ensuring alignment with customer goals and long-term objectives.
• High-Stakes Renewals & Negotiations : Delivery of quarterly business reviews and oversee the negotiation of high-value, multi-year renewals, ensuring that the terms maximize the value eMoney delivers while maintaining strong customer relationships.
• Customer Retention & Growth : Own efforts in assigned enterprise accounts to enhance customer retention through proactive relationship management, identifying opportunities for cross-sell and upsell, and driving adoption of new eMoney products and services.
• Cross-Functional Collaboration : Partner withmarketing,product, and customer support teams to ensure a seamless customer experience, driving product feedback and ensuring solutions meet customer needs.
• Reporting & Analytics : Track and analyze key performance metrics related to account performance, customer satisfaction including net promotor score, and revenue growth to inform strategy and decisions.
• Quota Achievement & Retention Focus : Responsible for meeting and exceeding sales quotas and retention targets.

Requirements

Skills

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.