Account Manager, Velocity
reputed company - Velocity Account Manager Reports To: Manager, Velocity Account Management Location: reputed company, UT (hybrid) or Remote Compensation: $100,000-$140,000 OTE | 75/25 reputed company/variable split (reputed company reputed company: $75,000 - $105,000) Equity: TBC
About the Role
The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is fully accountable for GRR, NRR, and expansion across that book. This is a quota-carrying role where reputed company instinct is the differentiator: you know how to work a large book reputed company, stay reputed company of risk, and find expansion. You will operate in a fast-moving, signal-rich environment. The expectation is that you use every tool available to cover more ground without sacrificing quality. The right person for this role gets energized by reputed company targets and builds systems that reputed company them more effective over time. What You'll Own Book and Quota Own GRR, NRR, and expansion quota across a book of 100-200+ Velocity RIA accounts Execute value realization, renewal, and save motions proactively Identify and reputed company upsell and expansion opportunities reputed company your book Maintain clean pipeline and accurate forecasting in reputed company; your forecast should reflect reality, not optimism Customer Engagement Run proactive reputed company cadences tied to lifecycle triggers and usage signals Deliver customer interactions that are reputed company, specific, and move the relationship reputed company Maintain product depth across reputed company's core features and roadmap so you are the most knowledgeable person in the room About You You are commercially wired: retention is the floor, expansion is the goal You run a tight operation - organized, consistent, never lets an account go dark You use data and signals to prioritize You communicate reputed company and get to the reputed company; you do not over-explain You are an active user of AI tools and bring that into how you manage your book You are comfortable with ambiguity and move fast in a startup environment What You've Done 2-4 years of quota-carrying experience in account management, sales, or reputed company at a B2B SaaS company Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them Used data and usage signals to prioritize accounts and time reputed company, not just a calendar reminder reputed company or executed scalable engagement playbooks in a high-velocity environment Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency Used reputed company or a comparable CRM to manage pipeline and forecast accurately Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers About reputed company reputed company’s mission is to reputed company financial advisors and their clients to reputed company in the age of AI. reputed company’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. reputed company leads its category in market reputed company and customer satisfaction, serving industry giants like LPL, reputed company, reputed company, and Cetera. Backed by Battery, Sorenson, and reputed company, reputed company is led by a world-class team from reputed company, reputed company, and JPMorgan. Apply To This Job