Account Manager

WHAT WE DONitrogen equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and keep them fearless. Since launching Riskalyze in 2011, we've been on a mission to create what we call Catalyst Moments — those powerful instances when an advisor leads a client from confused and fearful to confident and fearless.Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Insurance Alignment, Investment Research, Income Planning, Tax Intelligence, and Legacy Planning, combining agentic AI with trusted, deterministic analytics to turn complex financial insights into persuasive visuals. The result: clearer conversations, stronger relationships, and advisors who can prove their value in every client meeting.Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and the first wealthtech company to earn ISO 42001 certification, Nitrogen is built on thirteen years of advisor data and half a trillion dollars in assets on platform. We invented the Risk Number®, built on a Nobel Prize-winning academic framework, and we champion the Fearless Investing Movement — because a world empowered to invest fearlessly starts with empowered advisors.Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.THE TEAMThe Account Management team empowers our customers to grow their businesses by driving product adoption, advocating internally for their strategic needs, and building strong, lasting partnerships that support both retention and growth.The Account Manager (AM) is accountable for retaining and growing revenue across an assigned book of business by driving customer engagement, securing renewals, mitigating churn risk, and identifying opportunities to expand product adoption and usage over time.WHAT YOU'LL BE DOING Within the Advisor Direct segment, the AM is responsible for engaging with customers throughout the Customer Journey with meaningful activities that result in both an improvement to the customer health metric (Health Score, NPS score, etc.). And, Customer’s decision to: renew at the end of their term, expand their partnership (purchase additional licenses or products), and refer others Facilitate sales calls with existing customers using a value-based sales methodology and defined call structure Follow established operational processes related to contract amendments, including but not limited to upsells, upgrades, renewals, and cancellations Identify and prioritize opportunities for account growth & see them through to completion Participate in driving the ideation and execution of the Advisor Direct Engagement Strategy Engage key contacts through Marketing Campaigns in order to increase engagement, product adoption, and growth opportunities Maintain adequate data in Salesforce related to Accounts, Contacts, Contact Information (i.e. emails, phone numbers), and Users. Participate in team and cross-functional meetings, including product training and all-company standups (Pulse). Establish a cadence of activities that support a “one to many” strategy with the book of business in this segment: Engage with Advisors and challenge them to become proficient with our product Recommend available training opportunities including On-Demand and Live events. Partner with our Coaching team to enable our customers to be successful with our product. Discover growth opportunities with existing customers and close additional ARR efficiently In partnership with cross-functional teams and leaders, establish content for and execute Advisor Direct engagement activities i.e. webinars, “office hours” Manage customer cases related to billing and contract inquiries throughout the customer lifecycle, ensuring timely resolution and clear communication to maintain account satisfaction and trust. Participate in Call Reviews with leadership and peers for continuous improvement Complete accurate and timely reporting - i.e. Weekly Performance Metric Tracking Share customers’ product enhancement requests and feedback Assign and communicate priority to customer escalations. Follow SOPs for proposing solutions and delighting the customer. Strive to achieve the customer retention goals established by leadership Process all renewal rate increases associated with customers in your book of business - provide customers with notice prior to the deadline in accordance with our Terms of Service Follow established protocols and get creative / bring your own ideas to the table to save / winback customers who have requested to cancel (i.e. booking and executing customer calls, adding customers to Marketo Campaigns based on their scenarios, etc.). Requirements 2 years at a technology company wi