Account Manager
Red Oak · United States
- Hybrid
- Full-time
- $120,000 / year
- United States
Job highlights
- Manage client accounts for maximum value and retention.
- Identify upsell and cross-sell opportunities for growth.
- Act as primary client contact for all needs.
- Collaborate internally for seamless client delivery.
- Utilize AI tools for enhanced account management.
About the role
Account Manager
As an Account Manager at Red Oak, you will be responsible for nurturing and expanding relationships with existing clients, ensuring they receive maximum value from our solutions while identifying opportunities for growth and cross-sell. This role blends strategic account management with proactive sales activation, making it ideal for a relationship-driven professional who thrives in a fast-paced SaaS environment. You will serve as a trusted advisor to your clients, working cross-functionally to deliver tailored solutions that align with their evolving compliance needs.
Responsibilities
- Manage a portfolio of existing client accounts, ensuring high levels of satisfaction, retention, and engagement.
- Identify and activate upsell and cross-sell opportunities by aligning client needs with Red Oak's expanding product suite.
- Serve as the primary point of contact for client communications, issue resolution, and strategic planning.
- Collaborate with Sales, Product, and Client Success teams to ensure seamless onboarding, adoption, and ongoing value delivery.
- Take the lead on expansions and amendments, ensuring accuracy, compliance, and timely execution.
- Monitor account health metrics, usage trends, and client feedback to proactively address risks and uncover growth opportunities.
- Maintain a deep understanding of Red Oak's platform capabilities and how they can be applied to solve client-specific challenges.
- Stay informed on industry trends, regulatory changes, and client business developments to provide relevant, forward-looking guidance.
- Represent Red Oak at client meetings, industry events, and conferences to strengthen relationships and promote our brand.
Competencies
- 7+ years of account management, account executive or client-facing roles within a SaaS or financial services technology environment.
- Proven track record in both investment wholesaling and enterprise software sales.
- Proven ability to meet or exceed sales targets, drive the sales process from plan to close, and position complex solutions effectively.
- Strong verbal and written communication skills, with the ability to present, negotiate, and influence stakeholders at all levels.
- Demonstrated success working cross-functionally with Sales, Product, and Client Success teams to deliver coordinated client outcomes.
- Familiarity with financial services workflows, compliance requirements, and SaaS business models.
- Proactive, self-motivated, and highly accountable, with a strong desire to thrive in a high-growth, client-centric environment.
- AI tools are a standard part of account management workflows — drafting client communications, summarizing meetings and tracking upsell opportunities.
Work Structure
This position is remote, ideally near a financial center. Limited travel is required.
Key skills/competency
- Account Management
- Client Relationship Management
- SaaS Sales
- Upselling and Cross-selling
- Financial Services
- Compliance
- Communication Skills
- Cross-functional Collaboration
- Sales Targets
- AI Tools
Skills & topics
- Account Manager
- Account Management
- SaaS
- Sales
- Client Relationship Management
- Financial Services
- Upselling
- Cross-selling
- Remote
- Customer Success
How to get hired
- Tailor your resume: Highlight 7+ years in SaaS account management and sales track record.
- Showcase relevant skills: Emphasize client relationship building, SaaS sales, and financial services experience.
- Demonstrate cross-functional success: Provide examples of collaboration with Sales, Product, and Client Success.
- Prepare for remote interviews: Highlight self-motivation, accountability, and proficiency with AI tools.
- Address specific requirements: Mention familiarity with financial workflows, compliance, and SaaS models.
Technical preparation
Master CRM and sales automation tools.,Understand SaaS and financial services technology.,Practice using AI for client communication.,Familiarize with compliance and financial workflows.
Behavioral questions
Describe a time you exceeded sales targets.,How do you build strong client relationships?,Share an example of cross-functional collaboration.,How do you handle client objections or issues?
Frequently asked questions
- What is the primary focus of the Account Manager role at Red Oak?
- The Account Manager role at Red Oak focuses on nurturing and expanding relationships with existing clients, ensuring they derive maximum value from Red Oak's solutions, and identifying opportunities for growth through upsells and cross-sells within the SaaS environment.
- What experience is required for the Account Manager position at Red Oak?
- Red Oak requires a minimum of 7 years in account management, account executive, or client-facing roles within a SaaS or financial services technology environment. A proven track record in investment wholesaling and enterprise software sales is also essential.
- Is the Account Manager role at Red Oak remote?
- Yes, the Account Manager position is a remote role. Red Oak ideally prefers candidates to be located near a financial center, and limited travel is expected.
- How does Red Oak utilize AI in the Account Manager role?
- AI tools are a standard part of the account management workflow at Red Oak. They are used for tasks such as drafting client communications, summarizing meetings, and tracking upsell opportunities, indicating a tech-forward approach to client management.
- What kind of collaboration is expected for an Account Manager at Red Oak?
- Account Managers are expected to collaborate closely with Sales, Product, and Client Success teams to ensure seamless onboarding, adoption, and ongoing value delivery for clients. This cross-functional teamwork is key to delivering coordinated client outcomes.
- What industry knowledge is beneficial for this Account Manager role at Red Oak?
- Familiarity with financial services workflows, compliance requirements, and SaaS business models is highly beneficial for an Account Manager at Red Oak. Staying informed on industry trends and regulatory changes is also crucial.