Client Account Director

Summary

Join Wall Street Prep as a Client Account Director and become the primary point of contact for high-profile corporate clients. You will manage the entire client lifecycle, from onboarding to expansion, focusing on relationship building, revenue growth, and client retention. This role demands strategic thinking, collaboration with internal teams and senior leadership, and strong communication skills. You will be responsible for developing and executing account plans, conducting business reviews, and monitoring key account metrics. The ideal candidate possesses extensive experience in account management within financial services, proven success in client retention and revenue growth, and strong communication and negotiation skills. Wall Street Prep offers a dynamic work environment and various benefits.

Requirements

• 5+ years of account management experience, with a strong focus on client retention, upselling, and relationship-building
• Proven success managing renewal cycles and growing revenue within existing accounts
• Strategic thinking and the ability to navigate complex organizations to identify new opportunities
• Highly independent, proactive, and entrepreneurial
• Strong communication, negotiation, and presentation skills—especially with senior stakeholders
• Experience with Salesforce or a similar CRM platform
• Excellent time management and attention to detail across a portfolio of clients

Responsibilities

• Serve as the primary point of contact and trusted advisor to a portfolio of our top-tier corporate clients
• Own the full account lifecycle, including onboarding, renewal, retention, and expansion
• Build and execute strategic account plans to grow revenue and deepen engagement
• Conduct quarterly business reviews to track progress, share insights, and identify new needs
• Collaborate with the Business Development team to transition new clients into active partnerships
• Work cross-functionally with internal teams—including product, operations, and instructors—to ensure high-quality delivery
• Monitor and report on key account metrics on a monthly and quarterly basis
• Partner with senior leaders at WSP, including the Chief Revenue Officer and Managing Director, to shape strategy and maximize impact across the corporate vertical

Preferred Qualifications

Strong preference for candidates with experience in financial services (investment banking, asset management, private equity, corporate finance)

Benefits

• A fun, high-energy startup culture
• Unlimited PTO
• Parental leave
• Remote work flexibility
• Home office setup stipend
• Core values-based leadership and team environment
• Opportunities for learning, growth, and leadership as part of a rapidly scaling company