Manager, Account Management

Summary

Join SmartAsset as a Manager, Account Management, leading a team focused on building strong client relationships, driving customer satisfaction, and maximizing account growth and retention. This remote role requires a blend of people leadership, client strategy, and operational execution. You will lead, mentor, and develop a team, conduct performance reviews, serve as an escalation point for client issues, and drive consistency in client processes. Analyzing account data to mitigate churn risk and improve satisfaction is crucial. You will also develop and refine processes and partner with cross-functional teams. The ideal candidate has 5+ years of experience in account management with 2+ years in a leadership role, proven team management skills, and proficiency in Salesforce, Tableau, Excel, and PowerPoint.

Requirements

• 5+ years of experience in account management, customer success, or client services, with 2+ years in a leadership or supervisory role
• Experience with achieving monthly sales and retention goals
• Proven ability to manage and develop high-performing teams
• Strong communication, negotiation, and conflict resolution skills
• Deep client empathy and a consultative approach to relationship building
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Salesforce, Tableau, Excel and Powerpoint
• Attention to detail; excellent organization and time-management skills

Responsibilities

• Lead, mentor, and develop a team of Account Managers to meet and exceed performance targets
• Foster a high-performing, collaborative, and client-first culture
• Conduct regular coaching sessions, performance reviews, and team meetings
• Serve as an escalation point for complex or high-priority client issues
• Drive consistency and scalability in client onboarding, communication, and success planning
• Analyze account health and engagement data to proactively mitigate churn risk and improve satisfaction
• Monitor team KPIs (retention, upsells, client satisfaction, book penetration, etc.) and report on performance to leadership
• Develop and refine processes, tools, and reporting to support account management efficiency
• Partner with cross-functional teams (Sales, Product, Marketing, Operations) to ensure client needs are met

Preferred Qualifications

• Experience in servicing clients in the financial services industry
• Familiarity with revenue forecasting, renewal cycles, and customer lifecycle management

Benefits

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Supplemental Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K
• Equity packages for each role
• Time Off: Vacation, Sick and Parental Leave
• EAP (Employee Assistance Program)
• Financial Literacy Mentoring Program
• Pet Insurance
• Home Office Stipend