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eMoney Advisor

VP, Enterprise Account Management

eMoney Advisor

VP of Enterprise Account Management at eMoney Advisor focusing on client retention and growth strategies. Leading a team to transform client relationships in the financial services sector.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesLead💰 $204,000 - $307,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in enterprise account management leadership, with a strong focus on driving customer retention, revenue growth, and team performance. Proven ability to build executive-level relationships and lead high-performing teams in the B2B SaaS and financial services sectors.

Highest-signal resume keywords
Enterprise Account Management LeadershipB2B SaaS ExperienceFinancial Services Industry KnowledgeQuota Attainment and Revenue GrowthExecutive-Level Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Account ManagementSales Strategy DevelopmentPerformance ManagementCustomer Retention StrategiesNegotiation of Multi-Year RenewalsKey Performance Metrics AnalysisForecast AccuracyCross-Sell and Upsell StrategiesTeam MentorshipBusiness Review Delivery
Soft Skills
LeadershipCoachingCollaborationCommunicationProblem-Solving
Industry Keywords
B2BSaaSFinancial ServicesCustomer SuccessClient GrowthNet Promoter ScoreAccount PlansCustomer ExperiencePerformance ExcellenceTravel Requirements

About the role

Key responsibilities & impact
  • Build, lead, and manage a team of enterprise account managers, providing mentorship, performance management, and ongoing coaching to ensure team success.
  • Collaborate with the account management team to create tailored strategic account plans for eMoney's largest and most complex customers, ensuring alignment with customer goals and long-term objectives.
  • Lead the delivery of quarterly business reviews and oversee the negotiation of high-value, multi-year renewals, ensuring that the terms maximize the value eMoney delivers while maintaining strong customer relationships.
  • Lead efforts to enhance customer retention through proactive relationship management, identifying opportunities for cross-sell and upsell, and driving adoption of new eMoney products and services.
  • Partner with marketing, product, and customer support teams to ensure a seamless customer experience, driving product feedback and ensuring solutions meet customer needs. Generate ideas for introducing new products and services with the goal of increasing client retention and client growth.
  • Track and analyze key performance metrics related to account management, customer satisfaction including net promotor score, and revenue growth to inform strategy and decisions. Ensure regular forecast accuracy.
  • Regularly communicate with senior leadership on team performance, customer feedback, renewal status, and key account health.
  • Responsible for ensuring the overall success of the team in meeting and exceeding sales quotas and retention targets, while creating a culture of accountability and performance excellence.
  • Compensation will be directly linked to team success in achieving revenue goals, quota attainment, and customer retention.

Requirements

What you’ll need
  • 10+ years in enterprise account management leadership, sales, or customer success in B2B SaaS, preferably with at least 5 years serving the financial services industry.
  • Degree in Business, Communications, or a related field.
  • Proven track record of exceeding assigned quota and leading and inspiring teams, fostering a high-performance culture, and developing future leaders.
  • Periodic travel throughout the United States is required for this role
  • Demonstrated ability to build and maintain strong executive-level relationships.
  • Proven experience owning or heavily influencing multi-year enterprise renewals and expansion deals

Benefits

Comp & perks
  • health insurance
  • retirement contributions
  • paid time off
  • parental leave
  • sick leave