Hire, onboard, and retain a team of high-performing Dedicated Advisors.
Lead a diverse team by identifying skill gaps, coaching effectively, and driving quarterly goals centered on retention and owner growth.
Manage a book of business with a focus on retention, portfolio expansion, and strategic owner engagement.
Build and maintain strong relationships with top owners across regions, serving as an escalation point and trusted partner.
Review and optimize cadences, workflows, and tools to improve team efficiency and owner outcomes.
Measure team and individual performance using Salesforce, Salesloft, Tableau, and other analytics tools.
Leverage a wide range of resources to increase owner retention and drive revenue for Evolve.
Capture owner and employee feedback to inform future product, service, and process improvements.
Conduct regular 1:1s, performance evaluations, and development conversations to support professional growth.
Provide ongoing training and skill-building opportunities to elevate team capabilities.
Drive revenue growth through upsells, cross-sells, and new business opportunities within accounts.
Analyze account performance metrics to identify trends, risks, and opportunities for improvement.
Serve as a strategic advisor to clients, offering insights and solutions that enhance their long-term success.

Requirements

5+ years of experience leading or coaching account managers (experience in sales, onboarding, customer service, or support preferred).
Strong strategic thinking with a solution-oriented, problem-solving mindset.
Proven ability to build strong relationships and influence stakeholders at all levels.
Excellent communication skills with a track record of effective cross-team collaboration.
Skilled in performance management and fostering professional growth.
Deep understanding of client relationship management, retention strategies, and revenue-driving levers.
Expertise in strategic planning to meet client needs and achieve revenue goals.
Strong ability to manage escalations and navigate high-stakes client situations.
High emotional intelligence with an ability to read team dynamics and client needs.
Ability to identify and execute upsell and cross-sell opportunities.
Strong negotiation and influencing skills with internal and external partners.
Demonstrated leadership experience maximizing team performance.
Preferred: Experience in travel, hospitality, or real estate industries.

Benefits

Health & Wellness: Comprehensive medical, dental, and vision plans (100% employer-paid for individual enrollment), 10 free mental health visits, and pet insurance.
Financial Wellness: Industry-competitive pay, equity in the company, and a 401(k) with a 4% immediate vesting match.
Family Support: 16-18 weeks of paid parental leave for birthing parents and 10 weeks for non-birthing parents, plus infertility coverage.
Time to Recharge: Generous PTO, RTO (for full-time exempt employees), sick leave, holidays, and a personal holiday to celebrate what matters most to you.
Travel Perks: Annual Evolve travel credit after one year and discounts on stays at all Evolve properties.
Growth Opportunities: World-class onboarding programs, learning, and development resources to help you grow your impact.
Connection: Employee Resource Groups celebrating our diverse communities at Evolve.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

performance managementstrategic planningupsellingcross-sellingclient relationship managementdata analysiscoachingteam managementportfolio expansionowner engagement

Soft Skills

strategic thinkingproblem-solvingrelationship buildinginfluencingcommunicationcross-team collaborationemotional intelligencenegotiationleadershipteam dynamics