Account Manager

Practifi

Account Manager managing complex relationships with institutionally demanding clients at Practifi. Owning retention, renewal, and growth for wealth management and trust accounts.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $105,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Owning retention, renewal, and growth across a defined book of complex network, wealth management, enterprise, and trust accounts
Building and sustaining trusted relationships with C-suite, principal, and executive stakeholders across the full client organization
Leading proactive, structured business reviews that connect Practifi's value to each client's broader strategy
Identifying and leading expansion opportunities across multi-entity and cross-firm relationships
Running enterprise-scale renewal and expansion conversations
Building account plans that map stakeholders, expansion surface area, and commercial milestones
Being the client's advocate inside Practifi by carrying what you learn back to Support, Implementation, and Product

Requirements

What you’ll need

7 to 10 years in client-facing account management, strategic customer success, or senior relationship management
Substantial experience in financial services, or strong, demonstrable working knowledge of wealth management, enterprise Registered Investment Advisor, trust company, or institutional firm dynamics
A real retention and expansion track record
Comfort and credibility in executive and C-suite conversations, and the judgment to navigate governance, compliance, procurement, and fiduciary complexity
Direct experience working with banks, trust companies, or bank-affiliated advisory practices (Nice-to-Have)
Familiarity with the Salesforce ecosystem or wealthtech platforms (Nice-to-Have)
Experience orchestrating cross-functional teams on multi-stakeholder, project-managed engagements (Nice-to-Have)
Experience leading change management and driving platform adoption across multi-stakeholder organizations (Nice-to-Have)

Benefits

Comp & perks

20 days Paid Leave
10 sick days
3 personal days
3 volunteering days
$1,000 annual Learnbucks education stipend

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementstrategic customer successrelationship managementretentionexpansionchange managementplatform adoptionproject management

Soft Skills

building relationshipsadvocacycommunicationjudgmentcredibility