Unbiased

Account Manager

• Manage and grow a $3M+ book of business across enterprise RIA and wealth management accounts
• Drive revenue growth through structured account planning, identifying and closing expansion opportunities within existing clients
• Own the renewal cycle, maintaining strong retention rates and high levels of client satisfaction
• Build and manage a healthy, accurate pipeline with strong forecasting discipline in CRM
• Develop deep executive relationships with Founders, CEOs, Heads of Growth and senior commercial stakeholders across your accounts
• Partner cross-functionally with Product, Customer Success and Marketing to remove blockers, act on client feedback and create additional value
• Contribute market insight back into the business on client needs, pricing, packaging and competitive dynamics in the US advisory space

Enterprise Account Manager