Practifi logo
Practifi

Power more possibilities.

Account Manager

Account ManagerSalesFull TimeRemoteLeadTeam 51-200Since 2013H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

$105K - $125K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Account Manager

Practifi

• 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

Job Requirements

  • 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

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

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