Role Description
As Strategic Account Director at Boldin, you are a relationship-driven, strategic operator committed to deepening our impact in the world of financial planning and wellness. You serve as the primary point of contact for a portfolio of strategic partner clients, acting as both trusted advisor and account strategist. You’re passionate about helping clients succeed with our co-branded financial planning solutions, focusing on driving long-term satisfaction, growth, and expansion across accounts.
You build deep relationships with senior client stakeholders, manage cross-functional internal teams, and identify ways to maximize value. Whether guiding a complex implementation or uncovering new business opportunities, you are always looking to grow revenue, enhance the client experience, and amplify Boldin’s value.
This role includes periodic travel to client sites or conferences to build rapport and strengthen relationships in person.
Key Responsibilities
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Own the full client lifecycle — from post-sale onboarding and implementation through renewal, expansion, and the ongoing long-term relationship.
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Serve as the senior leader and main point of contact across assigned accounts; drive strategic account planning, renewals, and expansion opportunities.
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Build and maintain deep, executive-level client relationships that position Boldin as a long-term strategic partner.
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Ensure ongoing client success through proactive communication, regular touchpoints, QBRs, and client satisfaction surveys.
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Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team.
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Monitor key success metrics and client health scores to anticipate needs and mitigate churn risk.
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Operate with significant latitude in a lean, fast-moving environment — spotting where the practice needs to grow and helping build it.
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Help set the standard for what great strategic account management looks like at Boldin.
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Collaborate closely with Sales to scope and develop tailored proposals, leveraging the Ideal Customer Profile (ICP).
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Serve as the liaison between Sales, Success, and Product teams, facilitating communication and feedback.
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Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product enhancements.
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Travel to client sites and industry events as needed to strengthen relationships and represent Boldin.
Qualifications
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5+ years of experience in client account management, customer success, or program management roles in SaaS or fintech environments.
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Experience evolving or scaling an account management/customer success practice at an early-stage or fast-growing company.
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Proven track record of growing and expanding large, sophisticated accounts.
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Excellent interpersonal, communication, and client-facing skills, including experience working with internal and external executive stakeholders.
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Strategic mindset with strong problem-solving and commercial acumen.
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Self-directed and comfortable with latitude, ambiguity, and shifting priorities.
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Experience in financial planning, wellness, or benefits platforms is a strong plus.
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Willingness to travel occasionally for client meetings and events.
Salary Range
$120,000 - $160,000 DOE
Benefits
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Inclusive hiring process that encourages applications from individuals of all backgrounds.
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Commitment to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process.
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Fostering a diverse and inclusive culture.
