Account Manager
Sacramento, California, United States - Remote
WHAT WE DO
Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. We invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly.
WHAT WE ARE ALL ABOUT
Nitrogen is defined by growth. We are a fast-paced, ever-evolving team that loves being at the forefront of technological innovation in the investing space. The work we do takes creative problem solving and a can-do attitude. Every member of our team is a critical player who takes accountability for their work and stewards it with excellence. As a company, we value each other by creating space for everyone to be heard and well supported. We achieve this goal through weekly team meetings, one-on-one managerial investment in each employee, and thorough feedback processes. We strive to create an atmosphere that is based on respect and communication, while also fostering an engaging and lively work environment. From all-staff meetings, to team build events, to department-wide retreats, we give everyone a seat at the table to contribute their best work and have fun along the way. We are highly collaborative, thoroughly engaged, and completely committed to bringing our best day-in and day-out. From the customers we support, to the careers we foster, we infuse growth and advancement into everything we touch.
Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.
THE ROLE/THE TEAM
The Account Management team empowers our customers to grow their businesses by enabling product adoption, advocating internally for their strategic needs, and ensuring their desire to renew their contracts and expand their usage over time.
The Account Manager (AM) is accountable for revenue retention of an assigned book of business.
WHAT YOU'LL BE DOING
- Within the Advisor Direct segment, the AM is responsible for engaging with customers throughout the Customer Journey with meaningful activities that result in both an improvement to the customer health metric (Health …
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Collaborative environment Growth Opportunities Professional growth opportunities Team building events
Tasks- Account management
- Engage with customers
- Identify growth opportunities
Account management Contract management Customer Engagement Customer Retention Marketing campaigns SaaS Sales Salesforce Technology Upselling Value-Based Sales
Experience3 years
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