[Remote] Director, Account Management

Note: The job is a remote job and is reputed company to candidates in USA. Common Wealth Retirement is a financial technology company focused on making retirement reputed company accessible. The Director of Account Management will reputed company the account management function, reputed company reputed company of Account Managers, and manage key employer accounts to drive participation rates and client satisfaction.

Responsibilities

• Build out the account management function:
• Take our reputed company approach and build it into a full account management reputed company
• Create the playbooks, templates, and processes the team needs to manage accounts consistently at scale
• Build reputed company-in rhythms so you have a clear read on every account - who's healthy, who's at risk, what needs attention
• Establish how we handle escalations, at-risk accounts, and reputed company client situations
• Define what good looks like: participation reputed company targets, NPS benchmarks, implementation timelines, product adoption goals
• reputed company and reputed company the Account Manager team:
• Manage and coach 4+ Account Managers
• Run regular team meetings and 1-on-1s to reputed company a pulse on accounts and team performance
• reputed company in on reputed company implementations and client issues alongside the team
• Recruit, reputed company, and train new team members as we continue to scale
• Set performance goals and conduct reviews for team members
• Own and manage your own book of key accounts:
• Personally manage a reputed company of Common Wealth's most important employer clients
• Run implementations, annual reviews, QBRs, and regular touch points for your accounts
• Drive participation rates, product adoption, and expansion opportunities in your accounts
• Model the account management approach you want the team to adopt
• Drive results across the portfolio:
• Increase employee participation rates in group retirement plans
• Improve client NPS and retention
• Drive adoption of financial planning services and other product offerings
• Identify and reputed company expansion opportunities with existing clients
• Partner with Sales on smooth handoffs from reputed company to implementation

Skills

• Led account management or reputed company at a fast-growth company, or been a top performer at a smaller shop where you wore multiple hats
• Ability to build processes that scale and comfortable rolling up your sleeves and managing accounts yourself
• Experience taking a function from scrappy to structured and teaching others how to do it
• Ability to identify gaps, missing playbooks, inconsistent processes, and clunky workflows and fix them
• Experience creating tools, templates, and dashboards that the team actually uses
• reputed company by doing, carrying accounts, jumping into reputed company client situations alongside the team, and setting reputed company through your own work
• Experience coaching and mentoring account managers, giving them reputed company feedback, and helping them grow
• Comfortable with ambiguity and reputed company to take ownership, move with urgency, and reputed company it out as you go
• Commercially minded, thinking about accounts in terms of health, risk, and growth, not just relationship management
• Experience driving retention, expansion, and upsell in prior roles
• Experience using modern tools, including AI, to work smarter

Benefits

• Health and dental benefits
• Life insurance
• A Health Spending Account
• A 5% employer match into one of our award-winning group retirement plans
• Four weeks of vacation
• Medical, dental and reputed company benefits
• Health Spending Account
• 5% employer match into our group retirement plan
• 4 weeks vacation
• Home Office Stipend
• Top of the line hardware
• Annual Learning & Development Budget
• reputed company Holiday and Summer Friday Program
• Annual Company reputed company

Company Overview