Account Manager
Role Overview
As an Account Manager at Red Oak, you will manage a portfolio of existing client accounts, focusing on retention, satisfaction, and identifying upsell/cross-sell opportunities. This mid-to-senior role involves serving as the primary client contact, collaborating with Sales, Product, and Client Success teams, and leveraging AI tools for client communications and tracking. You'll drive growth by aligning client needs with Red Oak's SaaS compliance solutions.
Perks & Benefits
This is a fully remote position with limited travel, ideally near a financial center. You'll work in a fast-paced SaaS environment with opportunities for career growth and cross-functional collaboration. The role emphasizes using AI tools to streamline workflows, and you'll represent the company at industry events.
Full Job Description
Objectives
As an Account Manager at Red Oak, you will be responsible for nurturing and expanding relationships with existing clients, ensuring they receive maximum value from our solutions while identifying opportunities for growth and cross-sell. This role blends strategic account management with proactive sales activation, making it ideal for a relationship-driven professional who thrives in a fast-paced SaaS environment. You will serve as a trusted advisor to your clients, working cross-functionally to deliver tailored solutions that align with their evolving compliance needs.
Responsibilities
Manage a portfolio of existing client accounts, ensuring high levels of satisfaction, retention, and engagement.
Identify and activate upsell and cross-sell opportunities by aligning client needs with Red Oak's expanding product suite.
Serve as the primary point of contact for client communications, issue resolution, and strategic planning.
Collaborate with Sales, Product, and Client Success teams to ensure seamless onboarding, adoption, and ongoing value delivery.
Take the lead on expansions and amendments, ensuring accuracy, compliance, and timely execution.
Monitor account health metrics, usage trends, and client feedback to proactively address risks and uncover growth opportunities.
Maintain a deep understanding of Red Oak's platform capabilities and how they can be applied to solve client-specific challenges.
Stay informed on industry trends, regulatory changes, and client business developments to provide relevant, forward-looking guidance.
Represent Red Oak at client meetings, industry events, and conferences to strengthen relationships and promote our brand.
Competencies
7+ years of account management, account executive or client-facing roles within a SaaS or financial services technology environment.
Proven track record in both investment wholesaling and enterprise software sales.
Proven ability to meet or exceed sales targets, drive the sales process from plan to close, and position complex solutions effectively.
Strong verbal and written communication skills, with the ability to present, negotiate, and influence stakeholders at all levels.
Demonstrated success working cross-functionally with Sales, Product, and Client Success teams to deliver coordinated client outcomes.
Familiarity with financial services workflows, compliance requirements, and SaaS business models.
Proactive, self-motivated, and highly accountable, with a strong desire to thrive in a high-growth, client-centric environment.
AI tools are a standard part of account management workflows — drafting client communications, summarizing meetings and tracking upsell opportunities.
Work Structure
This position is remote, ideally near a financial center. Limited travel is required.
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