Account Executive - REMOTE-Financial Services, Client Success

Austin, TX Remote Available

Full-time $85,000.00 - $125,000.00

Posted Today

Position Overview - REMOTE Account Executive

We are a growing financial technology leader seeking an Client Success Manager to join our team.

Our innovative platform is transforming how financial advisors deliver wealth management advice, disrupting the traditional approach. In the past two years, we've tripled our customer base and we're only just beginning. Backed by seasoned entrepreneurs, we're reinventing financial planning, asset allocation, and risk management for advisors who serve clients ranging from $10K to billions.

The Account Executive-Client Success is responsible for ensuring a positive and productive relationship with our clients, focusing on customer satisfaction, retention, and growth. This role involves understanding client needs, providing solutions, and facilitating communication between clients and the company to enhance overall client experience.

Key Responsibilities

Develop and maintain strong relationships with clients to understand their needs and objectives.
Serve as the primary point of contact for client inquiries and issues, ensuring timely resolution.
Collaborate with internal teams to deliver exceptional service and support to clients.
Monitor client satisfaction and engagement, proactively identifying opportunities for improvement.
Create and present reports on client performance metrics and success stories to stakeholders.
Assist clients in optimizing their use of our products and services to achieve their goals.
Identify upselling and cross-selling opportunities to drive revenue growth.

Qualifications

4+ years of experience in client services or account management, preferably in the financial services or investment industry.
Bachelors degree required. CFP or CFA a plus.
Strong understanding of sales processes and customer relationship management.
Excellent communication and interpersonal skills, with a focus on building rapport and trust with clients.
Proven ability to manage multiple client accounts and prioritize tasks effectively.
Analytical skills to assess client needs and provide tailored solutions

Benefits

100% remote work environment, with some travel involved.
Comprehensive Health Insurance Coverage
Professional Development
3 weeks PTO
Collaborative Company Culture

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

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Job ID: AG22-1836012

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 01/14/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.