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.