More jobs:
Account Manager
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-03-11
Listing for:
Insight Global
Full Time
position Listed on 2026-03-11
Job specializations:
-
Sales
Business Development, Client Relationship Manager -
Business
Business Development, Client Relationship Manager
Job Description & How to Apply Below
Schedule: Minimum 3 days onsite; flexible working hours
Compensation: $90,000 base + $45,000 variable (OTE)
DescriptionThe Mid‑Market Account Manager manages more complex accounts with higher expectations around industry knowledge, compliance awareness, and stakeholder management. This role requires deep familiarity with financial services clients and the ability to navigate regulated environments while still owning renewals, adoption, and expansion.
Key Responsibilities- Lead first 60 days of onboarding for mid‑market clients, including:
- More complex implementations and integrations
- Customized templates and workflows
- Own renewals 90–120 days in advance, conducting:
- Strategic account health checks
- Feature education and adoption planning
- Identify and close upsell opportunities, including:
- Additional licenses
- Product tier upgrades
- Serve as the primary escalation point for product or account issues throughout the year-long account cycle.
- SaaS account management experience in financial services
- Prior experience working with financial advisors, RIAs or broker‑dealers, and compliance‑driven environments
- Strong technical aptitude to handle AI prompt writing, troubleshooting integrations and workflows
- Excellent communication and client facing skills
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