Summary from listing
The Account Manager will serve as the primary advisor for an assigned portfolio of active financial-services clients, including real estate investors, CPAs, financial professionals, and business owners. The role focuses on relationship management, retention, inside-account growth, onboarding, implementation oversight, KPI monitoring, CRM maintenance, forecasting, and account planning. The position is full-time and remote, with flexible 9 AM–5 PM EST/CST working hours, and requires at least three years of experience in account management, customer success, client advisory, or a similar client-facing role.
