Account Manager

Summary

Red Oak builds compliance and distribution software for the asset management industry, helping regulated firms review sales and marketing content while supporting compliant growth. The Account Manager will own a portfolio of midmarket and lower-enterprise accounts, driving expansion revenue, renewals, strategic relationships, pipeline development, negotiations, and cross-functional collaboration.

Responsibilities

• Own expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals
• Build executive relationships with documented account plans and multi-year growth strategies
• Multi-thread across marketing, sales, and compliance stakeholders within complex accounts
• Build and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce
• Lead commercial negotiations from qualified opportunity through legal and procurement to a signed contract
• Use AI tools to research accounts, surface expansion signals, and accelerate deal prep — Gong for call review and deal-health signals, Claude throughout the deal cycle for account research and commercial materials
• Partner with Client Success, Product, and Sales to refine the expansion playbook as the platform evolves
• Represent Red Oak at industry events and client on-sites; approximately one trip per month

Skills

• 3+ years in account management, account executive, or client-facing sales within SaaS (industry-agnostic — financial services or fintech background welcome but not required)
• Comfort multi-threading across multiple stakeholders — marketing, sales, compliance — within a single account; deal size itself isn't the bar
• Strong Salesforce discipline: reliable forecasting and pipeline hygiene
• Experience navigating negotiation, legal, and procurement processes through to a signed contract
• AI fluency in your sales workflow: account research, call prep, outreach, deal analysis. This is table stakes here
• Clear, confident communicator with C-suite stakeholders — you can run a room and know when to listen
• Remote. Travel ~1x a month
• Experience selling into financial services (wealth managers, asset managers, or compliance teams) is a strong differentiator, not a requirement

Qualifications

Must Haves

• 3+ years in account management, account executive, or client-facing sales within SaaS (industry-agnostic — financial services or fintech background welcome but not required)
• Comfort multi-threading across multiple stakeholders — marketing, sales, compliance — within a single account; deal size itself isn't the bar
• Strong Salesforce discipline: reliable forecasting and pipeline hygiene
• Experience navigating negotiation, legal, and procurement processes through to a signed contract
• AI fluency in your sales workflow: account research, call prep, outreach, deal analysis. This is table stakes here
• Clear, confident communicator with C-suite stakeholders — you can run a room and know when to listen
• Remote. Travel ~1x a month

Nice to Haves

• Experience selling into financial services (wealth managers, asset managers, or compliance teams) is a strong differentiator, not a requirement

Benefits

• Equity Appreciation Rights: share in what we're building
• Comprehensive health coverage: medical, dental, and vision
• 401(k) with a 3% company contribution
• 20 days PTO annually, plus your birthday off and paid sick leave
• Enhanced family leave
• Life insurance
• Remote work