SMB Account Manager

📋 Description

• • As an SMB Account Manager at Wealth.com, you will be responsible for maintaining and growing relationships with small to medium-sized clients, ensuring satisfaction, driving revenue growth, and identifying expansion and cross-selling opportunities in a B2B2C model.
• • You will manage the full customer lifecycle—from handoffs from sales and onboarding to adoption, business reviews, renewals, and expansions—while coordinating with Marketing, Sales, and Product teams to enhance client advocacy and resolve escalations.
• • Wealth.com is the industry’s leading estate planning platform, trusted by over 1,000 wealth management firms and recognized for innovation, including winning top awards in 2025 and being named #1 in estate planning market share.
• • You will develop expertise in SaaS account management, customer journey mapping, and cross-functional collaboration while contributing to a Great Place to Work-certified culture that values flexibility, innovation, and employee well-being.