[Hiring] Account Manager @Red Oak

Role Description

You'll own a sizable portfolio of midmarket and lower-enterprise accounts, spanning a range of priority tiers. Most accounts today run a single product — Compliance or Distribution — with significant cross-sell room. Deal size and cycle length vary widely as the platform matures and cross-sell expands. A Client Success Manager owns onboarding, adoption, retention, and day-to-day support — you own the commercial and strategic relationship.

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

Qualifications

• 3+ years in account management, account executive, or client-facing sales within SaaS (industry-agnostic — financial services or fintech background welcome but not required)
• Experience selling into financial services (wealth managers, asset managers, or compliance teams) is a strong differentiator, not a requirement
• 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

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