Nitrogen

Account Manager

• Engage Advisor Direct customers throughout the customer journey to improve health metrics, drive renewals, expand partnerships, and generate referrals
• Facilitate value-based sales calls with existing customers
• Follow operational processes for contract amendments, upsells, upgrades, renewals, and cancellations
• Identify, prioritize, and complete account-growth opportunities
• Participate in the ideation and execution of the Advisor Direct Engagement Strategy
• Use marketing campaigns to increase engagement, product adoption, and growth opportunities
• Maintain accurate account, contact, and user data in Salesforce
• Participate in team, cross-functional, product-training, and company-wide meetings
• Establish one-to-many engagement activities across the book of business
• Engage advisors and help them become proficient with Nitrogen products
• Recommend training opportunities and partner with the Coaching team
• Discover and close additional ARR opportunities
• Create and execute webinars, office hours, and other engagement activities
• Manage billing and contract-related customer cases through resolution
• Participate in call reviews for continuous improvement
• Complete accurate and timely performance reporting
• Share customer product enhancement requests and feedback
• Assign and communicate priorities for customer escalations and follow SOPs for solutions
• Achieve customer retention goals
• Process renewal rate increases and provide required customer notice
• Save or win back customers requesting cancellation

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