Account Manager

Nitrogen

. Engage Advisor Direct customers throughout the customer journey to improve health metrics, drive renewals, expand partnerships, and generate referrals .

Posted 10/6/2026full-timeRemote • United StatesJuniorMid-Level💰 $65,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer engagement and retention strategies within a SaaS environment, leveraging Salesforce for account management and data analysis. Capable of executing marketing campaigns and facilitating value-based sales calls to drive growth and enhance customer relationships.

Highest-signal resume keywords

Salesforce ProficiencyCustomer Engagement StrategySaaS Subscription Model ExperienceData Analysis SkillsEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceData AnalysisAccount ManagementPerformance ReportingContract ManagementUpsellingRenewal ProcessingMarketing Campaign ExecutionWebinar CreationCustomer Retention Strategies

Soft Skills

Effective CommunicationAdaptabilityCreativityProblem-SolvingTeam Collaboration

Tools & Technologies

Salesforce ReportsGoogle SheetsExcelNumbers

Industry Keywords

SaaSCustomer-Facing RoleAdvisor EngagementBroker-DealersCorporate RIAsCompliance DepartmentsAsset ManagersClearing Firms

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2 years at a technology company with a SaaS subscription model
2 years in a customer-facing role in technology
1 year using Salesforce daily as part of a core role
College degree or equivalent work experience
Ability to build rapport and act as a trusted partner with customers
Effective written and verbal communication skills
Ability to accept feedback and continuously improve
Adaptability in a fast-paced and changing environment
Ability to identify patterns and escalate appropriately
Ability to prioritize and own responsibilities from start to finish
Ability to collaborate as a team player
Creativity and thoughtful problem-solving
Familiarity with advisors, broker-dealers, corporate RIAs, custodians, clearing firms, asset managers, and compliance departments
Experience with Salesforce reports and Google Sheets, Numbers, or Excel
Ability to analyze data to make decisions

Benefits

Comp & perks

4% 401(k) match
Free financial planning services
Medical, dental and vision insurance plans
Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
Generous maternity and paternity leave
Discounted pet insurance
3 weeks vacation and 1 week sick time per year
11 paid company holidays per year
Remote and in-person team building activities
Company-wide meetings held by the CEO
Leadership training, mentorship, and industry resources