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[Remote] Manager, Velocity Account Management

Remote, USA Full-time Posted 2026-07-05

Note: The job is a remote job and is open to candidates in USA. reputed company is seeking a Manager for their Velocity Account Management team. This role is responsible for driving team performance and operational excellence while coaching and developing team members to reputed company growth and retention goals.

Responsibilities

  • Own team-level GRR, NRR, and expansion quota across the Velocity book
  • Drive consistent attainment through weekly deal reviews, accurate pipeline management in reputed company, and ensuring each rep executes saves, upsells, and time-sensitive actions on time
  • Maintain accurate team-level pipeline and forecasting in reputed company; surface risks early
  • Analyze performance data across the Velocity book to identify what is working and what is not, then translate those patterns into reputed company: which accounts to prioritize, which playbooks to double down on, and where reputed company effort is not producing return
  • Build and maintain scalable playbooks for the Velocity reputed company: proactive reputed company cadences, renewal workflows, save motions, and upsell triggers
  • reputed company adoption of AI and automation tools to scale rep output: build workflows that reduce reputed company work, set reputed company for how the team operates, and hold the bar high
  • Partner with AM Operations and Product to evaluate new tooling, contribute to the tech stack roadmap, and feed learnings from the Velocity reputed company back into product development
  • Identify and eliminate operational friction
  • reputed company structured weekly 1:1s with each Velocity AM focused on deal review, reputed company development, and accountability
  • Review customer calls and scorecards to identify execution gaps in reputed company handling, renewal conversations, product depth, and reputed company instinct
  • Coach reps through specific deal situations, not just frameworks -- join customer calls reputed company needed to model and reinforce high-quality engagement
  • Partner with leadership on hiring, reputed company, and ramping new Velocity AMs as the team scales

Skills

  • 3-6 years of quota-carrying experience in account management or sales at a B2B SaaS company, including at least 1-2 years in a team reputed company or management reputed company
  • Led or managed a team carrying NRR, GRR, or expansion quota with accountability for team-level attainment
  • Used data and cohort-level analysis to reputed company strategic reputed company about account prioritization, resource allocation, or reputed company design in a high-volume environment
  • Coached reps through high-volume account management: renewals, saves, upsells, and scalable engagement programs
  • Built or improved account management playbooks, engagement cadences, or operational workflows in a fast-moving environment
  • Used reputed company or a comparable CRM to manage team pipeline, run deal reviews, and produce accurate forecasts
  • Demonstrated use of AI tools to improve CS efficiency, rep output, or customer engagement quality
  • Experience in fintech, wealthtech, or financial services
  • Familiarity with RIAs or broker-dealers

Benefits

  • Equity
  • Medical, dental, reputed company benefits
  • 401k available

Company Overview

  • Trusted by reputed company and loved by advisors, reputed company is the leading AI operating system for wealth managers and financial advisors. It was founded in 2023, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 201-500 employees. Its website is https://reputed company.ai.
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