As an Account Manager at Red Oak, you will be responsible for nurturing and expanding relationships with existing clients, ensuring they receive maximum value from our solutions while identifying opportunities for growth and cross-sell. This role blends strategic account management with proactive sales activation, making it ideal for a relationship-driven professional who thrives in a fast-paced SaaS environment. You will serve as a trusted advisor to your clients, working cross-functionally to deliver tailored solutions that align with their evolving compliance needs.
ResponsibilitiesManage a portfolio of existing client accounts, ensuring high levels of satisfaction, retention, and engagement.
Identify and activate upsell and cross-sell opportunities by aligning client needs with Red Oak's expanding product suite.
Serve as the primary point of contact for client communications, issue resolution, and strategic planning.
Collaborate with Sales, Product, and Client Success teams to ensure seamless onboarding, adoption, and ongoing value delivery.
Take the lead on expansions and amendments, ensuring accuracy, compliance, and timely execution.
Monitor account health metrics, usage trends, and client feedback to proactively address risks and uncover growth opportunities.
Maintain a deep understanding of Red Oak's platform capabilities and how they can be applied to solve client-specific challenges.
Stay informed on industry trends, regulatory changes, and client business developments to provide relevant, forward-looking guidance.
Represent Red Oak at client meetings, industry events, and conferences to strengthen relationships and promote our brand.
7+ years of account management, account executive or client-facing roles within a SaaS or financial services technology environment.
Proven track record in both investment wholesaling and enterprise software sales.
Proven ability to meet or exceed sales targets, drive the sales process from plan to close, and position complex solutions effectively.
Strong verbal and written communication skills, with the ability to present, negotiate, and influence stakeholders at all levels.
Demonstrated success working cross-functionally with Sales, Product, and Client Success teams to deliver coordinated client outcomes.
Familiarity with financial services workflows, compliance requirements, and SaaS business models.
Proactive, self-motivated, and highly accountable, with a strong desire to thrive in a high-growth, client-centric environment.
AI tools are a standard part of account management workflows — drafting client communications, summarizing meetings and tracking upsell opportunities.
This position is remote, ideally near a financial center. Limited travel is required.
Skills Required
- 7+ years of account management, account executive or client-facing roles
- Proven ability to meet or exceed sales targets
- Strong verbal and written communication skills
- Familiarity with financial services workflows and compliance requirements
What We Do
Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services. Powered by transparent, auditable AI, Red Oak streamlines marketing review workflows, reduces friction between compliance and marketing teams, and enables faster, compliant growth. Once approved, content flows seamlessly through 4U for compliant distribution, engagement, and analytics—giving firms end-to-end visibility and control. Built by compliance experts and delivered with white-glove implementation and support, Red Oak helps firms stay audit-ready while moving faster with confidence. Red Oak also offers modular solutions to further automate compliance operations, including attestations, forms review, gifts and non-cash compensation, regulatory inquiries, AML and fraud case management, and RFP review.
