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Own strategic enterprise accounts, driving retention, renewals, expansion, quota attainment, and revenue growth. Build account plans, cultivate executive relationships, lead business reviews, negotiate commercial agreements, manage forecasts and pipeline, identify risks and opportunities, and coordinate internal teams to deliver client value. Serve as a strategic advisor and advocate for major clients while sharing account-management best practices and supporting team development.

Build reusable integrations between Wealth.com and financial custodians, applying systems and security expertise in regulated environments. Support deployments, credential and key rotation, incident response, audits, compliance reviews, and client cutovers. The role requires calm, precise troubleshooting and communication with banking clients during high-stakes production and regulatory events.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.

Partner with product to define success metrics, build and maintain dashboards, analyze product usage and revenue, improve AI self-service in Omni/Amplitude, deliver ad hoc analyses, and present actionable insights to leadership.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

Seeking Applied Scientist to build scalable AI systems for estate planning, focusing on production-grade applications and document understanding using advanced AI models.

Lead product marketing for Wealth.coms enterprise segment, owning positioning, go-to-market strategy, launches, sales enablement, lifecycle email campaigns, competitive analysis, and cross-functional coordination to drive adoption and retention while executing hands-on marketing and leveraging AI tools.

Manage high-volume inbound leads and outbound prospecting to generate qualified meetings and pipeline. Use CRM and prospecting tools, meet quotas, collaborate with Sales/Marketing/Product, track opportunities, and prioritize a client-first sales experience.

Lead white-glove onboarding for strategic enterprise wealth-management clients while building the onboarding program, playbooks, training, and infrastructure to scale. Manage and coach the Onboarding team, partner with Sales, Product, and Support to remove friction, define success metrics (time-to-value, activation, completion, early retention), and create self-service options to improve efficiency and adoption across RIAs, broker-dealers, and private wealth firms.