Owning retention, renewal, and growth across a defined book of complex network, wealth management, enterprise, and trust accounts
Building and sustaining trusted relationships with C-suite, principal, and executive stakeholders across the full client organization
Leading proactive, structured business reviews that connect Practifi's value to each client's broader strategy
Identifying and leading expansion opportunities across multi-entity and cross-firm relationships
Running enterprise-scale renewal and expansion conversations
Building account plans that map stakeholders, expansion surface area, and commercial milestones
Being the client's advocate inside Practifi by carrying what you learn back to Support, Implementation, and Product

7 to 10 years in client-facing account management, strategic customer success, or senior relationship management
Substantial experience in financial services, or strong, demonstrable working knowledge of wealth management, enterprise Registered Investment Advisor, trust company, or institutional firm dynamics
A real retention and expansion track record
Comfort and credibility in executive and C-suite conversations, and the judgment to navigate governance, compliance, procurement, and fiduciary complexity
Direct experience working with banks, trust companies, or bank-affiliated advisory practices (Nice-to-Have)
Familiarity with the Salesforce ecosystem or wealthtech platforms (Nice-to-Have)
Experience orchestrating cross-functional teams on multi-stakeholder, project-managed engagements (Nice-to-Have)
Experience leading change management and driving platform adoption across multi-stakeholder organizations (Nice-to-Have)

Account Manager

Key skills