Job description

WHAT WE DO Nitrogen equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and keep them fearless. Since launching Riskalyze in 2011, we've been on a mission to create what we call Catalyst Moments — those powerful instances when an advisor leads a client from confused and fearful to confident and fearless. Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Insurance Alignment, Investment Research, Income Planning, Tax Intelligence, and Legacy Planning, combining agentic AI with trusted, deterministic analytics to turn complex financial insights into persuasive visuals. The result: clearer conversations, stronger relationships, and advisors who can prove their value in every client meeting. Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and the first wealthtech company to earn ISO 42001 certification, Nitrogen is built on thirteen years of advisor data and half a trillion dollars in assets on platform. We invented the Risk Number®, built on a Nobel Prize-winning academic framework, and we champion the Fearless Investing Movement — because a world empowered to invest fearlessly starts with empowered advisors. Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly. THE TEAM The Account Management team empowers our customers to grow their businesses by driving product adoption, advocating internally for their strategic needs, and building strong, lasting partnerships that support both retention and growth. The Account Manager (AM) is accountable for retaining and growing revenue across an assigned book of business by driving customer engagement, securing renewals, mitigating churn risk, and identifying opportunities to expand product adoption and usage over time. WHAT YOU'LL BE DOING • Within the Advisor Direct segment, the AM is responsible for engaging with customers throughout the Customer Journey with meaningful activities that result in both an improvement to the customer health metric (Health Score, NPS score, etc.). And, Customer’s decision to: renew at the end of their term, expand their partnership (purchase additional licenses or products), and refer others • Facilitate sales calls with existing customers using a value-based sales methodology and defined call structure • Follow established operational processes related to contract amendments, including but not limited to upsells, upgrades, renewals, and cancellations • Identify and prioritize opportunities for account growth & see them through to completion • Participate in driving the ideation and execution of the Advisor Direct Engagement Strategy • Engage key contacts through Marketing Campaigns in order to increase engagement, product adoption, and growth opportunities • Maintain adequate data in Salesforce related to Accounts, Contacts, Contact Information (i.e. emails, phone numbers), and Users. • Participate in team and cross-functional meetings, including product training and all-company standups (Pulse). • Establish a cadence of activities that support a “one to many” strategy with the book of business in this segment: • Engage with Advisors and challenge them to become proficient with our product • Recommend available training opportunities including On-Demand and Live events. Partner with our Coaching team to enable our customers to be successful with our product. • Discover growth opportunities with existing customers and close additional ARR efficiently • In partnership with cross-functional teams and leaders, establish content for and execute Advisor Direct engagement activities i.e. webinars, “office hours” • Manage customer cases related to billing and contract inquiries throughout the customer lifecycle, ensuring timely resolution and clear communication to maintain account satisfaction and trust. • Participate in Call Reviews with leadership and peers for continuous improvement • Complete accurate and timely reporting - i.e. Weekly Performance Metric Tracking • Share customers’ product enhancement requests and feedback • Assign and communicate priority to customer escalations. Follow SOPs for proposing solutions and delighting the customer. • Strive to achieve the customer retention goals established by leadership • Process all renewal rate increases associated with customers in your book of business - provide customers with notice prior to the deadline in accordance with our Terms of Service • Follow established protocols and get creative / bring your own ideas to the table to save / winback customers who have requested to cancel (i.e. booking and executing customer calls, adding customers to Marketo Campaigns based on their scenarios, etc.). Requirements • 2 years at a technology company with a SaaS subscription model • 2 years in a customer-facing role in technology • 1-year using Salesforce on a daily basis as part of your core role • College degree or equivalent work experience KEY COMPETENCIES • Adept at building quick rapport and acting as a “trusted partner” with customers • Effective written and verbal communication. Able to communicate complex information in a simple, clear, concise, professional, and friendly manner. • Coachable - Willing to accept feedback and continuously improve. • Adaptable - Work well in a fast-paced and changing environment, but contribute to the team and organization efforts to improve efficiency and effectiveness. • Follow through with your commitments and responsibilities; if you’re blocked from doing so, communicate that to leadership. • Must be able to see both the details and the bigger picture - identify when problems are repetitive or have patterns and escalate where appropriate. • Able to effectively prioritize and own various types of responsibilities and scenarios from start to finish. • Be a team player. We are all working toward a common goal and can only be successful if we work together, share our insights and ideas, and provide each other with feedback. • Be creative and thoughtful about your approach to the path to success! We are relying on you and your experience, intelligence, and creativity to improve customer engagement and achieve success. • Speak the language of our core audience: Advisors, broker-dealers, corporate RIAs, custodians, clearing firms, asset managers, and compliance departments. • Data Analysis - Experience with Salesforce reports and Google Sheets/Numbers/Excel - Able to analyze sets of data to make decisions. Lesser experience may result in lower compensation and greater experience may result in greater compensation than the stated range. Pending experience level the expected total compensation range for this position is $65k-$70k Salary plus Incentive Compensation (Total OTE range of $90k-$110k). Benefits Financial Benefits & Perks • 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation. • Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money. Health & Family • Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family. • Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options! • Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members! • Discounted pet insurance available. Pets are family too!! Time Away & Culture • 3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well. • 11 paid company holidays per year. Enjoy your time off; you deserve it! • Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up! • Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together. • Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career. WANT TO KNOW MORE? While you can learn a lot from a job description, you may have more questions, and that’s totally okay! We encourage all individuals interested in working at Nitrogen to learn more about us by checking us out on our website and social media platforms:

Requirements

Must-haves

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.
Facilitate sales calls with existing customers using a value-based sales methodology and defined call structure
Follow established operational processes related to contract amendments, including but not limited to upsells, upgrades, renewals, and cancellations
Identify and prioritize opportunities for account growth & see them through to completion
Participate in driving the ideation and execution of the Advisor Direct Engagement Strategy
Engage key contacts through Marketing Campaigns in order to increase engagement, product adoption, and growth opportunities
Maintain adequate data in Salesforce related to Accounts, Contacts, Contact Information (i.e. emails, phone numbers), and Users.
Participate in team and cross-functional meetings, including product training and all-company standups (Pulse).
Establish a cadence of activities that support a “one to many” strategy with the book of business in this segment:
Engage with Advisors and challenge them to become proficient with our product
Recommend available training opportunities including On-Demand and Live events. Partner with our Coaching team to enable our customers to be successful with our product.
Discover growth opportunities with existing customers and close additional ARR efficiently
In partnership with cross-functional teams and leaders, establish content for and execute Advisor Direct engagement activities i.e. webinars, “office hours”
Manage customer cases related to billing and contract inquiries throughout the customer lifecycle, ensuring timely resolution and clear communication to maintain account satisfaction and trust.
Participate in Call Reviews with leadership and peers for continuous improvement
Complete accurate and timely reporting - i.e. Weekly Performance Metric Tracking
Share customers’ product enhancement requests and feedback
Assign and communicate priority to customer escalations. Follow SOPs for proposing solutions and delighting the customer.
Strive to achieve the customer retention goals established by leadership
Process all renewal rate increases associated with customers in your book of business - provide customers with notice prior to the deadline in accordance with our Terms of Service
2 years at a technology company with a SaaS subscription model
2 years in a customer-facing role in technology
1-year using Salesforce on a daily basis as part of your core role
College degree or equivalent work experience

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: workable
Effort: medium

Benefits

Benefits detected in the listing.

Health Insurance

Dental

Vision

401(K)