Manager, Velocity Account Management

Responsibilities

• Own team-level GRR, NRR, and expansion quota across the Velocity book
• Drive consistent attainment through weekly deal reviews and accurate pipeline management in Salesforce
• Build and maintain scalable playbooks for the Velocity segment, including outreach cadences and renewal workflows
• Lead adoption of AI and automation tools to scale rep output and reduce manual work
• Lead structured weekly 1:1s focused on deal review, skill development, and accountability
• Coach reps through specific deal situations and model high-quality engagement on customer calls
• Partner with leadership on hiring, onboarding, and ramping new Velocity AMs

Requirements

• 3-6 years of quota-carrying experience in account management or sales at a B2B SaaS company
• 1-2 years in a team lead or management capacity
• Experience managing a team carrying NRR, GRR, or expansion quota
• Proficiency using Salesforce or a comparable CRM for pipeline management and forecasting
• Experience using data and cohort-level analysis to drive strategic decisions
• Proven ability to build or improve account management playbooks and operational workflows
• Demonstrated use of AI tools to improve efficiency or output

Preferred Qualifications

• Experience in fintech, wealthtech, or financial services
• Familiarity with RIAs or broker-dealers

Benefits

• Equity
• Medical, dental, and vision benefits
• 401k available