Strategic Account Director

About the Company

At Boldin, our aim is to enable anyone to do better by making the most of their money and time. Our comprehensive financial planning platform allows anyone to create a plan and understand how decisions they make today can impact their future.

Responsibilities

• Own the full client lifecycle from post-sale onboarding through renewal and expansion
• Serve as the senior leader and main point of contact for assigned strategic accounts
• Build and maintain deep, executive-level client relationships
• Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team
• Monitor key success metrics and client health scores to mitigate churn risk
• Collaborate with Product, Engineering, and Client Success teams to deliver solutions
• Travel to client sites and industry events as needed to strengthen relationships

Requirements

• 5+ years of experience in client account management, customer success, or program management in SaaS or fintech
• Experience scaling account management practices in early-stage or fast-growing companies
• Proven track record of growing and expanding large, sophisticated accounts
• Excellent interpersonal and executive-level communication skills
• Strategic mindset with strong commercial acumen
• Ability to navigate ambiguity in a fast-paced, remote-first environment
• Willingness to travel occasionally for client meetings and events

Preferred Qualifications

• Experience in financial planning, wellness, or benefits platforms