Wealth.com

The SMB Account Manager will manage relationships with small to medium-sized clients to drive adoption, retention, and expansion. They will act as the primary point of contact throughout the customer lifecycle, coordinating internal resources to ensure client success and revenue growth.

The associate will respond to client support inquiries via phone, email, and live chat while managing ticket escalations and maintaining documentation. They will also contribute to AI system improvements by analyzing customer inquiries to train the chatbot and identify new use cases.

Build and maintain the automation and integration layer across the GTM stack, focusing on Salesforce administration and API connections. Implement AI-assisted workflows and ensure the accuracy of revenue data and reporting.

Design and manage the GTM tech stack and automation layer to optimize client acquisition and retention. Implement AI-native workflows and oversee deal desk operations, pricing models, and Salesforce data integrity.