The manager will own the end-to-end vendor due diligence process, including VDDQs, RFPs, and RFIs, to streamline sales cycles. They will also maintain a centralized knowledge base and data room to ensure accurate, audit-ready compliance information for internal and external stakeholders.
The Network Account Manager is responsible for executing partnership agreements, driving advisor adoption, and managing network penetration. They act as the primary liaison for partners, coordinating co-marketing activities and ensuring all contractual obligations are met.
You will build and lead a high-caliber team of Enterprise Customer Success Managers to drive adoption, value realization, and growth for strategic financial services clients. Additionally, you will design engagement playbooks, manage executive relationships, and collaborate cross-functionally to influence the product roadmap.
