[Full-time] • Remote 

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. We’re at the precipice of an exciting time at our company. We have recently seen exponential growth, we’ve raised $20+M from top investors, and we’re optimistic about the future as we grow. 

About This Role

As Strategic  Account Director at Boldin, you are a relationship-driven, strategic operator committed to deepening our impact in the world of financial planning and wellness. You serve as the primary point of contact for a portfolio of strategic partner clients, acting as both trusted advisor and account strategist. You’re passionate about helping clients succeed with our co-branded financial planning solutions, and your focus is on driving long-term satisfaction, growth, and expansion across accounts.

You build deep relationships with senior client stakeholders, manage cross-functional internal teams, and identify ways to maximize value. Whether guiding a complex implementation or uncovering new business opportunities, you are always looking to grow revenue, enhance the client experience, and amplify Boldin’s value.

Reporting directly through the Sales Department, you are focused on driving revenue growth and expanding Boldin’s presence within B2B2C client accounts. This role centers on strategic sales execution, account expansion, and maximizing commercial outcomes by delivering Boldin’s financial planning solutions tailored for business clients serving their end consumers. The director acts as the primary sales strategist and trusted advisor to clients, ensuring retention, upsell, and cross-sell success.

This role includes periodic travel to client sites or conferences to build rapport and strengthen relationships in person.

Key Responsibilities

• Own the full client lifecycle — from post-sale onboarding and implementation through renewal, expansion, and the ongoing long-term relationship — as the primary point of contact throughout
• Serve as the senior leader and main point of contact across assigned accounts; Drive strategic account planning, renewals, and expansion opportunities
• Build and maintain deep, executive-level client relationships that position Boldin as a long-term strategic partner; ensure ongoing client success through proactive communication, regular touchpoints, QBRs, and client satisfaction surveys
• Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team\
• Monitor key success metrics and client health scores to anticipate needs and mitigate churn risk
• Operate with significant latitude in a lean, fast-moving environment — spotting where the practice needs to grow and helping build it, rather than waiting for a fully defined playbook
• As an early team member, help set the standard for what great strategic account management looks like at Boldin and influence the model future hires will run on
• Collaborate closely with Sales to scope and develop tailored proposals, leveraging the Ideal Customer Profile (ICP) to ensure strategic fit and alignment with both client needs and company objectives.
• Serve as the liaison between Sales, Success and Product teams, facilitating communication and feedback to ensure solutions meet client requirements and support long-term business strategy.
• Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product enhancements
• Travel to client sites and industry events as needed to strengthen relationships and represent Boldin

Requirements

• 5+ years of experience in client account management, customer success, or program management roles in SaaS or fintech environments
• Experience evolving or scaling an account management /customer success practice at an early-stage or fast-growing company — comfortable improving on a foundation while building what's still missing
• Proven track record of growing and expanding large, sophisticated accounts
• Excellent interpersonal, communication, and client-facing skills, including experience working with internal and external executive stakeholders
• Strategic mindset with strong problem-solving and commercial acumen
• Self-directed and comfortable with latitude, ambiguity, and shifting priorities, navigating ambiguity in a fast-paced, remote-first environment
• Experience in financial planning, wellness, or benefits platforms is a strong plus
• Willingness to travel occasionally for client meetings and events
  
  

  Salary Range

  $120,000 - $160,000 DOE

  We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.

  Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.