Note: The job is a remote job and is open to candidates in USA. Red Oak is a company focused on providing solutions for client needs, and they are seeking an Account Manager to nurture and expand relationships with existing clients. The role involves managing client accounts, identifying growth opportunities, and collaborating with various teams to deliver tailored solutions that meet compliance needs.
Responsibilities
- Manage a portfolio of existing client accounts, ensuring high levels of satisfaction, retention, and engagement
- Identify and activate upsell and cross-sell opportunities by aligning client needs with Red Oak's expanding product suite
- Serve as the primary point of contact for client communications, issue resolution, and strategic planning
- Collaborate with Sales, Product, and Client Success teams to ensure seamless onboarding, adoption, and ongoing value delivery
- Take the lead on expansions and amendments, ensuring accuracy, compliance, and timely execution
- Monitor account health metrics, usage trends, and client feedback to proactively address risks and uncover growth opportunities
- Maintain a deep understanding of Red Oak's platform capabilities and how they can be applied to solve client-specific challenges
- Stay informed on industry trends, regulatory changes, and client business developments to provide relevant, forward-looking guidance
- Represent Red Oak at client meetings, industry events, and conferences to strengthen relationships and promote our brand
Skills
- 7+ years of account management, account executive or client-facing roles within a SaaS or financial services technology environment
- Proven track record in both investment wholesaling and enterprise software sales
- Proven ability to meet or exceed sales targets, drive the sales process from plan to close, and position complex solutions effectively
- Strong verbal and written communication skills, with the ability to present, negotiate, and influence stakeholders at all levels
- Demonstrated success working cross-functionally with Sales, Product, and Client Success teams to deliver coordinated client outcomes
- Familiarity with financial services workflows, compliance requirements, and SaaS business models
- Proactive, self-motivated, and highly accountable, with a strong desire to thrive in a high-growth, client-centric environment
- AI tools are a standard part of account management workflows — drafting client communications, summarizing meetings and tracking upsell opportunities
Company Overview
Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services. It was founded in 2010, and is headquartered in Cedar Park, Texas, USA, with a workforce of 51-200 employees. Its website is https://www.redoakcompliance.com/.