Account Manager in Katowice

Nitrogen equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and keep them fearless. Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with trusted, deterministic analytics to turn complex financial insights into persuasive visuals. The result: clearer conversations, stronger relationships, and advisors who can prove their value in every client meeting.

THE TEAM

Account Management team empowers our customers to grow their businesses by driving product adoption, advocating internally for their strategic needs, and building strong, lasting partnerships that support both retention and growth. The Account Manager (AM) is accountable for retaining and growing revenue across an assigned book of business by driving customer engagement, securing renewals, mitigating churn risk, and identifying opportunities to expand product adoption and usage over time.

WHAT YOU'LL BE DOING

• Engaging with customers throughout the Customer Journey with meaningful activities that result in both an improvement to the customer health metric (Health Score, NPS score, etc.).
• Facilitating sales calls with existing customers using a value-based sales methodology and defined call structure.
• Following established operational processes related to contract amendments, including but not limited to upsells, upgrades, renewals, and cancellations.
• Identifying and prioritizing opportunities for account growth & seeing them through to completion.
• Participating in driving the ideation and execution of the Advisor Direct Engagement Strategy.
• Engaging key contacts through Marketing Campaigns in order to increase engagement, product adoption, and growth opportunities.
• Maintaining adequate data in Salesforce related to Accounts, Contacts, Contact Information (i.e. emails, phone numbers), and Users.
• Participating in team and cross-functional meetings, including product training and all-company standups (Pulse).
• Establishing a cadence of activities that support a “one to many” strategy with the book of business in this segment.
• Engaging with Advisors and challenging them to become proficient with our product.
• Recommending available training opportunities including On-Demand and Live events.
• Partnering with our Coaching team to enable our customers to be successful with our product.
• Discovering growth opportunities with existing customers and closing additional ARR efficiently.
• Managing customer cases related to billing and contract inquiries throughout the customer lifecycle, ensuring timely resolution and clear communication to maintain account satisfaction and trust.
• Completing accurate and timely reporting - i.e. Weekly Performance Metric Tracking.
• Sharing customers’ product enhancement requests and feedback.
• Assigning and communicating priority to customer escalations.
• Following SOPs for proposing solutions and delighting the customer.
• Striving to achieve the customer retention goals established by leadership.
• Processing all renewal rate increases associated with customers in your book of business.
• Getting creative / bringing your own ideas to the table to save / win back customers who have requested to cancel.

2 years at a technology company with a SaaS subscription model.

2 years in a customer-facing role in technology.

1-year using Salesforce on a daily basis as part of your core role.

College degree or equivalent work experience.

KEY COMPETENCIES

• Adept at building quick rapport and acting as a “trusted partner” with customers.
• Effective written and verbal communication.
• Coachable - Willing to accept feedback and continuously improve.
• Adaptable - Work well in a fast-paced and changing environment.
• Must be able to see both the details and the bigger picture.
• Able to effectively prioritize and own various types of responsibilities and scenarios from start to finish.
• Be a team player.
• Be creative and thoughtful about your approach to the path to success!
• Speak the language of our core audience: Advisors, broker-dealers, corporate RIAs, custodians, clearing firms, asset managers, and compliance departments.
• Data Analysis - Experience with Salesforce reports and Google Sheets/Numbers/Excel.

Financial Benefits & Perks

• 4% 401(k) Match.
• Free Financial Planning Services.
• Medical, Dental & Vision insurance plans.
• Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA).
• Generous maternity & paternity leave.
• Discounted pet insurance.

Time Away & Culture

• 3 weeks vacation & 1 week sick time per year.
• 11 paid company holidays per year.
• Remote & in-person team building activities.
• Employee development is our priority.

WANT TO KNOW MORE?

We encourage all individuals interested in working at Nitrogen to learn more about us by checking us out on our website and social media platforms.