{"id":879351,"url":"https://alion.io/job/redoak-account-manager","title":"Account Manager","company":{"id":685994,"name":"Red Oak","domain":"redoak.com","url":"https://alion.io/company/redoak-2","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Marketing","role_family":"Marketing","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":76000,"max_usd":148000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":417},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Claude","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-09-11T19:36:26Z","employer_posted_date":"2026-09-11","last_verified_at":"2026-10-20T23:52:42Z","board_verified":true,"closed_at":null,"days_open":39,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":39},"description":"About Red Oak\nRed Oak builds compliance and distribution software for the asset management industry, automating the review of sales and marketing content so regulated firms stay compliant without slowing down. 19 of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. We're the only provider delivering a fully integrated compliance and distribution platform in a single offering, and one of the fastest-growing companies in compliance technology.\nOur vision: we become the compliance layer every Financial Services firm runs on.\nWhy This Role Matters\nOur accounts are our biggest growth lever. Most clients start with a single product, and the cross-sell opportunity across our platform is significant and largely untapped. Following the recent Red Oak and MirrorWeb merger, the combined book created cross-sell opportunity neither company had on its own, and our account management team is scaling to meet it. You'll help build that team: a book of business from day one, new products coming to market, and your fingerprints on how we grow. High autonomy. High ownership. High impact.\nWhat Success Looks Like\n90 Days: Introductory contact with all highest-priority accounts in your book; strong pipeline created with a healthy set of qualified opportunities in Salesforce; clean pipeline hygiene; fluent in Red Oak's sales process, playbooks, and products.\n\n180 Days: Growing pipeline with early closed-won expansion revenue.\n\n270 Days: Expanding pipeline with meaningful cumulative closed-won revenue.\n\nYear 1: Substantial pipeline built, on track toward quota.\n\nFully Ramped: Sustained pipeline at full annual quota.\n\nThe Role\nYou'll own a sizable portfolio of midmarket and lower-enterprise accounts, spanning a range of priority tiers. Most accounts today run a single product - Compliance or Distribution - with significant cross-sell room. Deal size and cycle length vary widely as the platform matures and cross-sell expands. A Client Success Manager owns onboarding, adoption, retention, and day-to-day support - you own the commercial and strategic relationship.\nResponsibilities\nOwn expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals\n\nBuild executive relationships with documented account plans and multi-year growth strategies\n\nMulti-thread across marketing, sales, and compliance stakeholders within complex accounts\n\nBuild and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce\n\nLead commercial negotiations from qualified opportunity through legal and procurement to a signed contract\n\nUse AI tools to research accounts, surface expansion signals, and accelerate deal prep - Gong for call review and deal-health signals, Claude throughout the deal cycle for account research and commercial materials\n\nPartner with Client Success, Product, and Sales to refine the expansion playbook as the platform evolves\n\nRepresent Red Oak at industry events and client on-sites; approximately one trip per month\n\nWhat You'll Bring\n3+ years in account management, account executive, or client-facing sales within SaaS (industry-agnostic - financial services or fintech background welcome but not required)\n\nExperience selling into financial services (wealth managers, asset managers, or compliance teams) is a strong differentiator, not a requirement\n\nComfort multi-threading across multiple stakeholders - marketing, sales, compliance - within a single account; deal size itself isn't the bar\n\nStrong Salesforce discipline: reliable forecasting and pipeline hygiene\n\nExperience navigating negotiation, legal, and procurement processes through to a signed contract\n\nAI fluency in your sales workflow: account research, call prep, outreach, deal analysis. This is table stakes here\n\nClear, confident communicator with C-suite stakeholders - you can run a room and know when to listen\n\nBenefits\nEquity Appreciation Rights: share in what we're building\n\nComprehensive health coverage: medical, dental, and vision\n\n401(k) with a 3% company contribution\n\n20 days PTO annually, plus your birthday off and paid sick leave\n\nEnhanced family leave\n\nLife insurance\n\nHow We Work\nHigh standards, direct feedback. Our buyers operate in regulated environments where mistakes have real consequences, and we build and sell with the same rigor. Ownership culture.\nWork Structure\nRemote. 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