Conquest Planning · 12 hours ago
Strategic Account Manager - US
United States
Full-time
Remote
Senior Level
5+ years expConquest Planning is a company focused on enhancing financial planning through technology and artificial intelligence. They are seeking an experienced Strategic Account Manager to drive revenue growth and client retention while collaborating with various internal stakeholders to ensure client success.
Artificial Intelligence (AI)Financial ServicesFinTech
Responsibilities
Be the main point of contact for Conquest at named enterprise accounts that have been designated to you
Uncover, qualify and close new opportunities within your account base
Generate and maintain a consistent pipeline throughout the year as you work towards achieving your annual quota
Ensure that opportunities and pipeline are up to date in Salesforce
Create and maintain an ongoing level of engagement with your named enterprise accounts including senior sponsors and decision makers
Maintain a cadence of communicating with clients about their adoption trends, and mining opportunities for deeper discovery
Act as the primary point of contact for all client business issues and escalations
Monitor customer feedback and represent the voice of the client to provide input into the product roadmap
Provide product demonstrations
Be responsible for the retention and growth of our clients by understanding their business needs and helping them succeed
Monitoring objectives and key results. (OKR's)
Report weekly results to internal / clients’ management team
Report monthly/quarterly/yearly (including variance) results to internal executives and customers
Stay informed of company and industry products, policy, and procedure changes and abreast of the competition and their offerings
Provide Conquest’s product development team with feedback to help further establish product market fit
Qualification
Required
5+ years of Account Management or Sales experience in financial services or a B2B SaaS company
Proven track record of success in a quota-carrying role
Proven ability to mine and uncover new opportunities and build pipeline
Exceptional communication skills (oral, written and presentation skills)
Experience building and maintaining relationships, including with Senior stakeholders
Passion for technology and for being a part of a fast-growing company
Experience working with cross-functional teams (e.g. Sales, Product, Marketing, Services)
A high level of organizational ability, accuracy and attention to detail is required
Flexible approach, able to operate effectively with uncertainty and change
Driven, self-motivated, enthusiastic and collaborative team player
Benefits
Competitive compensation
Generous benefits
Company
Conquest Planning
Conquest Planning provides financial planning software that supports personalized goal-based advice.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$108.46MKey Investors
Goldman Sachs AlternativesManulife FinancialFidelity International Strategic Ventures
2025-06-23Series B· $80M
2024-10-16Grant· $0.04M
2023-02-07Series A· $17.92M
Leadership Team
Mark Evans
President & CEO
Tom Burmeister
VP, Strategic Product Solutions
Recent News
2025-12-02
Company data provided by crunchbase