Job Description

WHAT WE DO

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. We invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and are the champions of the Fearless Investing Movement — tens of thousands of financial advisors are committed to our mission of empowering the world to invest fearlessly.

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.

WHAT YOU’LL BE WORKING ON

We empower our customers to grow their businesses by enabling product adoption, advocating internally for their strategic needs, and ensuring their desire to renew their contracts and expand their usage over time.

The Account Manager (Network AM) is accountable for revenue retention and engagement of Wealth Network Advisors—advisors operating under various enterprise-level agreements– in an assigned book of business. This role requires strong collaboration with our Managing Director of Partnerships, who owns the enterprise renewal conversations, ensuring that relevant insights and advisor engagement support renewal efforts.

As Nitrogen’s Network Account Manager you’ll:

Advisor Engagement & Growth

• Develop and execute a structured engagement plan to ensure regular, meaningful touchpoints with Wealth Network Advisors.
• Leverage creative approaches to maintain advisor engagement, ensuring they remain active and invested in our platform.
• Identify opportunities for advisor growth, usage expansion, and additional product adoption.
• Ensure advisor needs and feedback are effectively communicated internally to influence product development and engagement strategies.

Collaboration & Cross-Functional Alignment

• Work closely with the Managing Director of Partnerships, providing insights, notes, and updates to support renewal conversations at the enterprise level.
• Partner with internal teams, including Sales and Customer Support, to drive additional value for advisors under enterprise agreements.
• Participate in team and cross-functional meetings, including product training and all-company standups (Pulse).

Account Management & Data Tracking

• Maintain accurate and detailed account notes to ensure seamless coordination between the AM team and Partnerships.
• Track and document all advisor interactions, key insights, and engagement metrics in Salesforce.
• Maintain adequate data in Salesforce related to accounts, contacts, and users.

Renewals, Churn Mitigation & Operational Support

• Support operational processes related to billing, contract amendments, and renewals.
• Be proactive in identifying and mitigating potential churn risks, escalating as needed.
• Manage customer cases related to billing and contract inquiries, ensuring timely resolution and clear communication.

Continuous Improvement & Reporting

• Participate in call reviews with leadership and peers for continuous improvement.

• Complete accurate and timely reporting (e.g., Weekly Performance Metric Tracking).

• Share customer product enhancement requests and feedback.

• Assign and communicate priority to customer escalations, following SOPs for proposing solutions and ensuring customer satisfaction.

Requirements

• 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

• Strong organizational skills—able to track, manage, and document advisor engagement effectively as well as manage multiple priorities and stakeholders
• Exceptional communication and collaboration—able to work cross-functionally and translate advisor insights into actionable strategies.
• Ability to think creatively about engagement strategies, ensuring consistent and meaningful advisor interactions.
• Strong attention to detail, ensuring that relevant information is captured and relayed accurately for renewal conversations.
• Ability to work independently while maintaining strong alignment with internal stakeholders.
• Data-driven mindset—able to analyze engagement trends and identify areas for improvement.

The expected compensation range for this role is a $60-$65k Salary plus Incentive Compensation.

Lesser experience may result in lower compensation and greater experience may result in greater compensation than the stated range.

Benefits

Financial Benefits & Perks

• 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
• Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money.

Health & Family

• Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family.
• Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits all and neither are your health savings options!
• Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members!
• Discounted pet insurance available. Pets are family too!!

Time Away & Culture

• 3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well.
• 11 paid company holidays per year. Enjoy your time off; you deserve it!
• Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up!
• Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together.
• Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.

WANT TO KNOW MORE?

While you can learn a lot from a job description, you may have more questions, and that’s totally okay! 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:

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