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About the Role
You'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.
Responsibilities
- Own expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals
- Build executive relationships with documented account plans and multi-year growth strategies
- Multi-thread across marketing, sales, and compliance stakeholders within complex accounts
- Build and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce
- Lead commercial negotiations from qualified opportunity through legal and procurement to a signed contract
- Use 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
- Partner with Client Success, Product, and Sales to refine the expansion playbook as the platform evolves
- Represent Red Oak at industry events and client on-sites; approximately one trip per month
Requirements
- 3+ years in account management, account executive, or client-facing sales within SaaS (industry-agnostic — financial services or fintech background welcome but not required)
- Experience selling into financial services (wealth managers, asset managers, or compliance teams) is a strong differentiator, not a requirement
- Comfort multi-threading across multiple stakeholders — marketing, sales, compliance — within a single account; deal size itself isn't the bar
- Strong Salesforce discipline: reliable forecasting and pipeline hygiene
- Experience navigating negotiation, legal, and procurement processes through to a signed contract
- AI fluency in your sales workflow: account research, call prep, outreach, deal analysis. This is table stakes here
- Clear, confident communicator with C-suite stakeholders — you can run a room and know when to listen
Skills
- Salesforce
- AI tools
- Gong
- Claude
- Negotiation
- Communication
Location
- Remote
Work Type
- Remote
- Travel ~1x a month
Experience Level
- 3+ years
Benefits
- Equity Appreciation Rights: share in what we're building
- Comprehensive health coverage: medical, dental, and vision
- 401(k) with a 3% company contribution
- 20 days PTO annually, plus your birthday off and paid sick leave
- Enhanced family leave
- Life insurance
About the Company
- Red 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.
- Our vision: we become the compliance layer every Financial Services firm runs on.
- High 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.