At NextCapital, our Relationship Managers are tasked with driving our enterprise customers’ adoption and expansion of NextCapital solutions across their channel ecosystem. We partner with our customers to unlock the solution and market strategies that will deliver better outcomes for their clients and partners. We want to make customers for life who become our best channels for growth through references and expansion.

We’re disrupting a market, which means we need strong Relationship Management to leverage account management best practices while encouraging iteration and learning. This role will define and evolve key account strategies to broaden our reach across and deeper into our growing enterprise customer account base. The ideal candidate will have experience managing complex accounts to achieve revenue targets (e.g., expansion, services, and retention), understand software adoption lifecycles, lean on data and insights, and work effectively with cross-functional teams (internally and within our customers) to enable our customers’ long-term success while informing and aligning with NextCapital’s strategic direction and initiatives. Ideally, this position is based in Chicago, with some consideration for Denver. This role will be reporting to the Chief Customer Officer

KEY RESPONSIBILITIES:

• Manage and own the revenue targets for a small portfolio of NextCapital’s enterprise accounts, from initial sale through their adoption, expansion, and long-term success with NextCapital solutions
• Establish a relationship with customer stakeholders and executive sponsors to become a strategic trusted advisor by understanding key business drivers and defining shared outcomes and success
• Develop and manage strategic account plans and business reviews that can be used to create internal and customer alignment with desired outcomes.
• Identify, develop, and close solution expansion and services opportunities, partnering with Business Development and NextCapital executive sponsors to maximize growth potential and optimizes our customers’ use of NextCapital’s platform and solutions
• Facilitate regular Executive Business reviews to enhance NextCapital’s partnerships with our customers and to inform and maintain strategic alignment.
• Work within our customer agile teams to identify and analyze success drivers and areas of risk, partner to implement continued improvements across the customer lifecycle, and institutionalize the voice of the customer and other closed-loop customer feedback programs
• Develop and maintain expertise across the NextCapital solution portfolio to proactively guide our customers’ understanding and use of the platform
• Monitor adoption and engagement metrics to proactively consult with, nurture, and provide support to our customers’ sales and marketing channels (internal and external), partnering with our marketing and advisory channel teams to leverage and evolve best practices and develop effective resources for our customers
• Nurture and identify customer references for use in sales, product, and community activities

Requirements

WHO WE’RE LOOKING FOR

• Bachelor's Degree and/or 2-4 years of experience in enterprise account management, Customer Success, or a related role with revenue accountability, ideally in a SaaS environment
• You have highly effective communication skills: you are able to translate complex issues in an understandable way to diverse array of internal and external stakeholders, including C-level executives.
• You have excellent written, verbal, and presentation skills.
• You are focused on data and metrics to garner insights and deliver value.
• You are a quick learner, tend to approach the unknown with creativity and curiosity, and are comfortable working in an agile environment.
• You have demonstrated the ability to handle difficult customers or situations under pressure and can drive to resolutions.
• You have the willingness and ability to have uncomfortable conversations, internally and with our customers, that build trust, candor, and the paths for mutual success.
• You can build and nurture relationships with multiple stakeholders at your customers to solidify our partnership and commitment to their success.
• You can demonstrate empathy and a unique ability to understand customer needs.
• As a nice to have, you understand the value chain of the Defined Contribution marketplace or have had some exposure to working in the Financial Services industry.

• It would be a plus if you have experience with SFDC; account management or Customer Success software.

Benefits

WHY YOU’LL LOVE IT

• Inform the future direction and business strategy of the largest financial institutions in the country
• Disrupt the financial advice industry by improving retirement outcomes for millions of people
• Receive great benefits like stock options, employer 401(k) match, and employer contributions to health, dental and vision coverage
• Enjoy a high performing yet laid back work environment surrounded by top quality employees who enjoy working and socializing together
• Get in on the ground floor of a growth stage company where you can have a real impact on the company's future
• Participate in company-sponsored cornhole leagues, Thursday After Hours (cards, video games, treats), fantasy football leagues, hackathons and other fun events.
• Enjoy a newly built out office on Michigan Avenue with unobstructed views of the lake and Millennium Park.
• Sip locally roasted coffee, iced tea, cold brew, or espresso at your modular sitting/standing desk.