PEAK6
PEAK6 is not your typical investment firm.
Hybrid

Enterprise Account Manager

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WHO WE ARE
Founded in May 2018, Zogo has been on an inspiring journey in the realm of financial education. Over the years, we've had the privilege of partnering with 250 financial institutions and assembling a dedicated team of passionate and skilled team members. Our impact is something we're incredibly proud of, with a user-base that has grown to over 1.5M people who have diligently completed more than 10 million education modules.
While we've seen amazing growth and engagement, our commitment remains the same: to make finance accessible and enjoyable for everyone. We invite you to learn more about our journey and the work we do by visiting our website at zogo.com. Join us in our mission to transform financial literacy into a captivating adventure!
ABOUT THIS ROLE
Zogo is currently seeking a focused, highly-motivated, full-time Enterprise Account Manager to join our team in Austin, Texas. Zogo has reached over 250+ partnerships because of our fast-paced, team-oriented attitude. We don't set goals to meet them, we set goals to exceed them. This role will focus primarily on sales closing and play a critical role in executing Zogo's 2023 revenue and partnerships goals.
Zogo is looking for candidates who strive to set themselves apart from their peers and will play a critical role in a fast-growing, fintech start-up. We are scrappy, agile, and excited to add a like minded, key player to our team.
The Enterprise Account Manager role will be critical for onboarding and maintaining enterprise accounts, and ensuring that enterprise clientele are on track to renew. Individuals in this role will also be responsible for coordinating with Sales team members around new client information, and pre-sale conversations. Enterprise Account Managers will oversee every step of the enterprise client journey, from onboarding, to establishing KPI's, creating upsell opportunities, QBR's and preliminary renewal discussions.
Responsibilities

  • Determining and understanding the needs and problems of an enterprise clientele in order to effectively enable Zogo as a solution.
  • Reporting to Lead Enterprise Account Manager
  • Effectively onboard clientele using relevant tools and software.
  • Consistently meeting and exceeding enterprise client expectations.
  • Comfortable working in a fast paced environment and effectively respond to change when needed.
  • Coordinating with Account Executives, Lead Account Manager, Revenue Team leaders and Product team members.
  • Collaborating on data documentation, reporting, and metric tracking.
  • Operational excellence to meet and exceed the needs of a developing team.
  • Understanding areas of growth per account by leveraging established relationships and building new ones with clientele.
  • Driving adoption and growth by fostering strong, collaborative relationships with customers, acting as a trusted advisor for their specific needs.
  • Proactively identify and mitigate risks for customers at different stages in the customer lifecycle.
  • Translate customer feedback into actionable insights, contributing to the enhancement of Zogo's products and services.


YOUR EXPERIENCE

  • Bachelor's degree or equivalent experience.
  • Experience (with examples) of building trusted, long-term relationships with enterprise customers
  • Ideal candidate is 2-3 years of experience or proven experience as an Account Manager, Account CSM, or similar role.
  • Well spoken and comfortable speaking / presenting.
  • Demonstrated success with account management involving six-figure ARR deals.
  • Ability to prioritize opportunities, overcome obstacles and obtain results.
  • Excellent written and verbal communication skills.
  • Ability to multitask, organize, and manage competing priorities.
  • Excited to join a fast-growing, fintech startup.
  • Strong customer focus and service orientation.
  • Experience working with virtual meeting platforms, such as Zoom, to conduct virtual meetings.
  • Preferred experience with SaaS products and/or products within the fintech space.
  • Preferred experience using Zoom, GSuite, Hubspot (or another CRM platform).


#ZOGO
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
PEAK6 is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, natural or protective hairstyle, genetics, disability, age, or any other basis forbidden under federal, state, or local law.

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What are PEAK6 Perks + Benefits

PEAK6 Benefits Overview

At PEAK6, you’ll find flexibility with our work-life balance, collaborative spirit, and the ability to cater to your strengths while having opportunities to cultivate new ones.

At PEAK6 we’ve created a company that not only does great work, it’s also a great place to work. PEAK6 employees enjoy the generous health, vision, and dental insurance plans and matching 401(k) programs you’d expect from a company consistently rated one of “Chicago’s Best and Brightest Employers.” And, then some.

We offer a formalized mentorship program for entry-level trading associates and software engineers, as well as several internships and bootcamps for college students. We make diversity, equality, and inclusion a focus and have invested in a vibrant philanthropy program to support the communities where our people live and work.

Culture
Partners with nonprofits
PEAK6 offers coordinated volunteer and philanthropic opportunities throughout the year including, Go Red For Women, Socktober, Filling in the Blanks Backpack Drive, Matching Gifts, and Holiday Giving.
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Employee-led culture committees
Hybrid work model
In-person all-hands meetings
Flexible work schedule
Remote work program
As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
POWHER seeks to amplifying women’s voices through the knowledge of money.  BRIDGE, Black Resourceful Individuals Dissolving Gaps Everywhere
Diversity recruitment program
Health Insurance + Wellness
Flexible Spending Account (FSA)
We offer generous medical, vision & dental plans, including Preferred Provider Organization (PPO) and Health Savings Account (HSA) options.
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
We offer annual wellness screens and flu shots at no additional cost to employees.
Mental health benefits
Offering Ginger, emotional well-being, and mental health apps to employees and their dependents ages 18 and older. GuidanceResources, is an employee assistance program to help with life's challenges.
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
PEAK6 offers a Matching Gift Program to encourage employees to become active in the support of non-profit organizations and to have a voice in determining the recipients of charitable contributions.
Child Care & Parental Leave
Generous parental leave
Family medical leave
PEAK6 offers up to 12 weeks of unpaid, job-protected leave per year, as well as maintained health benefits, for any employee eligible under the Family and Medical Leave Act (FMLA).
Adoption Assistance
PEAK6's adoption assistance program provides employees with reimbursement for up to $5,000 (per child) of adoption expenses.
Vacation + Time Off
Generous PTO
PEAK6's vacation policy includes three weeks of PTO, plus 5 personal days. Employees with 5 years of service accrue four weeks of PTO, plus 5 personal days.
Sabbatical
Paid holidays
Paid sick days
Bereavement leave benefits
Office Perks
Commuter benefits
PEAK6 offers pre-tax commuter benefits for all employees through WageWorks, as well as a Zipcar discount.
Company-sponsored outings
PEAK6 has themed social events throughout the year as well as a popular annual company party known for featuring surprise, high-profile stars like Imagine Dragons, The Chainsmokers, and Keith Urban
Free snacks and drinks
PEAK6 has a fully-stocked kitchen that includes a cereal bar, coffee bar, a variety of healthy food choices and drinks, as well as an abundance of snacks to put a rumbling stomach to rest.
Some meals provided
Company-sponsored happy hours
The Culture Club at PEAK6 works to host themed social events throughout the year.
Onsite office parking
Recreational clubs
We sponsor various teams based on employee interest, such as: table tennis, beach volleyball, soccer, kickball, flag football, dodgeball, and whirlyball.
Relocation assistance
We offer relocation assistance plans for new employees and their families.
Fitness stipend
PEAK6 offers free yoga classes to Chicago employees at Bottom Line Yoga, which are currently conducted via Zoom.
Mother's room
Onsite gym
Professional Development
Job training & conferences
PEAK6 is firmly committed to learning and development as a way to grow and develop employees.
Tuition reimbursement
At the discretion of management and after completing one full-year of employment, we reimburse up to $8,000 per employee each calendar year for certifications and other educational programs or degree.
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Paid industry certifications

Additional Perks + Benefits

We have a dedicated team of employees who volunteer to be a part of our Connections Club. This group works to connect employees through delightful experiences while making a positive impact on PEAK6 life. The Connections Club plans many social and philanthropic employee events throughout the year.

We host bi-annual Hackathons as a collaboration of our technology, trading, support and analytics teams to develop, build, and present new ideas to the firm. The teams are free to explore solutions to problems in and outside of the day-to-day work. Winning Hackathon solutions are frequently deployed and tested in the firm.

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