Enterprise Growth Manager

The company is looking for an Enterprise Growth Manager who will be responsible for identifying, developing, and closing expansion opportunities within the company’s existing enterprise partnerships. This role will work closely with our Customer Success team to uncover opportunities to grow existing relationships through additional products, use cases, business lines, and expanded partnerships.

The ideal candidate brings experience in enterprise account management, sales, or a related commercial function and has a strong track record of working with large, complex organizations. Experience selling into major financial institutions, including large banks, wealth management organizations, and Wirehouses, is highly valuable.

This role requires someone who is comfortable owning a quota and taking a proactive, commercial approach to growth. While opportunities will primarily originate from existing customer relationships and warm introductions, this person must be comfortable hunting for opportunities, building internal relationships across complex organizations, navigating multiple stakeholders, and taking expansion opportunities from initial discovery through negotiation and close. Experience working in a high-growth startup environment is a plus.

KEY RESPONSIBILITIES

• Own the identification, development, and execution of expansion opportunities across the company’s existing enterprise customer base.

• Partner closely with Customer Success Managers to identify opportunities to grow existing relationships through cross-sell, upsell, new use cases, and expansion into additional business lines or teams.

• Take qualified expansion opportunities from initial discovery through proposal development, negotiation, and close.

• Develop a deep understanding of each customer’s organizational structure, strategic priorities, business model, and decision-making process.

• Identify and develop new internal relationships within existing accounts to uncover opportunities beyond the company’s current footprint.

• Maintain accurate pipeline visibility and provide regular forecasting on expansion opportunities and expected revenue.

• Identify customer needs, challenges, and strategic priorities that may create opportunities for additional products, services, or expanded partnerships.

• Bring customer insights and market feedback back to internal teams to help inform product strategy, commercial strategy, and future growth opportunities.

• Help develop repeatable approaches and playbooks for identifying and closing expansion opportunities across enterprise customers.

EXPERIENCE

• 10+ years of experience in enterprise sales, account management, business development, or a related commercial role.

• Demonstrated success growing and expanding existing enterprise customer relationships through cross-sell, upsell, and strategic account development.

• Experience owning and achieving against a revenue, bookings, or expansion quota.

• Significant experience selling into large, complex enterprise organizations, ideally major financial institutions such as large banks.

• Experience selling into wealth management organizations, Wirehouses, or other financial services platforms is highly preferred.

• Strong understanding of how to navigate complex enterprise sales cycles involving multiple stakeholders, business units, and decision-makers.

• Comfortable taking a proactive “hunter” mentality to identifying opportunities, even when working from existing relationships and warm introductions.

• Proven ability to build credibility and relationships with senior executives and decision-makers.

• Strong commercial judgment, negotiation, presentation, and communication skills.

• Experience working in a high-growth startup or similarly fast-paced environment is a plus

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

About the company

The company is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, the company’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, the company’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, the company helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.