Account Manager - Swivel CRM

Job Description Job Description Account Manager (SaaS) — You Probably Dont Want This Job Company: Swivel Software Lets be honest upfront — this role isnt for most people. If youre looking for something easy, predictable, or low-effort... keep scrolling. This job will frustrate you, stretch you, and occasionally make you question your life choices (in a good way, eventually). Still here? Alright, lets talk. What Youd Be Getting Into At Swivel CRM, our Account Managers dont just "manage accounts." That would be too simple. Youll be: * Dealing with demanding customers who actually expect results * Juggling multiple clients, priorities, and last-minute curveballs * Translating messy real-world problems into clean SaaS solutions * Building relationships that actually matter (not just check-in calls) * Pushing accounts to grow — even when its uncomfortable Some days will feel like a win. Others will feel like controlled chaos. Why You Might Hate It * Theres nowhere to hide, your impact is visible * Youll need to think, not just follow a script * "Thats not my job" doesnt really exist here * Clients will rely on you (a lot) * Youll be expected to care about outcomes Why You Might Secretly Love It * Youll actually make a difference for customers * Youll learn SaaS, business strategy, and people skills fast * Youll work with a team that doesnt tolerate mediocrity * You wont be bored (ever) * Wins feel earned and theyre satisfying What Were (Reluctantly) Looking For * Experience in SaaS account management, customer success, or similar * Strong communication skills (translation: you can explain complex stuff simply) * Ability to stay calm when things get messy * Curiosity, you ask "why?" more than "what?" * Ownership mindset (you fix problems instead of pointing at them) The Basics * Competitive salary + performance incentives * Benefits package (yes, the usual stuff) * Remote/hybrid flexibility * Growth opportunities — if you can handle them ⚠️ Final Warning If you want a job where you can coast, this isnt it. If you want a job where youll grow, be challenged, and occasionally surprise yourself... ...you still might not want it. But if you do — wed like to hear from you. Company Description SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER. What we do - Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the worlds most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic. Our origin story - Adaptation As Inspiration Growing up, Matt Walker, Swivels co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects. Matt wanted a system that worked the way he did - seamlessly across products and clients. As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didnt. They either focused on wealth management or insurance (not both), and general-purpose CRMs didnt work the way Matt did. In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients. Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isnt cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor cant afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself). Company Description SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.

What we do -
Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the worlds most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.

Our origin story -
Adaptation As Inspiration
Growing up, Matt Walker, Swivels co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.

Matt wanted a system that worked the way he did - seamlessly across products and clients.
As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didnt. They either focused on wealth management or insurance (not both), and general-purpose CRMs didnt work the way Matt did.

In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did - seamlessly across products and clients.

Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isnt cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor cant afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).