Account Manager
About Red Oak
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.
Why This Role Matters
Our accounts are our biggest growth lever. Most clients start with a single product, and the cross-sell opportunity across our platform is significant and largely untapped. Following the recent Red Oak and MirrorWeb merger, the combined book created cross-sell opportunity neither company had on its own, and our account management team is scaling to meet it. You'll help build that team: a book of business from day one, new products coming to market, and your fingerprints on how we grow. High autonomy. High ownership. High impact.
What Success Looks Like
90 Days: Introductory contact with all highest-priority accounts in yo
