--- title: 'Account Manager at Red Oak' canonical: 'https://feeny.ai/job/account-manager-red-oak-remote-dpqzqa2hxjgg' type: 'job' last_seen: '2026-09-12' --- # Account Manager at Red Oak - **Company:** Red Oak - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-09-11 - **Last confirmed live:** 2026-09-12 - **Apply:** https://jobs.ashbyhq.com/red-oak/a49f0362-4390-4b60-b1db-986d6a783afd ## Job description ## 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 your book; strong pipeline created with a healthy set of qualified opportunities in Salesforce; clean pipeline hygiene; fluent in Red Oak's sales process, playbooks, and products. - 180 Days: Growing pipeline with early closed-won expansion revenue. - 270 Days: Expanding pipeline with meaningful cumulative closed-won revenue. - Year 1: Substantial pipeline built, on track toward quota. - Fully Ramped: Sustained pipeline at full annual quota. ## The Role You'll own a sizable portfolio of midmarket and lower-enterprise accounts, spanning a range of priority tiers. Most accounts today run a single product — Compliance or Distribution — with significant cross-sell room. Deal size and cycle length vary widely as the platform matures and cross-sell expands. A Client Success Manager owns onboarding, adoption, retention, and day-to-day support — you own the commercial and strategic relationship. ## Responsibilities - Own expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals - Build executive relationships with documented account plans and multi-year growth strategies - Multi-thread across marketing, sales, and compliance stakeholders within complex accounts - Build and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce - Lead commercial negotiations from qualified opportunity through legal and procurement to a signed contract - Use AI tools to research accounts, surface expansion signals, and accelerate deal prep — Gong for call review and deal-health signals, Claude throughout the deal cycle for account research and commercial materials - Partner with Client Success, Product, and Sales to refine the expansion playbook as the platform evolves - Represent Red Oak at industry events and client on-sites; approximately one trip per month ## What You'll Bring - 3+ years in account management, account executive, or client-facing sales within SaaS (industry-agnostic — financial services or fintech background welcome but not required) - Experience selling into financial services (wealth managers, asset managers, or compliance teams) is a strong differentiator, not a requirement - Comfort multi-threading across multiple stakeholders — marketing, sales, compliance — within a single account; deal size itself isn't the bar - Strong Salesforce discipline: reliable forecasting and pipeline hygiene - Experience navigating negotiation, legal, and procurement processes through to a signed contract - AI fluency in your sales workflow: account research, call prep, outreach, deal analysis. This is table stakes here - Clear, confident communicator with C-suite stakeholders — you can run a room and know when to listen ## Benefits - Equity Appreciation Rights: share in what we're building - Comprehensive health coverage: medical, dental, and vision - 401(k) with a 3% company contribution - 20 days PTO annually, plus your birthday off and paid sick leave - Enhanced family leave - Life insurance ## How We Work High standards, direct feedback. Our buyers operate in regulated environments where mistakes have real consequences, and we build and sell with the same rigor. Ownership culture. Work Structure Remote. Travel ~1x a month. ## About Red Oak ## Company Overview - **One-liner**: Red Oak provides purpose-built compliance software for financial services firms, automating advertising review, registration management, and regulatory supervision. - **Entity Type**: Private – backed by private equity (Mainsail Partners, late 2023) - **Headquarters**: Cedar Park, Texas, USA (with additional offices in North Tustin, CA, and remote employees) - **Founded**: 2010 - **Founders**: Stephen Pope, Cathy Vasilev, Rick Grashel ## Core Business - **Primary industry/industries**: Financial services compliance technology (RegTech) - **Target customers**: Broker-dealers, Registered Investment Advisors (RIAs), asset managers, banks, insurance firms, and other regulated financial entities - **Mission or purpose statement**: “To create smarter, more efficient compliance solutions for the financial services and insurance industries” – built by compliance experts to solve the pervasive problems compliance professionals face every day. ## Products & Services - **Red Oak Compliance Connectivity Platform** – Unified SaaS platform that integrates content creation, review, distribution, and supervision. Modules include: - **Advertising Review** (AI-powered, leveraging LLMs for faster approvals) - **Disclosure Management** – centralize and automate regulatory disclosures - **Registration Management** – track licensing, credentials, and deadlines with FINRA integration - **Complaint Management** – handle regulatory complaints and inquiries - **Social Media Compliance** – monitor, pre-approve, and archive rep social media activity - **Website Monitoring & Internet Supervision** – track undisclosed activities and record website changes (acquired via SiteQuest) - **Distribution & Engagement Platform (4U)** – distribute, personalize, and measure compliant marketing content - **Additional modules** – attestations, forms review, gifts & non-cash compensation, AML/fraud case management, RFP review All modules are configurable, books & records compliant, and supported by 24/7 support with <1 hour average ticket resolution and >99.9% uptime. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company) - **Key Metric**: Serves **over 2,000 firms globally**, including **more than half of the top 20 global asset managers** - **Notable Investors/Partners**: Mainsail Partners (private equity partner since late 2023); acquisition of SiteQuest (2024) - **Growth Signals**: - Named to **INC 5000 Fast Growing Companies**, **Financial Times Fastest Growing Private Firms**, **RegTech Top 100 Global Regulatory Compliance Innovators**, and **AI FinTech 100** – all consecutively - 84 NPS score and low churn rate - Rapid expansion of platform modules and AI capabilities - 116 total employees (as of listing on Built In) ## Competitive Advantages - **Purpose-built by compliance practitioners** – deep domain expertise embedded in the product - **Most configurable workflow engine** – firms can adapt the software to their processes, not vice versa - **AI-powered advertising review** that reduces review cycles and accelerates compliant content - **End-to-end compliance coverage** – from content creation to supervision to distribution - **Industry-leading support** – 24/7, <1 hour average resolution, white-glove implementation - **Proven scale** – trusted by half of the top 20 global asset managers ## Strategic Focus - **AI integration** – expanding use of LLMs and prompt engineering for advertising review and other modules - **Platform expansion** – adding modules (Disclosure, Registration, Complaint Management) and enhancing the unified platform - **Supervision capabilities** – deepened via SiteQuest acquisition for website monitoring and internet supervision - **Scaled growth** – leveraging Mainsail Partners investment to accelerate innovation and market reach ## Why Work Here - **Culture (“ROCCstar”)**: Collaborative, transparent, nimble, customer-obsessed, and fun – with events like ROCCstar Olympics and Halloween conga lines - **Work model**: Hybrid with on-site options in Cedar Park, TX and North Tustin, CA; also remote roles available - **Perks**: Unlimited PTO, competitive compensation, health/dental/vision, 401(k) with generous match, HSA/FSA, employee wellness initiatives, relaxed dress code - **Engineering culture**: Full-stack roles, opportunity to build on a mission-critical platform used by top financial firms; emphasis on continuous enhancements with zero downtime - **Growth**: Fast-growing company with clear career progression; roles include Account Manager, Client Success Manager, Full Stack Software Engineer, Director of RevOps (as of recent job postings) ## Sources 1. [redoak.com](https://www.redoak.com/) – Company homepage, product descriptions, client metrics 2. [redoak.com/about/our-story](https://www.redoak.com/about/our-story/) – Founding story, acquisition of SiteQuest, Mainsail partnership, awards 3. [redoak.com/about/](https://www.redoak.com/about/) – Support, cost control, compliance expertise 4. [redoak.com/about/join-our-team](https://www.redoak.com/about/join-our-team/) – Culture, values, perks, benefits 5. [builtin.com/company/red-oak](https://builtin.com/company/red-oak) – Office locations, employee count, recent job listings, workspace type ## Other roles at Red Oak - [Key Client Success Manager](https://feeny.ai/job/key-client-success-manager-red-oak-austin-42nr81czneck) — Austin, TX - [GTM Systems Administrator](https://feeny.ai/job/gtm-systems-administrator-red-oak-austin-v3n53e38mz5k) — Austin, TX - [Account Manager](https://feeny.ai/job/account-manager-weekday-bengaluru-cpq1xh17qx2y) — Bengaluru, India - [Account Manager](https://feeny.ai/job/account-manager-kaseya-careers-dublin-tm5tczmj8zwh) — Dublin, Ireland - [Account Manager](https://feeny.ai/job/account-manager-zen-educate-los-angeles-w28pxh745tc1) — Los Angeles, CA - [Account Manager](https://feeny.ai/job/account-manager-human-united-states-rwamyagkce69) — United States - [Account Manager](https://feeny.ai/job/account-manager-kaseya-careers-miami-n7fzve1jedjd) — Miami, FL - [Account Manager](https://feeny.ai/job/account-manager-gamechanger-united-states-fe0de0n7b2zt) — United States - [Account Manager](https://feeny.ai/job/account-manager-govdash-remote-ang9n4bjtcqw) - [Account Manager](https://feeny.ai/job/account-manager-smithrx-remote-cv56s7w38j01)