Junior Account Manager

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

We’re looking for a Junior Account Manager to support our growing partnerships team in managing a diverse portfolio of 100+ partners. In this role, you’ll assist in managing partner relationships, marketing initiatives, and ensuring seamless collaboration across teams.

About You:

This is a great opportunity for a detail-oriented, relationship-driven professional with a passion for account management. The ideal candidate will also have a passion for project management - helping manage a book of business and have a strong marketing background.  You thrive in a collaborative environment and are someone who partners are excited to have a call with because you bring positive energy to everything that you do. Lastly, you are extremely organized and are excited to learn, contribute and help streamline workflows to drive success for Trust & Will partnerships.

About the Role:

• Support Partner Management: Assist in onboarding, managing and nurturing relationships with a portfolio of partners, ranging from Fortune 500s to SMBs.
• Coordinate Partner Requests: Help track and respond to partner inquiries, manage reporting, invoicing, and other administrative processes.
• Assist in Process Optimization: Contribute to building efficient workflows for partner management and marketing execution.
• Collaborate Cross-Functionally: Work alongside the Partnerships, Sales, Marketing, and Member Support teams to align strategies and drive partner success.
• Coordinate Marketing Initiatives: Work with partners to support marketing campaigns that drive engagement, brand awareness and maximize ROI for Trust & Will.
• Monitor Performance & Reporting: Track and analyze partner performance, providing insights to optimize campaigns and partnerships.

Qualifications

• 3+ years of experience in account management or a related role with a marketing component.
• Strong relationship-building skills, you enjoy working with external partners and internal teams.
• Excellent organizational and project management abilities, with great attention to detail.
• A curious, collaborative, proactive, and solution-oriented mindset, you are someone who is always in learning mode and thrives on solving challenge
• Ability to manage multiple projects, partners and meet deadlines in a fast-paced environment.

Bonus Points for: 

• Experience in marketing, advertising, or brand partnerships.
• Experience using HubSpot CRM to manage customer relationships, track engagement, and optimize account growth through automation and analytics.
• Background in a startup, tech company, or high-growth environment.

Employee Benefits & Perks:

• Compensation: Salary + Equity
• • Our OTE range for this position is $90,000 - 113,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. 
• PTO
• • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year 
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employee-sponsored 401k)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours 
  • Family-friendly work environment. We support the