Corporate Account Manager
Blueleaf
About this role
Blueleaf is seeking a National Account Manager to develop long-term strategic relationships with key national customers in the care home sector. The role focuses on driving growth, expanding revenue opportunities, and ensuring high-quality service delivery across multiple regions.
Skills
About Blueleaf
blueleaf.comBlueleaf is a wealth‑technology platform that helps financial advisors and RIAs deliver automated portfolio analytics, performance reporting, and a client-facing portal. It aggregates custodial account data to provide real‑time performance measurement, consolidated reporting, billing, and secure client communication. The product emphasizes clean, customizable client reports and integrations with custodians and advisor workflows to improve engagement and operational efficiency. Advisors use Blueleaf to simplify client communication, demonstrate portfolio performance, and scale their advisory practice.
About Blueleaf
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$102k – $135k
per year