Strategic Account Manager
Location
United States
Posted
33 days ago
Salary
Not specified
EnglishCloud
Job Description
• Cultivate and sustain robust relationships with key clients, acting as their primary point of contact for all inquiries, concerns, and escalations.
• Comprehend clients’ business objectives, challenges, and market trends to provide strategic counsel and solutions that align with their goals.
• Conduct regular business reviews with clients to evaluate their satisfaction, identify areas for improvement, and uncover opportunities for growth.
• Collaborate with internal teams, including Sales, Marketing, and Product Development, to ensure client needs are met and exceeded.
• Identify opportunities for upselling and cross-selling, working in close collaboration with the Solution Consulting and Product teams to develop account expansion strategies, particularly migration to our cloud solutions.
• Monitor and analyze client performance metrics, providing insights and recommendations for improvement across marketing, sales support and product teams.
• Remain current with industry trends, the competitive landscape, and market conditions to proactively identify potential risks and opportunities for our clients.
• Track and report on key account metrics and milestones that push the sales process forward and provide a positive customer experience, such as activity, revenue growth, customer retention, and client satisfaction, to senior management.
• Coordinate with internal stakeholders and partners to ensure smooth pilot evaluation, project implementation and successful delivery of services.
• Attend industry events and conferences to build relationships with existing clients and generate new business leads.
• Manage accurate pipeline and account activity in Salesforce.
Job Requirements
- 3+ years of experience as an account manager selling SAAS products to the US public accounting industry or 3+ years’ experience in assurance services, either as a former auditor or working in a national office/innovation role at a large accounting firm.
- Ability to query various sources such as Hubspot, Salesforce, ZoomInfo, and LinkedIn Nav to identify opportunities
- Self-discipline, GSD mentality, and a strong desire to succeed
- Record of consistent achievement of goals
- A foundational understanding of technology sales, forecasting, and lead development processes
- A foundational understanding of accounting and financial processes and technologies
- Experience or understanding of sales, campaign, and marketing automation solutions
- Prior experience in inside sales, account management, client success, or client services
- Proven ability to manage and prioritize a high volume of daily tasks and leads
- Demonstrable ability to communicate, present and influence key stakeholders
- Excellent discovery, listening and presentation abilities
- Strong verbal and written communication skills
- Experience mapping customer requirements, needs and goals to solution capabilities, benefits and outcomes
- Experience with CRM software (e.g., Salesforce, HubSpot)
- Bachelor's degree in sales, business management, accounting, finance, or a related field
- Prior work in the audit and accounting technology industry is a plus
Benefits
- Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
- We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
- Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
- We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
- We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
- Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
- We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
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