Demo

Account Manager

CPA.com (CPA2biz.com)
Michigan, MI Other
POSTED ON 3/26/2025
AVAILABLE BEFORE 3/25/2026

Summary

CPA.com, a leading developer and distributor of technology solutions for the CPA profession is seeking an Account Manager who is looking to apply their skillset and grow with a dynamic and fast-growing organization.  The Account Manager role focuses on selling CPA.com products and services to mid-sized CPA firms. Responsible for developing strong relationships with customers, connecting with key business executives and stakeholders, preparing sales reports, answering client inquiries, and identifying new business opportunities by performing the following duties.

 

Duties and Responsibilities include the following.  Other duties may be assigned.

  • Meets and/or exceeds quarterly new business sales goals. 
  • Communicates and effectively presents the CPA.com value proposition to prospects and customers. 
  • Ability to conduct high level product demos and perform professional presentations of CPA.com solutions to prospects and clients.
  • Develop strong trusted advisor relationships with accounts and stakeholders.
  • Serve as the lead point of contact for all customer account management matters. 
  • Cultivates cross-selling opportunities to expand the CPA.com portfolio within a firm.
  • Communicates the progress of monthly/quarterly initiatives to internal and external stakeholders in a clear manner. 
  • Engages in active outbound prospecting to build sales pipeline of opportunities. 
  • Ensures timely and successful delivery of solutions according to customer needs. 
  • Uses CRM system effectively for tracking activities with prospects and customers. 
  • Leverage Sales Enablement Technology to drive success (Office365, SFDC, Tableau, SalesLoft etc.)
  • Documents and communicates product feedback from customers effectively. 
  • Works with product support to inform needs for product enhancements. 
  • Travels occasionally as required. 
  • Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

     

    Computer Skills

    To perform this job successfully, an individual should have knowledge of MS Office, CRM(Salesforce.com).

     

    Education/Experience

    Bachelor's degree (B.A./B.S.) from four-year college or university.

     

    Specialized Training

    Sales process training (Sandler, Challenger, Solution Selling, GAP selling)

     

    Knowledge, Skills and Other Abilities

    • Comprehensive knowledge of business products and processes
    • 3 years sales experience. Accounting profession or technology company experience is a plus.
    • Ability to learn and embrace new sales enablement technology
    • Strong oral, written, visual/presentation communication skills
    • Ability to achieve quarterly quota expectations
    • High level of professionalism
    • Disciplined time management and prioritization skills with attention to detail
    • Ability to work in a dynamic, fast-moving start-up like environment 

    About CPA.com

    At CPA.com, we empower CPAs and businesses with innovative technology solutions to help them drive sustainable success for their clients and organizations.  We develop the solutions ourselves or in partnership with leading technology providers such as Paychex.com, Bill.com, Lukka, Jirav and Vertex, among many others. 

     

    CPA.com has established ourselves as thought leaders on emerging technologies and as a trusted business advisor to accounting and finance professionals in the United States, with a growing global focus. Our team works every day to transform accounting practice areas, deliver cutting-edge technology solutions and advance the technology ecosystem for the profession.

     

    What’s life like at CPA.com? Our team members would describe it as innovative, fast-paced, and flexible. We’re engaged—we get involved. We’re accountable—we stand behind our work. We’re collaborative—we thrive on teamwork. We’re authentic—we’re true to who we are. And we’re innovative—we’re always looking to what’s next.

     

    CPA.com is a subsidiary of the Association of International Certified Professional Accountants, the world’s most influential organization representing 650,000 finance and accounting professionals worldwide. Visit cpa.com to learn more.

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