Account Manager

CSA Partners is a leading provider of cost segregation services, helping commercial property owners maximize tax savings through accelerated depreciation. Our team of experts specializes in identifying and reclassifying personal property assets to shorten the depreciation time for taxation purposes, resulting in significant tax benefits for our clients. As our company continues to grow, we are looking for a new, in-office teammate to join as an Account Manager.

The Position

The Account Manager will play a fundamental role in achieving our ambitious revenue growth objectives by sourcing new sales opportunities through the development of existing accounts, creating meaningful relationships, and maintaining our high standards for customer service. The ideal candidate will be driven by success and is passionate about maintaining and developing client relationships.

What you will do:

• Source new sales opportunities by developing existing accounts
• Serve as the direct link between the clients and the company, managing day-to-day responsibilities and ensuring client satisfaction
• Understand client needs and requirements
• All activity must be added to our CRM to track activity daily from work with current customers
• Follow up on activity with prospects within 48 hours (about 2 days) on outstanding items that will drive opportunities to closed won
• All communication on the review of proposals will be scheduled with a call with the customer/prospect
• Demonstrate superior product knowledge to answer client questions and inquiries
• Route qualified opportunities to the appropriate sales executives for further development and closure
• Close sales and achieve quarterly goals
• Nurture leads with the goal of converting them while managing referrals from existing clients
• Maintain and expand your database of prospects within your assigned territory
• Track all sales activities for potential and existing clients in the company CRM and keep it current by updating it regularly
• Travel to existing accounts and company sales/marketing events may be required (up to 10%)
• Performs other related duties as assigned

What you bring:

• BA/BS degree in Business, Accounting, Finance, Construction Management, or equivalent experience
• Experience working in Dynamics or similar CRM
• Dynamic, people-oriented personality able to quickly adjust in a fast-changing environment
• Excellent communication skills, both verbal and written
• Detail-oriented with excellent organizational and multitasking skills
• Ability to provide solutions to problems
• Proficiency with computers
• Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
• Ability to manage multiple projects at the same time
• Ability to work towards regular deadlines
• High attention to detail

Nice to have:

• Building construction knowledge
• Familiarity with real estate concepts

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer

What we provide:

• Competitive compensation
• Commission and bonus opportunities
• Health insurance benefits
• Life Insurance
• Short and Long-term Disability
• Paid Time Off
• Paid Holidays
• 401(k) plan with company match

Disclaimer: This job description is intended to convey information essential to understanding the scope of the position and it is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the position.

Cost Segregation Authority is an Equal Opportunity Employer.