Remote Client Success & Sales Manager (Account Representative) | Work From Home

Client Sales & Success Manager (Account Sales Representative) - Remote | Work From Home

Overview

Join our innovative team dedicated to empowering clients in achieving financial independence through state-of-the-art AI tax solutions. As a Client Sales & Success Manager, you will be instrumental in driving business growth and cultivating enduring relationships with our clients. This role uniquely blends client retention, collaborative business development, and the creation of additional value for existing clientele, contributing significantly to our organizational success.

Key Responsibilities

• Develop and maintain robust relationships with clients, ensuring effective and consistent communication.
• Meet and exceed both weekly and quarterly sales objectives, emphasizing new client acquisition and maximizing value-added services for our existing clients.
• Conduct dynamic presentations for targeted clients, gradually increasing your output from 5 per week to 25 per week as you advance in the position.
• Oversee the renewal process for key tax advisory and custom accounting solution clients, highlighting added value to encourage continued partnership.
• Ensure accurate and up-to-date client records within the CRM system, facilitating seamless reporting and follow-ups.
• Engage in team strategy meetings to align with corporate goals and contribute insights derived from client interactions and market analysis.
• Maintain exemplary standards of conduct in all interactions with clients and colleagues, ensuring professionalism and integrity.
  
  

Required Skills

• Comprehensive understanding of client needs within the scope of tax advisory services (TAS) and custom accounting solutions (CAS).
• Outstanding communication abilities, with an emphasis on delivering high-value engagements.
• Proficient in CRM systems (e.g., Corevee, Thomson Reuters).
• Demonstrated success in client retention and new client acquisition.
  
  

Qualifications

• Proven track record in client management, sales, or a related field.
• Relevant degree in Business, Finance, or a similar discipline is preferred.
  
  

Career Growth Opportunities

This position offers substantial potential for professional advancement as you manage an expanding client portfolio and undertake increasing responsibilities in both client retention and business development.

Compensation And Benefits

• Competitive base salary based on experience, supplemented by uncapped commission based on performance and the value of services sold.
  
  

Benefits

• Unlimited paid time off (PTO)
• Flexible remote work options
• Health plan contribution via QSEHRA
• 401(k) with a 3% match after 6 months
• Performance-based bonuses and one-time incentives for achieving targets.
  
  

If you are passionate about providing exceptional service and fostering strong client relationships, we invite you to take the next step in your career with us.

Employment Type: Full-Time