Drive Sales Growth: Develop and execute strategies to drive revenue growth within assigned accounts
Client Relationship Management: Build and maintain strong relationships with key decision-makers within client organizations
Account Strategy: Create and implement account plans that outline sales goals, strategies, and tactics
Business Acumen: Manage client accounts and identify areas for growth
Customer Advocacy: Serve as a trusted advisor to clients
Collaboration: Work closely with internal teams to ensure alignment and successful outcomes
Reporting: Prepare and present reports on account performance and sales metrics
Product Expertise: Understand our solutions and service offerings

2+ years of experience as a Customer Success Manager or similar role
Experience in the SAAS industry preferred
A passion for technology; comfortable with web-based applications
Exceptional time management skills and ability to prioritize multiple tasks in a fast-paced environment
Excellent presentation skills
Experience providing high-level client support and building relationships with clients and team members
Excellent verbal and written communication skills
Excellent organizational skills and attention to detail
Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
Experience in the tax and accounting industry is a plus

Hybrid Work Model: Flexible hybrid working environment (2-3 days a week in the office) for office-based roles
Flex My Way: Supportive workplace policies to manage personal and professional responsibilities
Career Development and Growth: Continuous learning and skill development opportunities
Industry Competitive Benefits: Comprehensive plans including flexible vacation, two Mental Health Days off, access to Headspace app, retirement savings, tuition reimbursement, employee incentive programs
Culture: Inclusion and belonging, flexibility, work-life balance, strong values
Social Impact: Two paid volunteer days off annually and opportunities for pro-bono consulting
Comprehensive benefits package: health, dental, vision insurance, 401k plan with company match, paid holidays and leave

Client Executive, SafeSend/SurePrep

Key skills