Account Manager

Job Summary

A company is looking for an Account Manager.

Key Responsibilities

• Manage a portfolio of client accounts to ensure satisfaction, retention, and renewal
• Serve as a trusted advisor by understanding client tax processes and aligning solutions to their goals
• Monitor account health metrics and collaborate with cross-functional teams to drive product adoption

Required Qualifications

• 3-5 years of experience in Account Management or Sales, preferably in tax technology or related SaaS
• Deep understanding of tax workflows and needs of tax professionals
• Proven track record in managing revenue-driving relationships and contract negotiations
• Experience in a startup or fast-growth tech environment is preferred
• Background in financial technology or enterprise software with complex client requirements