Client Relationship/Account Manager

Tax Advisors Group - Dallas, TX

Full-time - Mid Level

Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Client Relationship Manager at TAG is responsible for providing exceptional support to clients by leveraging a combination of client relations, sales, and consultative skills. This role involves fostering strong relationships with clients, understanding their business goals, and driving account growth through proactive engagement and strategic advisory. The position is integral to maintaining high client retention rates and expanding service offerings as the company evolves.

Responsibilities

• Drive regular and proactive conversations with clients as the single point of contact to foster alignment of client needs with contract opportunities.
• Act in a straightforward and responsive manner using clear communications and behaviors with the clients' best interests in mind.
• Develop a strong working understanding of TAG products and services, serving as the liaison across internal teams to ensure prompt client communication.
• Provide clear solutions to clients and resolve all inquiries timely and holistically.
• Act as a consultative strategic advisor to clients, capturing insights that lead to renewals and account expansion opportunities.
• Proactively seek opportunities to develop and communicate the value of expanded services to clients.
• Interface with key contacts at all accounts to identify renewal risk and improve client health and retention.
• Demonstrate a thorough understanding of client needs based on their environment, industry, and infrastructure.
• Collaborate with internal team members and clients to identify growth opportunities through account planning and delivery execution.
• Build rapport to proactively identify gaps in relationships with clients and recommend actions to bridge or resolve gaps.
• Achieve assigned annual goals in NPS score, contract renewals, and expansion revenue.
• Follow standard operating procedures and defined processes, including the use of technology-enabled applications to meet client expectations.
• Maintain accurate and concise documentation through various parts of the client life cycle.

Requirements

• Minimum of 3-5 years of account management and/or client success experience.
• Excellent phone, written, and verbal communication skills.
• Strong interpersonal skills, with the ability to persuade and influence others.
• Strong organizational and time management skills, with the ability to multitask.
• Basic skills in Microsoft Outlook, PowerPoint, Word, Excel, and Internet navigation and research.
• Experience tracking activity and opportunities in a CRM system (e.g., Salesforce).
• Occasional travel for client meetings, up to 15% travel annually.

Nice-to-haves

• Relevant work within client success/account management, ideally in property tax or a tech-enabled business.
• 1-2 years sales experience.
• Strong presentation software skills (e.g., PowerPoint).
• Proven track record of operating with a strong sense of urgency.
• Ability to lead and motivate other team members.
• Strong conflict management skills.
• Enthusiasm for helping and educating others.
• Experience hosting remote calls using various platforms (e.g., Teams, Zoom, WebEx).

Benefits

• Competitive salary
• Discretionary performance bonuses
• 401(k) matching plan
• Medical/Dental/Vision Plan
• Paid time off
• Winter Break
• Company Close
• Social Events
• Fitness Center
• Hybrid Work Schedule