Commercial Account Manager- Tax (NY, NJ, PA)

Allentown, PA

About the position

As a Commercial Account Manager, you will be responsible for driving sales growth, managing customer relationships, and ensuring high levels of customer satisfaction and retention for our small and mid-size corporate customers. You will work closely with cross-functional teams to develop and implement effective sales strategies, acquire new customers, and maximize revenue from existing accounts. Must reside in territory area (NY, NJ, Eastern PA).

Responsibilities

• Develop and execute strategic account plans to achieve sales targets and expand the commercial/SMB customer base
• Collaborate with account specialists, solution consultants, product specialists, and marketing teams to create effective sales and renewal strategies
• Act as a customer advocate within the company
• Meet or exceed established goals, KPIs, and performance metrics
• Drive new customer acquisition through strategic sales initiatives
• Identify, pursue, and close new sales opportunities within assigned territory or market segment
• Upsell and cross-sell to existing customers to maximize revenue
• Serve as the primary point of contact for customer inquiries and issues
• Foster strong, long-term relationships with key customers and stakeholders
• Ensure high levels of customer satisfaction and loyalty
• Collaborate with the customer success team for smooth onboarding and continued customer success
• Lead customer meetings and develop presentations for complex sales opportunities
• Understand customer business needs and challenges
• Present tailored solutions demonstrating how our products solve specific problems
• Conduct regular business reviews to ensure alignment with customer goals
• Work closely with solution consultants to develop tailored solutions
• Coordinate with professional services for timely implementation
• Partner with Partnerships & Alliances team for growth and strategic account planning
• Provide customer feedback to inform product development and marketing strategies

Requirements

• Strong understanding of AI and software technology products and services
• Excellent communication, negotiation, and presentation skills
• Demonstrated ability in solution selling and strategic account planning
• Experience with CRM systems and sales analytics tools

Nice-to-haves

• MBA or relevant advanced degree
• Experience in AI or machine learning industry
• Proven success in managing enterprise-level accounts
• Track record of developing and nurturing partner relationships

Benefits

• Comprehensive benefit plans
• Flexible vacation and two company-wide Mental Health Days Off
• Work from another location for up to a total of 8 weeks in a year
• Headspace app subscription
• Retirement, savings, tuition reimbursement, and employee incentive programs
• Resources for mental, physical, and financial wellbeing
• Globally recognized and award-winning reputation for equality, diversity and inclusion
• LinkedIn Learning access
• Internal Talent Marketplace with opportunities to work on projects cross-company
• Ten employee-driven Business Resource Groups
• Two paid volunteer days annually
• Environmental, Social and Governance (ESG) initiatives
• Market competitive health, dental, vision, disability, and life insurance programs
• Competitive 401k plan with company match
• Paid holidays including two company mental health days off
• Parental leave and sabbatical leave
• Optional hospital, accident and sickness insurance paid 100% by the employee
• Flexible Spending and Health Savings Accounts
• Fitness reimbursement
• Access to Employee Assistance Program
• Group Legal Identity Theft Protection benefit paid 100% by employee
• Access to 529 Plan
• Commuter benefits
• Adoption & Surrogacy Assistance
• Tuition Reimbursement
• Access to Employee Stock Purchase Plan