Sr Sales Account Manager - CPA Centric

About the position

The position involves selling the company's products and services by developing new clients and increasing the client base to enhance profits in various sectors including Core Sales, Human Resources Services Sales, Major Market Sales, or Health and Benefits organizations within select high-profile National and Regional Accounting Firms. The individual will act as the primary point of contact and key advocate for specified new and existing clients, both internally and externally with partners. Responsibilities include selling and onboarding client deliverables, driving business results for assigned firms in the territory, and ensuring client satisfaction.

Responsibilities

• Prospecting for new clients within specified firms using various marketing methods.
• Scheduling appointments and visiting potential and current referral sources to secure referrals to end users.
• Serving as the coordination and communication channel lead for internal departments.
• Acting as a liaison with various departments to resolve client issues and ensure satisfaction.
• Presenting products and services to decision makers and end users to grow the client base.
• Meeting or exceeding sales/revenue objectives through new client growth or increased revenue from existing clients.
• Analyzing customer needs to determine appropriate products and referring to the right party as necessary.
• Building strong relationships with specified firms and providing quality service to retain and grow the client base.
• Seeking creative ways to refocus clients on product offerings and unique solutions.
• Providing educational marketing and training to specified firms and internal sales partners.
• Ensuring Service Level Agreements are met.
• Developing and maintaining advanced technical knowledge of systems, product offerings, and processes.
• Completing and submitting accurate new business paperwork and forecasts.

Requirements

• High School Diploma - Required
• Bachelor's Degree - Preferred
• 3 years of experience in relevant sales/marketing experience

Benefits

• Base pay of $70,000 annually + commission