Strategic Account Manager
| Company | Caseware |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years’ experience as an account manager selling SAAS products to the US public accounting industry or 5+ years’ experience in assurance services, either as a former auditor or working in a national office/innovation role at a large accounting firm
- Strong knowledge of the industry and the ability to understand clients’ business objectives and challenges to effectively communicate value across different stakeholders
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite and Salesforce
- Ability to travel for client meetings and industry events as required
- Strong problem-solving skills and ability to think strategically
- Proven ability to meet and exceed sales targets
- Demonstrated ability to build and maintain strong client relationships
- Excellent presentation and negotiation skills
Responsibilities
- Cultivate and sustain robust relationships with key clients, acting as their primary point of contact for all inquiries, concerns, and escalations
- Comprehend clients’ business objectives, challenges, and market trends to provide strategic counsel and solutions that align with their goals
- Conduct regular business reviews with clients to evaluate their satisfaction, identify areas for improvement, and uncover opportunities for growth
- Collaborate with internal teams, including Sales, Marketing, and Product Development, to ensure client needs are met and exceeded
- Identify opportunities for upselling and cross-selling, working in close collaboration with the Solution Consulting and Product teams to develop account expansion strategies, particularly migration to our cloud solutions
- Monitor and analyze client performance metrics, providing insights and recommendations for improvement across marketing, sales support and product teams
- Remain current with industry trends, the competitive landscape, and market conditions to proactively identify potential risks and opportunities for our clients
- Track and report on key account metrics and milestones that push the sales process forward and provide a positive customer experience, such as activity, revenue growth, customer retention, and client satisfaction, to senior management
- Coordinate with internal stakeholders and partners to ensure smooth pilot evaluation, project implementation and successful delivery of services
- Attend industry events and conferences to build relationships with existing clients and generate new business leads
- Manage accurate pipeline and account activity in Salesforce
Preferred Qualifications
- Bachelor’s degree in Business Administration, Marketing, Accounting or a related field
- Proven experience in account management, preferably in a consultative, complex sales environment
- Experience using Caseware Products or other audit solutions
- Experience in public accounting industry and the SaaS solutions offered, as well as customer buying cycles unique to the industry