Enterprise Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a specific portfolio of large, named priority accounts within a designated geographic region.

• Act as the main point of contact, overseeing the overall health and growth of each relationship.

• Create and uphold account plans, stakeholder maps, service-line penetration strategies, and expansion pathways.

• Establish trusted, multi-threaded relationships with principals, partners, and decision-makers.

• Oversee an approximate $8M book of business and meet an annual expansion goal.

• Identify, qualify, and secure cross-sell and up-sell opportunities across ETS service lines.

• Discover new engagements by understanding clients' evolving tax positions, transaction activities, and business transformations.

• Forecast account revenue and maintain an accurate view of the expansion pipeline.

• Enhance client satisfaction, retention, and renewal rates.

• Coordinate service delivery with operations and technical teams to align with client expectations and timelines.

• Conduct regular account assessments with key firms.

• Maintain precise CRM account, contact, and opportunity records.

• Report on account status, expansion pipeline, and forecasts to the Sales Operations Manager.

• Track and stage opportunities from identification through closure, highlighting risks and bottlenecks.

• Serve as a liaison between assigned accounts and ETS marketing, sales, and operations teams.

• Collaborate with the Sales Operations Manager on intake standards and readiness for handoff.

⛳️ Requirements

• 5+ years of relevant work experience as outlined in the job details.

• Strong expertise in enterprise or strategic account management, client relationship management, and revenue growth.

• Demonstrated success in increasing revenue within an existing portfolio of named accounts.

• Exceptional consultative selling skills with the ability to close cross-sell and up-sell opportunities.

• Capability to manage multiple high-value relationships and competing priorities in a dynamic, deadline-oriented environment.

• Strong account planning and project management skills.

• Proficiency in building trust and influencing senior stakeholders and decision-makers.

• Ability to work autonomously while coordinating with cross-functional teams.

• Bachelor’s degree (B.A./B.S.) or equivalent from a four-year institution, or 5–7 years of related experience, or a suitable combination of education and experience.

• Excellent written communication abilities.

• Skill in presenting information clearly and communicating persuasively.

• Strong problem-solving, analytical, forecasting, and account-planning skills.

• Familiarity with CRM software; ZOHO preferred.

• Proficient in MS Office applications, including Excel, Word, Teams, and Outlook.

• Knowledge of various sales reporting tools.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Whole life insurance

• Basic life insurance

• Voluntary life insurance

• Short-term disability insurance

• Long-term disability insurance

• Doctegrity

• Pet insurance

• Legal/Theft insurance

• Accident insurance

• Critical illness insurance

• Hospital insurance

• 401(k)

• PTO