Account Manager

3 weeks ago


Portland, United States Tandym Group Full time

A professional services firm in Oregon is currently seeking a new Account Manager to join their growing Sales team and work with clients across the Pacific Northwest. In this role, the Account Manager will be responsible for assisting the Account Director work the pipeline, setting up meetings with key accounts, developing and growing relationships with key accounts.

Responsibilities

The Account Manager will:

Manage pipeline and work with the Account Director to move the sales cycle to close Accurately forecast accounts and opportunities in Salesforce.com Schedule meetings on behalf of the Account Director and CPA firms (referral sources) in the territory Maintain and expand long-lasting, trusted relationships with CPA Firms to generate new leads Develop and maintain relationships with key accounts Expand sales within referral sources through cross-selling and by soliciting introductions to other decision-makers in each firm Identify and qualify new sales opportunities; negotiate and close deals Develop and implement sales strategies and plans; track and report on sales performance Generate additional leads from conferences and regional networking events Perform other duties, as needed

Qualifications:

2+ years of experience in Sales and Account Management Bachelor's Degree C-Level or CPA/Business Owner communication experience Experience with Salesforce or similar CRM (database) Solid problem solving and time management skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized

Desired Skills:

Experience with CPA firms, Channel Sales or B2B sales Professional Services / Financial background Knowledge of tax incentives (Cost Segregation, R&D Tax Credits, 45L/179D, Transfer Pricing)

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