Account Growth and Strategic Client Acquisitions Specialist

3 days ago


Lakewood, Washington, United States XIT CPAs Full time
About the Role

XIT CPAs is an innovative CPA firm focused on wealth and tax strategy development, implementation, and maintenance for business owners, real estate investors, and entrepreneurs. We are seeking an Account Growth and Strategic Client Acquisitions Specialist to drive revenue growth and foster long-term client relationships.

The ideal candidate will have a strong background in sales and revenue development, with a proven track record of driving revenue growth and fostering long-term client relationships. This role combines client retention, new business acquisition, and additional value creation with existing clients, requiring excellent communication skills and a deep understanding of client needs.

Key Responsibilities:

  • Develop and implement strategic initiatives to drive revenue growth and foster long-term client relationships.
  • Build and maintain strong client relationships through consistent and professional communication.
  • Achieve weekly and quarterly sales goals, focusing on new client acquisition and maximizing value-added services for existing clients.
  • Lead impactful presentations for targeted clients, increasing from 5 per week initially to 25 per week by the end of the cycle.
  • Oversee the renewal process, particularly for key TAS (tax advisory services) and CAS (custom accounting solutions) clients, and clearly demonstrate added value to secure renewals.

Requirements:

  • Strong understanding of client needs and goals within the context of TAS and CAS offerings.
  • Persuasive communication skills with a focus on delivering high-value engagements.
  • Familiarity with Corevee, Thomson Reuters, and CRM systems.
  • Proven track record of client retention and new client acquisition.

Compensation and Benefits:

  • Base Salary: $65,000 - $85,000 per year, depending on experience + uncapped commission percentage based on close rate performance and value of service sold.
  • Benefits:
    • Unlimited PTO
    • Remote work environment
    • QSEHRA health plan contribution
    • 401K with a 3% match after 6 months
  • Incentives: Bonuses and one-time performance-based incentive rewards.


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