Account Manager

About SafeSend   

At SafeSend, we are automating the tax and accounting profession with innovative, emerging technologies. We help accounting firms and tax practitioners work more efficiently and better serve their clients. We are driven by our vision and are always on the lookout for talented, team-oriented people who want to help us continue to push forward. Join us and work in an exciting environment with some of the brightest and most creative people in technology!  

Opportunity Overview  

The Account Manager plays an integral role in helping to drive the growth and expansion of key customer accounts. The Account Manager will play a crucial role in achieving our sales targets while ensuring customers receive exceptional service and support. This role involves identifying opportunities for upselling, cross-selling, and enhancing customer engagement to ensure customer success and revenue growth. The ideal candidate will have a solid understanding of customer needs and the ability to develop strategies that align with business objectives.  

 The position will also maintain customer satisfaction and retention by proactively addressing customer needs and issues. This role involves developing strategies to reduce churn, enhance customer engagement, and build long-term relationships with key customers.  

Responsibilities  

• Drive Sales Growth: Develop and execute strategies to drive revenue growth within assigned accounts. Identify upselling and cross-selling opportunities to enhance client engagement and increase sales. Achieve and exceed sales targets and KPIs. 
• Client Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders within client organizations. Understand their business needs and align our solutions to meet those needs effectively. 
• Account Strategy: Create and implement account plans that outline sales goals, strategies, and tactics. Regularly review and adjust plans based on performance and market conditions. 
• Business Acumen: Demonstrates strong business acumen by effectively managing client accounts, identifying growth opportunities, analyzing market trends, and ensuring alignment with organizational goals. Proficient in strategic thinking and fostering long-term partnerships to drive mutual success.
• Customer Advocacy: Serve as a trusted advisor to clients, providing insights and recommendations to help them achieve their goals with our software solutions. Address any concerns and ensure high levels of customer satisfaction. 
• Collaboration: Work closely with internal teams, including Sales, Marketing, and Product, to ensure alignment and drive successful outcomes for clients. Assist in product launches. 
• Reporting: Prepare and present regular reports on account performance, sales metrics, and strategic recommendations. 
• Product Expertise: Develop a thorough understanding of our solutions and service offerings to better upsell and cross-sell to customers. 
• Professional Development: Invest in ongoing self-development to acquire industry-relevant skills necessary to satisfy customer needs.

Qualifications / Skills  

• Bachelor's degree from an accredited college/university or equivalent work experience. 
• 4+ years of experience in Account Management or Customer Success with a sales component, with a proven track record of success in achieving sales targets within existing customer segments.  
• Experience in the SAAS industry preferred.  
• Experience in the tax and accounting industry or similar is a plus.  
• A passion for technology; comfortable with web-based applications.  
• Exceptional time management skills and ability to prioritize multiple tasks in a fast-paced environment while meeting critical deadlines.  
• Excellent presentation skills and ability to effectively communicate a variety of topics to a diverse audience.  
• Experience providing high-level client support, internally and externally, along with the ability to build relationships with clients and team members.  
• Excellent verbal and written communication skills.  
• Excellent organizational skills and attention to detail.  
• Possess the ability to self-motivate, maintain a consistent schedule, and to train clients who may have no understanding of the product.  

Why join SafeSend? 

We love serving our customers, making technology tools that help people, and being part of a vibrant organization that is team-oriented. These characteristics are part of the reason our flagship solution, SafeSend Returns® is a multi-year technology innovation award winner. We deliver on our promise to offer best-in-class software design and customer service.  

We offer a competitive compensation and benefits package including profit sharing, company-paid health benefits, and 401(k) plan with company matching. We provide an environment that encourages a healthy lifestyle promoting work/life balance and overall employee well-being. We also offer paid vacation time off, sick leave and holidays.  

SafeSend is an EEO and Affirmative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state or local law.