Enterprise Account Manager
要求基本功能：企业账户管理员在分配地理区域内拥有一个定义的大型，命名优先帐户组合，并作为这些公司的主要联系点。这是一个以扩张为重点的角色，负责在分配的经营簿中增加收入约800万美元，深化各公司之间的关系，并在整个帐户基层范围内推动采用 ETS 服务线 （成本分离，研发税收抵免，能源税和相关专业税务服务）.企业账号管理员不负责净新勘探；任务是保留，扩大和最大化现有战略账户的终身价值。主要责任：帐户所有权 & 地产管理 ·作为指定地理区域内的重要优先账户组合的名称，唯一联系点，拥有每个关系的整体健康和增长 ·为每名公司制定并维护账户计划，包括利益相关者地图，服务线透以及明确扩张道路 ·在每个帐户中建立可信的多线性关系 · 拥有约800万美元的账户收入业务簿，并对该投资组合进行年度扩张目标 · 在分配帐户内识别，合格和关闭 ETS 服务线中交叉销售和上市机会 ·积极地通过了解每个客户不断变化的税收状况，交易活动和业务变化来表现出新承诺 ·准确预测账户收入并保持清晰的，当前视图的扩展管道按账户关系管理与保留 · 推动客户满意度，保留和更新在分配的投资组件中，作为 ETS 内的客户倡导者。· 通过与运营和技术团队合作协调交付经验，以确保工作产品符合客户的期望和时间表 · 与关键公司定期进行账户审查，以加强交付价值并与未来需求保持一致 CRM 纪律和报告 · 在 CRM 中保持准确的，经常帐户，联系记录和机会记录，遵守组织卫生标准 ·向销售运营管理员提供关于账户状态，扩张管道和预测的报告 последова性；
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Requirements
Basic Function:
The Enterprise Account Manager owns a defined portfolio of large, named priority accounts within an assigned geographic territory and serves as the primary point of contact for those firms. This is an expansion-focused role accountable for growing revenue within an assigned book of business of approximately $8M, deepening relationships across each firm, and driving adoption of ETS service lines (Cost Segregation, R&D Tax Credits, Energy Tax, and related specialty tax services) across the account base. The Enterprise Account Manager is not responsible for net-new logo prospecting; the mandate is to retain, expand, and maximize the lifetime value of existing strategic accounts.
Principal Responsibilities:Account Ownership & Territory Management
- Serve as the named, single point of contact for an assigned portfolio of large priority accounts within a defined geographic territory, owning the overall health and growth of each relationship
- Develop and maintain account plans for each named firm, including stakeholder maps, service-line penetration, and a clear path to expansion
- Build trusted, multi-threaded relationships across each account — engaging principals, partners, and decision-makers beyond the original point of contact
Revenue Growth & Expansion
· Own a book of business of approximately $8M in account revenue and carry an annual expansion target against that portfolio
- Identify, qualify, and close cross-sell and up-sell opportunities across ETS service lines within assigned accounts
- Proactively surface new engagements by understanding each client's evolving tax position, transaction activity, and business changes
- Forecast account revenue accurately and maintain a clear, current view of expansion pipeline by account
Relationship Management & Retention
· Drive client satisfaction, retention, and renewal across the assigned portfolio, acting as the client's advocate within ETS
- Coordinate the delivery experience by partnering with operations and technical teams to ensure work product meets client expectations and timelines
- Conduct regular account reviews with key firms to reinforce value delivered and align on upcoming needs
CRM Discipline & Reporting
· Maintain accurate, current account, contact, and opportunity records in the CRM, adhering to organizational hygiene standards
- Deliver a consistent reporting cadence on account status, expansion pipeline, and forecast to the Sales Operations Manager
- Track and stage opportunities accurately from identification through close, flagging risks and bottlenecks for timely action
Cross-Functional Coordination
· Serve as the operational liaison between assigned accounts and ETS marketing, sales, and operations teams to ensure aligned messaging, qualified opportunity flow, and delivery capacity
- Partner with the Sales Operations Manager on intake standards and handoff readiness to ensure expansion deals are operations-ready at close
Skills and Qualifications:
- Strong expertise in enterprise or strategic account management, client relationship management, and revenue expansion.
- Proven track record of growing revenue within an existing book of named accounts.
- Strong consultative selling skills with the ability to identify and close cross-sell and up-sell opportunities.
- Ability to manage multiple high-value relationships and competing priorities in a fast-paced, deadline-driven environment.
- Highly organized with strong account planning and project management capabilities.
- Skilled at building trust and influence with senior stakeholders and decision-makers.
- Able to work independently while coordinating effectively with cross-functional stakeholders.
- Promotes teamwork, accountability, and transparency across teams.
Education/Certification:
· Bachelor's degree (B.A./B.S.) or equivalent from a four-year college; or
- Five (5) to Seven (7) years related experience in account management, enterprise sales, client services, or a related field; or an equivalent combination of education and experience.
Language & Communication Skills:
· Strong written communication skills, including client correspondence, account plans, and business reporting.
- Ability to present information clearly and communicate persuasively with stakeholders at all levels.
- Effective cross-functional collaboration and communication.
Reasoning & Analytical Skills:
· Strong problem-solving skills with the ability to analyze account data and identify growth opportunities.
- Ability to interpret and execute across written, verbal, and operational instructions.
- Critical thinker with strong forecasting and account-planning capabilities.
Computer Skills:· Knowledge of CRM software (ZOHO preferred), MS Office (Excel, Word, Teams, Outlook), and various sales reporting tools.
Benefits
Medical, Dental, Vision, Whole Life, Basic Life, Vol Life, Short-Term Disability, LTD, Doctegrity, Pet, Legal/Theft, Accident, Critical Illness, Hospital, 401k, PTO and much more!
Originally posted on Himalayas