Account Manager
Portland, OR, United States
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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