Account Manager - Dallas location ( must live in the area )
Business Development
Currently we are seeking an energetic Account Manager to work with one of our top Account Directors. As an Account Manager, you will be responsible for assisting the Account Director work the pipeline, setting up meetings with key accounts, developing and growing relationships with key accounts. Account managers play a vital role in the success of the sales team.
Responsibilities
- Manage pipeline and work with the Account Director and/or Principals to move the sales cycle to close
- Accurately forecast accounts and opportunities in Salesforce.com
- Maintain and expand long-lasting, trusted relationships with CPA Firms to generate new leads
- Expand sales within referral sources through cross-selling and by soliciting introductions to other decision-makers in each firm
- Grow house account relationships to generate opportunities
- Schedule meetings on behalf of the Account Director and/or Principals and CPA firms (referral sources) in the territory
- Ensure 100% customer satisfaction and retention by becoming a trusted advisor for various clients and referral sources
- Work directly with business owners and C-level executives
- 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
Required Qualifications:
- Minimum 2 years experience in sales and account management
- C-Level or CPA/Business Owner communication experience
- Experience with Salesforce or similar CRM (database)
- Ability to manage multiple projects and deadlines simultaneously
- Be able to work independently & as part of a team in a fast pace, rapid change environment
- Attention to detail and good analytical skills
- Coachable
- Bachelors degree required
Preferred Qualifications:
- Experience with CPA firms, Channel Sales or B2B sales
- Professional Services/Financial background
- Experience/Exposed to some knowledge of tax incentives (Cost Segregation, R&D Tax Credits, 45L/179D, Transfer Pricing)
Benefits
We are proud to offer a competitive base salary plus incentive compensation and a comprehensive benefits package; full medical and dental, flexible work schedule, 401k plan, profit sharing contribution, paid time off, company holidays, growth opportunities, team building, corporate events, and much more.
About KBKG
KBKG Inc., a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting. We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.
KBKG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
** Work from home or Regional office with 30% travel within territory**