Account Manager, National Accounts
Account Manager, National Accounts
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Summary
About the Role
We are seeking a highly organized proactive and relationship-savvy Account Manager to support our most strategic customer segmentthe Top 100 CPA firms in the U.S. In this role you will operate as a key coordinator and trusted account liaison supporting the Director of National Accounts in the execution of account-based strategies within these firms.
Youll play a vital roleensuring meeting preparation cross-functional coordination timely communication and follow-up across multiple internal teams technology partners and firm stakeholders. This is an ideal opportunity for someone who thrives in a matrixed high-touch environment and is passionate about the evolution of the accounting profession.
Key Responsibilities
Account Support & Relationship Coordination
- Serve as a day-to-day account point of contact coordinating with firm administrators service line leaders or project managers across Top 100 CPA firms.
- Support the Director of National Accounts and executive team in managing communications stakeholder mapping and relationship tracking across assigned firms.
- Prepare briefing materials agendas and background insights for strategic meetings with firm leaders and internal executives.
Meeting Preparation Execution & Follow-Up
- Coordinate and support executive engagements strategic check-ins and leadership meetings between firms and technology partners.
- Own meeting scheduling materials preparation and execution supportincluding notetaking action item capture and stakeholder follow-up.
- Ensure all follow-ups internal tasks and customer-facing deliverables are tracked and completed on time.
Internal & Partner Collaboration
- Act as a liaison between the Director of National Accounts and internal stakeholders (e.g. marketing product partner management professional services).
- Coordinate with technology partner teams to schedule meetings share relevant context and support joint account planning.
- Support the development of presentations communications and firm-specific collateral as needed.
Insights & Opportunity Enablement
- Monitor and capture changes in firm leadership structure or strategic priorities; surface these insights to the Director and EVP of Growth.
- Identify and flag potential opportunities for executive engagement solution introduction or partner collaboration.
- Help maintain and update CRM records account plans and reporting for assigned firms.
Qualifications
- 3 years of experience in account coordination account management customer success or sales supportpreferably in B2B professional services or technology partner ecosystems.
- Exceptional organizational and communication skills with the ability to work confidently across internal and external stakeholders.
- Comfortable interacting with client contacts at various levels including partners directors and firm administrators.
- Highly responsive and reliable in fast-paced relationship-driven environments.
- Proficient with CRM platforms productivity tools (Excel PowerPoint etc.) and collaboration systems (Teams Slack etc.).
Preferred
- Experience supporting CPA firms or professional services clients.
- Familiarity with the structure of large CPA firms and their service lines (CAS audit tax advisory).
- Exposure to account-based marketing or enterprise sales environments.
Why This Role Matters
As the strategic support arm to the Director of National Accounts youll be central to advancing relationships within the Top 100 CPA firms. Youll enable high-quality engagements support complex account motions and contribute to long-term firm success and partnership growth.
Required Experience:
Manager
Employment Type
Unclear
