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    Account Manager - Portland, United States - Tandym Group

    Tandym Group background
    Description


    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
    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)

    #J-18808-Ljbffr

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