About this Job   

As an account manager you will be responsible for maintaining client relationships, managing accounts, and bringing in new clients to the company within your respective territory. You will support the team and our clients on a regular basis and be an essential component of our growing practice. This is a remote position.   


Key Responsibilities  


·         Establish new CPA relationships while nurturing existing ones 

·         Solicit new clientele in your territory 

·         Retention for current clients in your territory 

·         Attend networking events with local organizations 

·         Hold 3-4 Blitzes (client and CPA recruiting trips) 

·         Hold quarterly calls with CPAs 

·         Schedule and prepare for conference calls with prospective clients  

·         Create RFI’s, shared folders, Salesforce entries, Results Letters, Engagement Letters and proposals  

·          Work in partnership with Partner Lead in territory 

·         Maintain constant contact with clients and CPAs to strengthen relationship and obtain necessary documents to keep projects moving forward  

·         Create, update and prepare and present presentations for webinars or in-person learning sessions 

·         Solicit CPA firms to secure future webinars or in-person learning sessions  

·         Create content for marketing campaigns and social media engagement  

·         Coordinate both small and large  Client or CPA events  

·         Travel is required in your territory (CPA and client meetings, networking events, conferences, tradeshows, etc) 

·         Some travel to conferences/tradeshows outside of your territory may be required 


Skills & Qualifications   

·         4+ years of professional sales experience required   

·         Strong client interaction, sales and marketing skills   

·         Strong project management ability   

·         Strong phoning skills 

·         Must be willing to learn, understand and speak eloquently on the specialty tax incentives that we offer 

·         Experience working with C-suite level executives preferred  

·         Previous experience with CRM such as Salesforce preferred   

·         Previous work in specialty tax incentives a plus  

·         Previous work experience in AEC industry a plus   

·         Highly Proficient in Microsoft Office (Outlook, Excel, PowerPoint, etc.)   

·         Time management and attention to detail   

·         Ability to prioritize and multi-task on a variety of tasks and projects   

·         Clear written and verbal communication skills, strong documentation skills   

·         Must have reliable transportation and secure work location   

·         Self-starter with a roll-up-your-sleeves attitude   

·         Strong sense of ownership and initiative  



Base salary plus commission paid on every sale! 

Huge room for growth and advancement   

Work with an experienced, close-knit team that emphasizes work-life balance and personal growth and development   

Work from home, flexible schedule   

401K, Medical, Dental, Vision and Life Insurance available   

Permissive bonuses   



$70,000 - $90,000 dependent upon experience.



Send Resume to: Curt Jaeger at cjaeger@brayn.com
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