Value Account Manager

As a Partner Development Sales Specialist on our High Value Account Management (HVAM) team, you will be a strategic partner to our top accounting firms, helping them navigate the digital age of acceleration. You will move beyond transactional 'attaching' of services to a holistic platform experience, becoming a trusted advisor who helps our partners unlock new levels of efficiency, generate more revenue, and achieve superior results for their clients.

• Applies Sales Methodologies to Drive Outcomes: You will utilize customer insights and data to tailor sales methodologies and processes, and integrate comprehensive insights to enhance and diversify your sales approach for targeted outcomes. Your responsibilities include identifying account opportunities, developing comprehensive strategies to drive sales, and creating a sustainable sales cycle to achieve quarterly revenue targets.
• Proficient Use of Resources & Technology (including AI): You will use a range of resources and technology to complete moderately complex tasks and solve problems autonomously. Your expertise will be critical in guiding decision-making and supporting peers as they develop and innovate. You will also promote knowledge sharing and collaboration that directly improves customer service outcomes.
• Customer Centric: You will cultivate strong, lasting partnerships by being proactive in addressing customer needs and concerns, ensuring they always feel valued, supported, and connected in every interaction. You will build partnerships by consistently providing personalized attention and solutions, ensuring customers feel understood and appreciated.
• Expert Communicator: You'll build rapport through active listening, asking detailed clarifying questions, and summarizing key points to ensure alignment. You will strategically adjust your communication style to enhance understanding and collaboration, and create and deliver written and verbal communications across various mediums that promote engagement and drive action.
• Solution & Value Acumen: You will demonstrate expert knowledge of our product's capabilities and leverage industry expertise and business insights to develop tailored solutions. You'll use insights and customer data to create a solution that addresses customer goals, improves their processes, and overcomes unexpected objections.
• Growth Mindset: You'll drive continuous improvement by exploring and applying techniques to enhance personal work processes, setting measurable goals for these improvements. You'll also exercise flexibility and agility, recognizing when a new approach is required, and responding with confidence to changing circumstances. You'll demonstrate resilience by quickly recovering after setbacks and adopting a fail-fast approach to refine strategies promptly.
• Territory Strategy & Execution: Develop and execute a comprehensive revenue growth strategy for an assigned territory of large U.S. Accounting and Tax firms. This includes engaging firms to understand their business needs and their clients, and preparing, presenting, and implementing formal proposals for a solution tech stack.
• Pipeline Management: You will grow and manage a sales pipeline and maintain a sustainable sales cycle to achieve quarterly sales revenue targets. This involves navigating complex selling processes while maintaining strong relationships with key partners.
• Occasional travel may be required.

• Strategic & Consultative Selling: A proven ability to drive a strategic sell-to/sell-through approach, understanding a firm’s business model and their value as advisors to their business clients.
• Technological Acumen: Technically astute, with a demonstrated ability to use technology, AI, and data to increase personal and team efficiency and influence customer decisions.
• Customer Relationship Management: Experience in building and cultivating strong, lasting relationships by consistently providing personalized attention and solutions.
• Sales Execution: Experience in developing and executing successful sales strategies for mid-to-large accounts.
• Communication & Influence: Excellent presentation, negotiation, and…