Account Manager - Firm Install
About The Position
Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms, SMBs and technology companies. Thousands of Firms and SMBs count on us to run their business every day. We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect. Job Overview We are looking for an experienced Account Manager to join the Rightworks' Team. This team is specifically geared toward nurturing and growing relationships within our base of existing customers. Account Managers use a consultative approach, making sure clients understand all things related to Rightworks and advising on how they can receive more value by using additional services alongside their existing subscriptions. Reporting to the Sales Manager, a successful Account Manager sets appointments, fosters relationships, closes deals, and manages their own pipeline.
Responsibilities
- Establish ongoing relationships with customer base coming from multiple channels and have high-level consultative calls outlining the many ways a firm can leverage their relationship with Rightworks
- Your goal is to engage our customer audience and introduce Rightworks as the one stop technology solution, with offerings ranging from QuickBooks hosting to fully outsourced IT
- Regular forecasting and pipeline management
- Ongoing training and skills improvement
- Manage assigned accounts, fields customer inquiries and routes items as needed
- Responsible for heavy outbound calls/emails to set up regular appointments
- Meet or exceed all quota targets – monthly, quarterly and annually
- Collaborate closely with Product & Marketing, as well as channel teams
- Suggest and implement improvements in the sales process
- Become fully versed in the accounting industry - changes, trends, competitors, software, etc.
- Travel required for association and industry events and customer visits as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
