Account Manager

CSA Partners•Lindon, UT

About The Position

CSA Partners is a leading provider of cost segregation services, helping commercial property owners maximize tax savings through accelerated depreciation. Our team of experts specializes in identifying and reclassifying personal property assets to shorten the depreciation time for taxation purposes, resulting in significant tax benefits for our clients. The Account Manager plays a fundamental role in achieving our ambitious revenue goal for our Strategic Partnerships team. You will take ownership of building and nurturing relationships with existing accounts, as well as qualified inbound leads, to drive new business opportunities. We are looking for an individual with a strong background in sales who is motivated by results, works collaboratively with a team, and maintains our high standards of customer service. They must have a proven ability to build trust, close opportunities, and consistently meet goals.

Requirements

BA/BS degree in Business, Accounting, Finance, Construction Management, or equivalent experience
1-3 years of sales experience
Experience working in Dynamics or similar CRM and with Outreach engagement platform
Dynamic, people-oriented personality able to quickly adjust in a fast-changing environment
Excellent communication skills, both verbal and written
Detail-oriented with excellent organizational and multitasking skills
Ability to provide solutions to problems
Proficiency with computers
Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
Ability to manage multiple projects at the same time
Ability to work towards regular deadlines
High attention to detail

Nice To Haves

Building construction knowledge
Familiarity with real estate concepts

Responsibilities

Source and nurture new sales opportunities through prospecting, referrals, and development of existing accounts while maintaining and expanding a robust prospect database
Serve as the primary point of contact for clients, managing day-to-day relationships while deeply understanding client needs and requirements
Promptly follow up on prospect and client activity and accurately document all interactions, next steps, and updates in the company CRM
Review proposals with customer/prospect via a scheduled Teams or phone call
Demonstrate superior product knowledge to answer client questions and inquiries
Close sales and achieve quarterly goals
Travel to existing accounts and company sales/marketing events may be required (up to 10%)
Performs other related duties as assigned