Client Account Executive
About The Position
Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Job Summary The Client Account Executive is responsible for driving growth and retention within customer accounts. This role focuses on consultative selling, including cross-selling and upselling ancillary products, guiding customers to the right Drake Software solutions, and supporting proactive initiatives designed to improve long-term customer satisfaction and retention. The ideal candidate is customer-focused, comfortable with sales conversations, and able to clearly explain product value while building trusted relationships.
Requirements
- Minimum of two (2) years of experience selling products or services in a B2B or B2C environment
- Strong customer service and relationship-building skills
- Basic computer proficiency, including experience with Microsoft 365 (Outlook, Teams, Excel, etc.)
- Excellent communication skills, both written and verbal
- Ability to work independently in a remote environment
Nice To Haves
- Experience using Salesforce or similar CRM platforms
- Prior experience with Drake Software or other tax software products
- Familiarity with the tax and accounting industry
Responsibilities
- Drive ancillary cross-sell and upsell opportunities across customer accounts, including but not limited to: Drake Accounting (DAS) Drake Portals TaxBook RightWorks Workflow
- Support enrollment-based sales goals for products such as: Bank Products DrakePay Tax Protection Plus
- Assist customers in selecting the most appropriate core product packages, including Drake Tax Online and other Drake Software solutions
- Engage in proactive outreach initiatives designed to improve customer retention and long-term account value
- Serve as a knowledgeable point of contact for customers, addressing questions and identifying opportunities to better meet their needs
- Accurately document customer interactions and opportunities in CRM tools
- Collaborate with internal teams to ensure a seamless customer experience
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
51-100 employees
