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Account Specialist Manager, Tax

Account Specialist Manager, Tax

Michigan StaffingAnn Arbor, MI, US
1 day ago
Job type
  • Full-time
Job description

Manager, Account Specialist

Are you passionate about the chance to bring your experience to a world-class company that is market-leading for both content and technology? Do you have previous experience driving renewal and upsell sales motions for existing accounts? Are you motivated by uncapped commissions? If yes, we are looking for you.

About The Role

As the Manager, Account Specialist, you will lead a team responsible for driving renewals and commercial execution across a portfolio of customers. This role combines leadership, operational excellence, and strategic oversight to ensure retention, accurate forecasting, and incremental growth through upsell and cross-sell opportunities. You'll partner closely with Customer Success, Sales, Finance, and Legal to deliver a seamless renewal experience and maintain commercial accuracy.

Key Responsibilities

Team Leadership : Manage and develop a team of Account Specialists, providing coaching, performance feedback, and career development.

Operational Excellence : Oversee end-to-end renewal processes, ensuring timely execution of quotes, contracts, and forecasting.

Commercial Strategy : Drive incremental revenue through low-complexity upsell and cross-sell opportunities; support pricing and negotiation strategies.

Cross-Functional Collaboration : Align with CSMs, Sales, Finance, and Legal to ensure renewal timing and commercial terms support customer value realization.

Data & Forecasting : Maintain visibility into renewal performance, pipeline health, and commercial metrics; ensure CRM accuracy and reporting integrity.

Process Improvement : Identify and implement scalable processes, tools, and best practices to enhance efficiency and customer experience.

Success Metrics : Renewal & Retention : Percentage of contracts successfully renewed and customers retained. Revenue Growth : Upsell and cross-sell revenue generated through renewal activities. Forecast Accuracy : Reliability of renewal and commercial forecasts.

About You

The best leaders in this role combine commercial acumen with a passion for team development and operational rigor. You thrive in a fast-paced environment, balancing strategic priorities with hands-on execution.

What Makes You Stand Out

Leadership Mindset : You inspire and coach your team to achieve excellence and grow professionally.

Commercial Expertise : You understand pricing, negotiation, and recurring revenue models.

Operational Discipline : You drive process consistency and accuracy across all commercial activities.

Collaborative Approach : You build strong partnerships across Customer Success, Sales, Finance, and Legal.

Analytical & Data-Driven : You leverage metrics and insights to guide decisions and improve performance.

Change Agent : You identify opportunities for improvement and lead initiatives that scale impact.

Qualifications

Bachelor's degree in Business, Marketing, or related field (or equivalent experience). 5+ years in account management, renewals, or commercial operations, with at least 2 years in a leadership role. Experience in SaaS or recurring revenue environments. Proficiency in CRM and quoting tools (e.g., Salesforce, CPQ platforms). Advanced English proficiency both written and oral. Candidates will be tested before setting up an interview.

What's In It For You?

Hybrid Work Model : We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

Flexibility & Work-Life Balance : Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible

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Account Specialist • Ann Arbor, MI, US

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