Account Specialist, Tax

Account Specialist

The Account Specialist is primarily focused on leading the renewal for existing accounts during the renewal window. The account specialist will have strong relationships with our customer success and sales teams to help ensure a great experience for our clients while mitigating risk.

About the Role : Responsibilities

Own the end-to-end renewal process for a portfolio of customers. Manage quoting, contract execution, and renewal forecasting. Identify and execute low-complexity upsell and cross-sell opportunities. Respond to inbound commercial inquiries and route complex opportunities appropriately. Partner with CSMs to align renewal timing with customer value realization. Collaborate with Finance and Legal to ensure smooth processing of commercial transactions.

Daily Activities

Renewal Management : Drive timely and accurate renewals by managing quotes, contracts, and customer communications, ensuring a seamless experience.

Commercial Execution : Handle inbound commercial requests, identify small-scale upsell opportunities, and support pricing discussions in collaboration with CSMs & Sales.

Cross-Functional Collaboration : Work closely with CSMs, Sales, Finance, and Legal to align on customer strategy, pricing, and contract terms.

Data & Forecasting : Maintain accurate renewal forecasts, update CRM records, and ensure visibility into commercial performance.

Customer Communication : Engage with customers to confirm renewal intent, clarify terms, and ensure commercial alignment with their evolving needs.

Key Metrics

Renewal & Retention : Percentage of contracts successfully renewed and customers retained within assigned accounts.

Cross-Sales & Upsells : Revenue generated from low-complexity upsell and cross-sell opportunities identified and executed through the renewal process.

About You : Education & Experience

Bachelor's degree in Business, Marketing, or a related field (or relevant experience). 2+ years in account management, renewals, inside sales, or customer-facing roles, preferably in a SaaS or recurring revenue environment.

Skills & Attributes

Strong commercial acumen and negotiation skills. Excellent communication and relationship management abilities. Highly organized with attention to detail and follow-through. Proficient in CRM and quoting tools (e.g., Salesforce, CPQ platforms). Comfortable working cross-functionally and managing multiple priorities.

What's in it For You?

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 commitment of empowering employees to achieve a better work-life balance.

Career Development and Growth : By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

Industry Competitive Benefits : We offer comprehensive benefit plans to include paid leave, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

Culture : Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values : Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

Social Impact : Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved.