Partner Success Account Manager

Account Manager

The Account Manager is responsible for leading the end-to-end management of client accounts and out Tax Professional, ensuring a seamless onboarding experience, strong relationship development, and long-term client satisfaction. This role plays a critical part in aligning internal teams to deliver a cohesive and value-driven client experience.

Key Responsibilities :

• Lead the client onboarding process, partnering closely with Partner Onboarding & Operations to ensure timely and effective implementation tailored to client needs.
• Manage the full client lifecycle, from initial kickoff through ongoing relationship development, issue resolution, and contract renewals.
• Coordinate with internal teams to oversee Pro onboarding and implementation for assigned accounts, ensuring the right resources are in place for a successful client engagement.
• Conduct regular client check-ins and touchpoints to proactively assess account health, address concerns, and identify areas of opportunity or potential risk.
• Act as the primary point of contact for clients while fostering cross-functional collaboration to ensure client needs are met and expectations are exceeded.
• Demonstrates a proactive and empathic attitude toward client needs. Builds trust by delivering consistent, value-driven service throughout the client lifecycle.
• Takes ownership of client success and internal responsibilities. Manages deadlines and ensures that commitments are met without the need for repeated follow-up.
• Communicates clearly, professionally, and with appropriate tone in all client and internal interactions.
• Develops and maintains strong client relationships through regular touchpoints, anticipating concerns, and building rapport over time.
• Aligns and collaborates with cross-functional teams to ensure a smooth onboarding and service experience. Navigates internal processes to advocate for client needs.
• Identifies issues early, evaluates potential solutions, and escalates appropriately when necessary. Communicates problems constructively and focuses on resolution.
• Effectively manages multiple accounts, timelines, and competing tasks without sacrificing quality or responsiveness.
• Responds constructively to shifting priorities and client needs in a fast-paced environment. Maintains composure and focus during periods of high demand.
• Proactively seeks ways to enhance the client experience and internal processes. Contributes ideas and supports a culture of growth and improvement.
• Maintains confidentiality, acts with integrity, and consistently represents the company's values and standards.

Requirements :

Note : This role description is intended to convey information essential to understanding the scope of the role and is not exhaustive. Duties, responsibilities, and qualifications may evolve or change over time to meet the organization's needs.

Benefits :

No Third Party Agencies or Submissions Will Be Accepted.

Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.