Enterprise Account Manager

Requirements
Basic Function:

The Enterprise Account Manager owns a defined portfolio of large, named priority accounts within an assigned geographic territory and serves as the primary point of contact for those firms. This is an expansion-focused role accountable for growing revenue within an assigned book of business of approximately $8M, deepening relationships across each firm, and driving adoption of ETS service lines (Cost Segregation, R&D Tax Credits, Energy Tax, and related specialty tax services) across the account base. The Enterprise Account Manager is not responsible for net-new logo prospecting; the mandate is to retain, expand, and maximize the lifetime value of existing strategic accounts.

Principal Responsibilities: Account Ownership & Territory Management

- Serve as the named, single point of contact for an assigned portfolio of large priority accounts within a defined geographic territory, owning the overall health and growth of each relationship

- Develop and maintain account plans for each named firm, including stakeholder maps, service-line penetration, and a clear path to expansion

- Build trusted, multi-threaded relationships across each account — engaging principals, partners, and decision-makers beyond the original point of contact

Revenue Growth & Expansion
- Own a book of business of approximately $8M in account revenue and carry an annual expansion target against that portfolio

- Identify, qualify, and close cross-sell and up-sell opportunities across ETS service lines within assigned accounts

- Proactively surface new engagements by understanding each client's evolving tax position, transaction activity, and business changes

- Forecast account revenue accurately and maintain a clear, current view of expansion pipeline by account

Relationship Management & Retention
- Drive client satisfaction, retention, and renewal across the assigned portfolio, acting as the client's advocate within ETS

- Coordinate the delivery experience by partnering with operations and technical teams to ensure work product meets client expectations and timelines

- Conduct regular account reviews with key firms to reinforce value delivered and align on upcoming needs

CRM Discipline & Reporting
- Maintain accurate, current account, contact, and opportunity records in the CRM, adhering to organizational hygiene standards

- Deliver a consistent reporting cadence on account status, expansion pipeline, and forecast to the Sales Operations Manager

- Track and stage opportunities accurately from identification through close, flagging risks and bottlenecks for timely action

Cross-Functional Coordination
- Serve as the operational liaison between assigned accounts and ETS marketing, sales, and operations teams to ensure aligned messaging, qualified opportunity flow, and delivery capacity

- Partner with the Sales Operations Manager on intake standards and handoff readiness to ensure expansion deals are operations-ready at close

Skills and Qualifications:

- Strong expertise in enterprise or strategic account management, client relationship management, and revenue expansion.

- Proven track record of growing revenue within an existing book of named accounts.

- Strong consultative selling skills with the ability to identify and close cross-sell and up-sell opportunities.

- Ability to manage multiple high-value relationships and competing priorities in a fast-paced, deadline-driven environment.

- Highly organized with strong account planning and project management capabilities.

- Skilled at building trust and influence with senior stakeholders and decision-makers.

- Able to work independently while coordinating effectively with cross-functional stakeholders.

- Promotes teamwork, accountability, and transparency across teams.

Education/Certification:
- Bachelor's degree (B.A./B.S.) or equivalent from a four-year college; or

- Five (5) to Seven (7) years related experience in account management, enterpr