Client Executive, SafeSend/SurePrep

The Client Executive plays an integral role in helping to drive the growth and expansion of aligned customer accounts. They will play a crucial role in achieving our sales targets while ensuring customers receive exceptional service and support. This role involves identifying opportunities for upselling, increasing utilization, and enhancing customer engagement to ensure customer success and revenue growth. The ideal candidate will have a solid understanding of customer needs and the ability to develop strategies that align with business objectives. The position will also maintain customer satisfaction and retention by proactively addressing customer needs and issues. This role involves developing strategies to reduce churn, enhance customer engagement, and build long-term relationships with key customers. We are hiring two Client Executives for the SafeSend & SurePrep team. One will focus on SafeSend and the other on SurePrep clients. About the Role Drive Sales Growth: Develop and execute strategies to drive revenue growth within assigned accounts. Identify upselling and cross-selling opportunities to enhance client engagement and increase sales. Achieve and exceed sales targets and KPIs. Client Relationship Management: Build and maintain strong relationships with key decision-makers and stakeholders within client organizations. Understand their business needs and align our solutions to meet those needs effectively. Account Strategy: Create and implement account plans that outline sales goals, strategies, and tactics. Regularly review and adjust plans based on performance and market conditions. Business Acumen: Demonstrates strong business acumen by effectively managing client accounts, identifying growth opportunities, analyzing market trends, and ensuring alignment with organizational goals. Proficient in strategic thinking and fostering long-term partnerships to drive mutual success. Customer Advocacy: Serve as a trusted advisor to clients, providing insights and recommendations to help them achieve their goals with our software solutions. Address any concerns and ensure high levels of customer satisfaction. Collaboration: Work closely with internal teams, including Sales, Marketing, and Product, to ensure alignment and drive successful outcomes for clients. Assist in product launches. Reporting: Prepare and present regular reports on account performance, sales metrics, and strategic recommendations. Product Expertise: Develop a thorough understanding of our solutions and service offerings to better upsell and cross-sell to customers. Professional Development: Invest in ongoing self-development to acquire industry-relevant skills necessary to satisfy customer needs. ​About You 2 years of experience as a Customer Success Manager or similar role Experience in the SAAS industry preferred A passion for technology; comfortable with web-based applications Exceptional time management skills and ability to prioritize multiple tasks in a fast-paced environment while meeting critical deadlines Excellent presentation skills and ability to effectively communicate a variety of topics to a diverse audience Experience providing high-level client support, internally and externally, along with the ability to build relationships with clients and team members Excellent verbal and written communication skills Excellent organizational skills and attention to detail Possess the ability to self-motivate, maintain a consistent schedule, and to train clients who may have no understanding of the product Excellent computer skills including Microsoft Word, Excel, PowerPoint, and Outlook Experience in the tax and accounting industry or similar is a plus #LI-DM1 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. Flexibilit ... (truncated, view full listing at source)