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Account Manager

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Tax Advisors Group

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Location:
United States , Dallas

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Category:
Sales

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

TAG is looking for an Account Manager to provide white-glove support to our clients by providing a blend of client relations, sales, and consultative skills.

Job Responsibility:

  • Drives regular and proactive conversations with clients as the single point of contact to foster alignment of client needs with contract opportunity
  • Acts in a straightforward and responsive manner using clear communications and behaviors with the clients’ best interests in mind
  • Develops a strong working understanding of TAG products and services, serving as the liaison across internal teams to ensure the loop is always closed with a client promptly
  • Provides clear solutions to clients and resolves all inquiries timely and holistically
  • Acts as consultative strategic advisor to client / client relationship
  • Captures and brings forward client insights that lead to renewals and account expansion opportunities
  • Proactively seeks opportunities to develop and communicate the value of expanded services to clients and the value TAG can bring to their business
  • Actively interfaces with key contacts at all accounts to identify renewal risk and improve client health and retention
  • Demonstrates a thorough understanding of client needs based on their environment, industry, and infrastructure, as well as understanding the specific needs on their various property types, locations and assets
  • Collaborates with internal team members and clients to identify growth opportunities through account planning and delivery execution
  • Consistently builds rapport to proactively identify gaps in relationships with clients and recommends actions to bridge or resolve gaps
  • Collaborates with internal team members to ensure positive client experiences that lead to expansions and renewals
  • Achieves assigned annual goals in the areas of NPS score, contract renewals, and expansion revenue
  • Regularly follows standard operating procedures and defined processes, including expected use of technology enabled applications to effectively deliver against client expectations
  • Maintains accurate and concise documentation through various parts of the client life cycle (onboarding, data requests, accruals, tax savings, reports, renewals, expansions, net promoter score, and tax bill transmittal)
  • Other duties as assigned

Requirements:

  • Minimum of 3-5 years of account management and or/client success experience
  • Excellent phone, written and verbal communication skills
  • Strong interpersonal skills, with ability to persuade and influence others
  • Strong organizational and time management skills, with ability to multitask
  • Must be able to take on multiple tasks while still maintaining accuracy and attention to detail
  • Basic skills in Microsoft Outlook, PowerPoint, Word, Excel and Internet navigation and research
  • Experience tracking activity and opportunities in a CRM system (e.g., Salesforce)
  • Occasional travel for client meetings, up to 15% travel annually

Nice to have:

  • Relevant work within client success/account management, ideally in property tax or a tech enabled business
  • 1-2 years sales experience
  • Strong presentation software skills (e.g., PowerPoint)
  • Proven track record of operating with a strong sense of urgency
  • Ability to lead and motivate other team members
  • Strong conflict management skills
  • Enthusiasm for helping and educating others
  • Experience hosting remote calls using various platforms (e.g., Teams, Zoom, WebEx)
What we offer:
  • Competitive salary + incentivized earning potential
  • 401(k) matching plan, Medical/Dental/Vision Plan
  • Paid time off, Winter Break Company Close, Social Events
  • Fitness Center
  • Hybrid Work Schedule

Additional Information:

Job Posted:
January 04, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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