Account Manager

About the role

The Account Manager plays a critical role in advancing CPA.com’s firm transformation strategy and accelerating adoption of transformative technologies. In this role, you will own and grow a portfolio of CPA firms by developing trusted relationships, connecting stakeholders across the ecosystem, and positioning CPA.com as a strategic partner in firm evolution. This is not a traditional account management role. You will operate as a relationship-led growth driver, engaging firm leadership, navigating multi-stakeholder environments, and driving measurable growth outcomes.

Responsibilities

• Develop and execute strategic account plans: Identify, prioritize, and pursue high-value firms within your territory. Build deep account intelligence, map stakeholder landscapes across CAS, Audit, and Tax departments, and establish multi-threaded relationships with partners and firm leadership.
• Own full-cycle, service-led sales motions: Lead opportunities from discovery through close including needs assessment, solution positioning, proposal development, and executive alignment.
• Build and expand relationships with influence: Establish credibility with partners and decision-makers, progressing relationships from initial connection to trusted advisor. Actively expand your network within firms and ecosystems.
• Serve as a connector across people, ideas, and solutions: Bring together firm leaders, partners, and internal professional services teams to create momentum. Identify opportunities to align firm needs with CPA.com and partner capabilities.
• Performance & Accountability: Consistently meet or exceed KPIs for meetings, overlays, pipeline creation and revenue achievement by maintaining disciplined daily habits and leveraging performance data to continuously refine targeting and messaging.
• Drive partner and ecosystem orchestration: Collaborate with strategic partners to identify and advance joint opportunities. Align firm needs within the broader ecosystem to deliver integrated solutions.
• Manage pipeline with discipline and accuracy