Account Manager Small Firm

Rightworks LLC; United States; Hybrid; USD 102,000 - 138,000; Full time

Benefits offered by this job

401K match

Disability insurance

Health insurance

Dental and vision

Paid holidays

Volunteer time off

Job summary

Rightworks LLC is seeking an experienced Account Manager to nurture and grow relationships within our existing customer base. You will use a consultative approach to show clients how to gain more value by adding services to their subscriptions, reporting to the Sales Manager in a remote role with hybrid options for near a Rightworks office.

You will establish relationships, manage pipeline, and close deals while coordinating with Product & Marketing and channel teams to improve the sales

Qualifications

• 3–5 years of SaaS sales experience.
• Experience selling technology to accounting firms.
• Experience with prospecting and sales productivity tools (Groove, Clari, Salesforce).

Responsibilities

• Establish ongoing relationships with a customer base from multiple channels.
• Lead high-level consultative calls outlining how firms can leverage Rightworks.
• Forecasting and pipeline reporting.
• Manage assigned accounts and route inquiries.
• Outbound calling and emailing to set up appointments.
• Meet or exceed quota targets—monthly, quarterly, yearly.
• Collaborate with Product & Marketing and channel teams.
• Suggest and implement sales process improvements.
• Maintain knowledge of accounting industry trends and competitors.
• Travel for associations, events, and customer visits.

Skills

SaaS sales

Relationship building

Consultative selling

Education

Bachelor’s degree preferred

Tools

Groove

Clari

Salesforce

Job description

Rightworks offers the onlyintelligent cloud purpose-built for accounting firmsand professionals. Backed by award-winning support, ourfullymanaged IT and applicationsensure customers have secure, reliable, on-demand access to their technology. We provide acurated software ecosystemthatsimplifies the complexity of running an accounting firm or small business, supportedby acommunityof thought leaders, peer networks, and educational resources. Oursuccess is made possible by leveraging decades of specialized experience in leadingaccounting firms, SMBs and technology companies. Thousands of Firms and SMBs count on us to run their business every day.

We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.

Job Overview
We are looking for an experienced Account Manager to join the Rightworks Team. This team is specifically geared toward nurturing and growing relationships within our base of existing customers. Account Managers use a consultative approach, making sure clients understand all things related to Rightworks and advising on how they can receive more value by using additional services alongside their existing subscriptions. Reporting to the Sales Manager, a successful Account Manager sets appointments, fosters relationships, closes deals, and manages their own pipeline.
This is a remote position, with hybrid options for candidates near a Rightworks office.

Responsibilities

• Establish ongoing relationships with a customer base coming from multiple channels, and lead high-level consultative calls outlining the many ways a firm can leverage its relationship with Rightworks
• Engage our customer audience and introduce Rightworks as the one-stop technology solution, with offerings ranging from QuickBooks hosting to fully outsourced IT
• Manage regular forecasting and pipeline reporting
• Manage assigned accounts, field customer inquiries, and route items as needed
• Conduct heavy outbound calling and emailing to set up regular appointments
• Meet or exceed all quota targets - monthly, quarterly, and annually
• Collaborate closely with Product & Marketing, as well as channel teams
• Suggest and implement improvements to the sales process
• Maintain a current, working knowledge of the accounting industry - trends, competitors, and software
• Travel as needed for association and industry events and customer visits

Requirements

• 3-5 years of SaaS sales experience
• Preferred: 3-5 years of experience selling technology to accounting firms
• Preferred: experience with prospecting and sales productivity tools (Groove, Clari, Salesforce)
• Experience building pipeline through outbound prospecting
• Demonstrated track record of meeting or exceeding sales quota
• Excellent interpersonal and team collaboration skills
• Excellent presentation skills
• Strong analytical and organizational skills
• Numerical aptitude and a problem-solving mindset
• Bachelor’s degree preferred, or equivalent practical experience

Eligibility Requirements

• This role is open to US Citizens or permanent residents authorized to work in the United States. Rightworks LLC is unable to offer visa sponsorship.
• Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska.
• Relocation will not be offered for this position.

Compensation

Our Compensation range for this role is $120,000 OTE annually, and is determined based on factors such as relevant experience, skills, and internal equity.

Benefits

• To provide best-in-class solutions, we need a best-in-class team.
• We offer competitive salaries to recruit the best talent.
• We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match.
• We offer highly affordable medical, dental, vision coverage, and many other valuable benefits.
• We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life.
• We encourage giving back to our communities by providing paid volunteer time off.

We are proud to be an Equal Opportunity Employer!

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the employer.