Job Description

ABOUT THE COMPANY

SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 20,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. Our technology is covered by numerous United States Patents, including United States Patent Numbers 7,454,371; 7,610,227; 7,636,886; 7,720,616; 7,769,646; 7,853,494 and RE45007.

JOB DESCRIPTION

We are seeking a strategic minded and passionate Account Manager who will partner with and ensure the long-term success of our clients. Account Managers act as a primary point of contact for their clients and ensure the client’s needs are understood and satisfied. With their extensive product knowledge and understanding of industry trends, Account Managers communicate directly with clients and recommend SurePrep products and services that maximize value. Account Managers work to achieve revenue goals that align with company goals, are results-oriented, and self-starters capable of problem solving.

Successful Account Managers will build and manage long-lasting, mutually beneficial relationships with their contacts, always striving to find the solutions that best fit the individual needs of the client. Account Managers also aid internal departments by collecting information, such as sales leads, testimonials, and client escalation requests. The ideal candidate will be organized, adaptable, an exceptional communicator, and passionate about client relationships. Account Managers play an integral part in the future expansion of the company and will report directly to the Vice President of Sales.

PRIMARY RESPONSIBILITIES OF THIS ROLE INCLUDE:

· Maximize business potential through strong relationship management and consultative sales techniques.

· Present and demonstrate the value of SurePrep’s products and services to existing SurePrep Clients

· Maintain a comprehensive and accurate knowledge of SurePrep’s offerings and industry trends

· Manage renewal process for assigned client base and identify additional revenue opportunities from such clients

· Assist clients through email, phone, online presentations, and in person meetings

· Monitor and analyze Client’s usage of SurePrep’s products and services

· Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create a superior client experience

· Compile and analyze data to find trends

· Maintaining accurate client data within Salesforce.com and other client databases

· Participate in events and conferences on behalf of SurePrep

DESIRED EXPERIENCE AND SKILLS:

· BA/BS or equivalent experience

· 2+ years prior sales experience preferred

· Tax and accounting experience is desired but not required

· Experience with a CRM system, preferably Salesforce, is a must

· Strong verbal and written communication skills

· Ability to collect, track, and analyze large amounts of data

· Adaptability and strong problem-solving skills

· Ability to work in a fast paced, fluid environment

· Excellent active listening skills

· Strong attention to detail and adherence to deadlines

· Ability to build rapport and collaborate with others

In accordance with Federal mandates SurePrep reserves the right to require employees to be fully vaccinated against COVID-19.

Company Description

SurePrep has become one of the fastest growing software companies in Orange County. Our software solutions such as 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation that has lasted over 20 years. Our employees make SurePrep LLC. Our company culture and competitive compensations are a few reasons why we attract and maintain top talent.