Account Manager
Somewhere
🇿🇦 Hirezar Summary for South African Applicants
This fully remote full time position at Somewhere is open to applicants from South Africa. The estimated monthly salary is R37,000 – R41,625 ZAR. This role is suited for mid-level professionals. As a remote position, you can work from anywhere in South Africa — whether you're based in Johannesburg, Cape Town, Durban, or a smaller town.
Job Description
Account Manager (Financial Services–Focused)
Position:Full-TimeLocation:RemoteWorking Hours:9 AM – 5 PM EST/CST (flexible)
About the Company
We are a U.S.-based firm specializing in cost segregation and energy tax solutions, helping property owners unlock significant tax incentives and improve cash flow. Our services empower real estate investors, financial professionals, and tax advisors seeking to deliver deeper value to their clients.
Role Overview
We’re looking for a proactive, relationship-orientedAccount Managerwho thrives on deepening engagement withexisting clients. Instead of hunting new accounts, this role is dedicated tonurturing an assigned portfolio, ensuring clients receive exceptional service, adopt our solutions fully, and continue to expand their utilization over time.
You’ll act as a strategic advisor—understanding client goals, guiding them through tax-advantaged strategies, and identifying value-add opportunities already present within the account. The ideal candidate brings financial acumen, consultative communication, and the ability to translate complex incentives into clear business benefits.
Key Responsibilities
Client Relationship Management
* Serve as the primary advisor and day-to-day contact for an assigned portfolio of active accounts.
Serve as the primary advisor and day-to-day contact for an assigned portfolio of active accounts.
* Build long-term trust with real estate investors, CPAs, financial professionals, and business owners.
Build long-term trust with real estate investors, CPAs, financial professionals, and business owners.
* Conduct regular check-ins, reviews, and strategy calls to understand evolving client needs.
Conduct regular check-ins, reviews, and strategy calls to understand evolving client needs.
* Ensure clients are fully supported throughout the lifecycle of each engagement.
Ensure clients are fully supported throughout the lifecycle of each engagement.
Retention & Expansion (Inside-Account Growth)
* Identify opportunities to expand account value—introducing additional studies, incentives, or services relevant to current clients.
Identify opportunities to expand account value—introducing additional studies, incentives, or services relevant to current clients.
* Proactively surface insights based on client portfolios, prior results, and upcoming tax cycles.
Proactively surface insights based on client portfolios, prior results, and upcoming tax cycles.
* Educate clients on cost segregation, 179D/45L, energy incentives, and related tax strategies.
Educate clients on cost segregation, 179D/45L, energy incentives, and related tax strategies.
* Support clients in presenting the ROI and tax impacts internally to their stakeholders.
Support clients in presenting the ROI and tax impacts internally to their stakeholders.
Onboarding & Implementation Oversight
* Guide newly acquired accounts through a structured onboarding process.
Guide newly acquired accounts through a structured onboarding process.
* Set clear expectations, ensure strong alignment between client needs and internal delivery teams.
Set clear expectations, ensure strong alignment between client needs and internal delivery teams.
* Maintain oversight of timelines, communication, and deliverables to ensure seamless execution.
Maintain oversight of timelines, communication, and deliverables to ensure seamless execution.
Account Performance Management
* Monitor client KPIs: utilization, engagement, satisfaction, retention, and expansion indicators.
Monitor client KPIs: utilization, engagement, satisfaction, retention, and expansion indicators.
* Maintain accurate CRM records, including call notes, next steps, and opportunity signals.
Maintain accurate CRM records, including call notes, next steps, and opportunity signals.
* Produce regular account summaries and forecast updates for leadership and cross-functional teams.
Produce regular account summaries and forecast updates for leadership and cross-functional teams.
* Develop account plans that support long-term partnership growth.
Develop account plans that support long-term partnership growth.
What We’re Looking For
Experience & Skills
* 3+ years in account management, customer success, client advisory, or a similar client-facing role.
3+ years in account management, customer success, client advisory, or a similar client-facing role.
* Experience in financial services, real estate, tax strategy, or consulting is strongly preferred.
Experience in financial services, real estate, tax strategy, or consulting is strongly preferred.
* Proven ability to retain, grow, and deepen value within an existing client portfolio.
Proven ability to retain, grow, and deepen value within an existing client portfolio.
* Exceptional communication and relationship-building abilities.
Exceptional communication and relationship-building abilities.
* Strong organizational skills with a self-driven, client-first mindset.
Strong organizational skills with a
Tips for South African Applicants
Timezone Advantage
South Africa (SAST, UTC+2) overlaps well with European business hours and has a few hours of overlap with US East Coast. Mention your timezone flexibility in your application.
Salary in Context
At R37,000/month, this role is competitive with the average South African remote salary. The USD equivalent ($2,000/mo) benefits from the favourable exchange rate.
Application Tips
Tailor your CV to international standards — use a clean format, highlight remote work experience, and include your English proficiency. Many SA applicants succeed by emphasising their strong work ethic and cultural adaptability.
Load Shedding Preparedness
If you're applying for a remote role, having a backup power solution (UPS, inverter, or generator) and mobile data as a backup internet connection shows employers you're prepared for South Africa's infrastructure challenges.
About Somewhere
Somewhere is a company in the Recruitment & Staffing industry that hires remote workers from South Africa. They currently have 614 open positions on Hirezar. View all Somewhere jobs →