Account Manager

Account Manager – Consultative Sales (Remote)

Location:Fully remoteEmployment type:Full-timeHours:Must overlap U.S. business hours and be available for live U.S. client calls throughout the dayReports to:Account Management LeadWorks closely with:Account Executives, Customer Success, Engineering, and Operations

About the Company

We are a rapidly growing U.S.-based cost segregation firm helping real estate owners accelerate depreciation, reduce their tax burden, and free up cash flow. To date we have helped clients save more than $1.5 billion in taxes across 15,000+ properties in all 50 states.

We have modernized what has traditionally been a slow, expensive process. Using technology clients already carry in their pocket, we conduct virtual site visits instead of costly on-site travel, which lets us deliver faster, more affordable studies without sacrificing engineering quality. Every study is performed by experienced engineers, backed by audit support at no additional cost, and delivered alongside a fixed asset schedule that makes the client's CPA's job easier.

Our clients range from individual short-term rental owners to owners of warehouses, hotels, apartment complexes, and commercial portfolios, along with the CPAs who advise them. We move quickly, hold a high standard for accuracy, and treat the client relationship as the core of the business.

About the Role

We are scaling our Account Management team, and this hire exists to own the commercial and client relationship across a significant part of the client journey.This is a quota-carrying sales role with significant responsibility for both conversion and the ongoing client experience.

You are the consultative face of the company to U.S. real estate investors and their accountants.From the first sales conversation through handoff and the broader client journey, you remain accountable for the commercial relationship while partnering with Customer Success, Engineering, and Operations to deliver the right client outcome.This is not a reactive, order-taking role. You are trusted to run discovery, understand what the client actually needs, position a technical financial product in plain language, and coordinate the internal teams who deliver it.

The environment is fast-paced and genuinely high-volume. You will run multiple U.S. client meetings each day and may manage 100+ active opportunities simultaneously, while maintaining the accuracy and follow-through required to ensure nothing falls through the cracks.The people who thrive here combine genuine commercial instinct with the organization and follow-through to protect a large book of relationships at once.

Key Responsibilities

Client Relationship & Consultative Sales
* Own the commercial relationship with assigned clients across the client journey
* Run consultative discovery calls to understand each client's property, tax situation, and goals before positioning a solution
* Explain cost segregation and its financial benefits clearly and simply to both investors and their CPAs
* Establish value and guide clients to the right service rather than defaulting to price or discounts
* Handle objections by asking questions and building understanding, not by discounting
Pipeline & Opportunity Management
* Manage a large, active pipeline of simultaneous opportunities without letting anything fall through the cracks
* Prioritize daily across meetings, follow-ups, deadlines, and inbound client requests
* Keep the CRM and client records accurate and current
* Drive opportunities to a decision and take ownership of your results against clear targets
Cross-Functional Coordination
* Lead the commercial relationship within an AM/AE pod, owning the opportunity, client relationship, and commercial outcome while effectively utilizing your Account Executive to support pipeline execution, follow-up, and administration.
* Partner with Customer Success, Engineering, and Operations to ensure an effective handoff and move each client successfully through the broader client journey.
* Translate client needs and property details accurately to internal delivery teams
* Follow up proactively to keep studies on schedule and clients informed
Communication & Accuracy
* Produce a high volume of clear, precise, professional client communication, primarily written
* Maintain a very high standard of accuracy, understanding that small errors in financial and property information carry real consequences
* Represent the company with a polished, confident presence in every U.S. client interaction

Required Qualifications
* Exceptional spoken and written English, with a professional presence suitable for U.S. clients from day one
* 2+ years in a client-facing, consultative sales or account management role where you personally owned a commercial outcome
* Demonstrated ownership of a sale: a target or quota you were responsible for, a pipeline you personally managed, and results you can quantify
* Strong consultative selling ability —