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