Account Manager
CSA Partners, Lindon, UT, United States
CSA Partners is a leading provider of cost segregation services, helping commercial property owners maximize tax savings through accelerated depreciation. Our team of experts specializes in identifying and reclassifying personal property assets to shorten the depreciation time for taxation purposes, resulting in significant tax benefits for our clients.
The Position The Account Manager plays a fundamental role in achieving our ambitious revenue goal for our newly formed Investor Advisory team. You will take ownership of building and nurturing relationships with existing accounts, as well as qualified inbound leads, to drive new business opportunities.
We are looking for an individual with a strong background in sales who is motivated by results, works collaboratively with a team, and maintains our high standards of customer service. They must have a proven ability to build trust, close opportunities, and consistently meet goals.
What You Will Do
Source new sales opportunities by developing existing accounts
Serve as the direct link between the clients and the company, managing day-to-day responsibilities and ensuring client satisfaction
Understand client needs and requirements
Follow up on activity with prospects within 24 hours on outstanding items that will drive opportunities to closed won
Review proposals with customer/prospect via a scheduled Teams or phone call
Demonstrate superior product knowledge to answer client questions and inquiries
Close sales and achieve quarterly goals
Nurture leads with the goal of converting them while managing referrals from existing clients
Maintain and expand your database of prospects
Track all sales activities for potential and existing clients in the company CRM and keep it current by updating it regularly
Travel to existing accounts and company sales/marketing events may be required (up to 10%)
Performs other related duties as assigned
What You Bring
BA/BS degree in Business, Accounting, Finance, Construction Management, or equivalent experience
1-3 years of sales experience
Experience working in Dynamics or similar CRM and with Outreach engagement platform
Dynamic, people-oriented personality able to quickly adjust in a fast-changing environment
Excellent communication skills, both verbal and written
Detail-oriented with excellent organizational and multitasking skills
Ability to provide solutions to problems
Proficiency with computers
Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
Ability to manage multiple projects at the same time
Ability to work towards regular deadlines
High attention to detail
Nice to have
Building construction knowledge
Familiarity with real estate concepts
Physical Requirements
Prolonged periods sitting at a desk and working on a computer
What we provide
Competitive compensation
Commission opportunities
Health insurance benefits
Life Insurance
Short and Long-term Disability
Paid Time Off
Paid Holidays
401(k) plan with company match
Disclaimer: This job description is intended to convey information essential to understanding the scope of the position and it is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the position.
CSA Partners is an Equal Opportunity Employer.
#J-18808-Ljbffr
The Position The Account Manager plays a fundamental role in achieving our ambitious revenue goal for our newly formed Investor Advisory team. You will take ownership of building and nurturing relationships with existing accounts, as well as qualified inbound leads, to drive new business opportunities.
We are looking for an individual with a strong background in sales who is motivated by results, works collaboratively with a team, and maintains our high standards of customer service. They must have a proven ability to build trust, close opportunities, and consistently meet goals.
What You Will Do
Source new sales opportunities by developing existing accounts
Serve as the direct link between the clients and the company, managing day-to-day responsibilities and ensuring client satisfaction
Understand client needs and requirements
Follow up on activity with prospects within 24 hours on outstanding items that will drive opportunities to closed won
Review proposals with customer/prospect via a scheduled Teams or phone call
Demonstrate superior product knowledge to answer client questions and inquiries
Close sales and achieve quarterly goals
Nurture leads with the goal of converting them while managing referrals from existing clients
Maintain and expand your database of prospects
Track all sales activities for potential and existing clients in the company CRM and keep it current by updating it regularly
Travel to existing accounts and company sales/marketing events may be required (up to 10%)
Performs other related duties as assigned
What You Bring
BA/BS degree in Business, Accounting, Finance, Construction Management, or equivalent experience
1-3 years of sales experience
Experience working in Dynamics or similar CRM and with Outreach engagement platform
Dynamic, people-oriented personality able to quickly adjust in a fast-changing environment
Excellent communication skills, both verbal and written
Detail-oriented with excellent organizational and multitasking skills
Ability to provide solutions to problems
Proficiency with computers
Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
Ability to manage multiple projects at the same time
Ability to work towards regular deadlines
High attention to detail
Nice to have
Building construction knowledge
Familiarity with real estate concepts
Physical Requirements
Prolonged periods sitting at a desk and working on a computer
What we provide
Competitive compensation
Commission opportunities
Health insurance benefits
Life Insurance
Short and Long-term Disability
Paid Time Off
Paid Holidays
401(k) plan with company match
Disclaimer: This job description is intended to convey information essential to understanding the scope of the position and it is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the position.
CSA Partners is an Equal Opportunity Employer.
#J-18808-Ljbffr