Account Manager - Firm Install

We are seeking a customer expansion–driven Account Manager to join the Rightworks Sales organization. The role is designed for a seller who thrives on outbound engagement into an existing customer base, uncovers growth opportunities, and consistently converts those opportunities into revenue.

As an Account Manager, you will own a portfolio of existing customers within a territory and act as the primary driver of upsell, cross‑sell, and expansion revenue. Using a consultative but sales‑led approach, you will proactively prospect within accounts, set meetings, run discovery, deliver compelling recommendations, and close new business. This is a full‑cycle sales role with a strong emphasis on self‑generated pipeline, disciplined forecasting, and consistent quota attainment.

Reporting to the Sales Manager, successful Account Managers are competitive, metrics‑driven sellers who take ownership of results and treat their book of business like a territory.

Responsibilities

Own and grow revenue for a portfolio of assigned accounts within a territory, with full accountability for pipeline creation, deal progression, and closed‑won results

Execute proactive outbound sales motions (calls, emails, and social touches) to generate qualified meetings and uncover expansion opportunities

Position Rightworks as the trusted, one‑stop technology partner for accounting firms, spanning solutions from QuickBooks hosting to fully outsourced IT

Lead high‑impact discovery and consultative sales conversations focused on customer pain points, business outcomes, and ROI

Consistently build, manage, and forecast pipeline to meet or exceed monthly, quarterly, and annual quotas

Drive deals through the full sales cycle—from prospecting and qualification to proposal, negotiation, and close

Collaborate closely with Marketing, Product, and Channel teams to align messaging, campaigns, and customer strategies

Identify patterns, objections, and gaps in the sales motion and recommend process improvements to increase win rates and efficiency

Maintain a strong understanding of the accounting industry, including trends, competitive landscape, and evolving technology needs

Attend industry events, association meetings, and customer visits as needed to support pipeline generation and deal closure

Requirements

3–5 years of quota‑carrying SaaS sales experience, with demonstrated success in outbound selling

Strong preference for experience selling technology solutions to accounting firms or professional services organizations

Proven ability to generate pipeline through consistent outbound prospecting (calls, emails, sequences)

Experience with sales productivity and forecasting tools such as Salesforce, Clari, and Groove

Track record of meeting or exceeding revenue targets

Confident, persuasive communicator with strong presentation and discovery skills

Highly organized, data‑driven, and comfortable managing multiple opportunities simultaneously

Analytical mindset with the ability to tie solutions to business outcomes and value

Bachelor’s degree preferred (Business, Marketing, Technology, or related field)

Compensation
Our Compensation range for this role ranges from $100,000 to $120,000 uncapped OTE annually, and is determined based on factors such as relevant experience, skills, and internal equity.

Benefits
We offer company‑paid short and long‑term disability insurance, life insurance and a generous 401(k) match. We provide highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off.

We are proud to be an Equal Opportunity Employer!

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