Account Manager

Lehi, UT
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JOB PURPOSE & OVERVIEW:

At Netgain, we are looking for a highly motivated Account Manager to join our Account Management team, responsible for managing our diverse range of customers. In a role requiring an even blend of accounting knowledge and customer relationship expertise, you’ll manage customers across all Netgain product lines. You will be responsible for nurturing and maintaining customer relationships to ensure high customer satisfaction, secure renewals, and generate upsells.

PRIMARY JOB DUTIES

  • Relationship development with existing customers across all industries and markets
  • Deliver an exceptional customer experience with proactive communication
  • Work with other internal teams to ensure client satisfaction
  • Take clients out to lunch or virtual meetings for the purpose of growing relationships.
  • Lead post-go-live reviews (virtually)
  • Manage the creation of subscription renewals and lead discussions with customers
  • Proactively communicate with customers about new products, product usage, training, etc.
  • Presentation Skills: ability to lead demos for new products to existing customers
  • Maintain up-to-date knowledge of our relationships and our customers businesses (via LinkedIn, news, direct communication, etc.) and document clearly in the CRM
  • Draw insight from customer feedback and explain it to sales, implementation, and development teams
  • Review customer metrics to gain a deeper understanding of account health, trends, and potential risks

SKILLS & QUALIFICATIONS

  • Excellent client communication and relationship building skillset
  • Good time management and analytical skills
  • Understand business and accounting processes and terms
  • Prior customer management or customer success experience is a big bonus
  • CPA and/or technical accounting strength
  • Bachelor’s Degree in Accounting/Finance, or relevant experience
  • Ability to meet sales quota
  • Initiative, creativity and a desire to advocate for clients

ABOUT NETGAIN

Netgain is a high-growth company of CPAs who have lived and breathed finance & accounting processes throughout our careers. We’re a mission-driven company, having established Netgain to create embedded SAAS ERP apps that delight and help accountants streamline their systems, so they can intelligently manage business challenges and meet accounting & compliance requirements. We pride ourselves in offering:

  • Strong professionals around you that will help to accelerate your growth
  • Personalized success planning and cross-functional opportunities
  • Continuous career development, actively encouraging and celebrating internal promotions
  • Generous benefits with 100% paid medical, 401k, paid cell phone, technology credit, and generous time off
  • Hybrid work model
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