Job Description:
Innovation Accounting Solutions and Tax Consulting is seeking highly motivated and skilled Relationship Managers to join our growing sales and client success team. This position combines inside sales responsibilities with direct client engagement and training. You will play a pivotal role in acquiring new clients, managing ongoing relationships, and delivering training to ensure client satisfaction and retention.
This is an excellent opportunity for ambitious professionals who are passionate about helping businesses grow through innovative accounting and tax solutions.
Key Responsibilities:
Build and manage strong relationships with new and existing clients
Conduct discovery calls to understand client needs and recommend appropriate solutions
Handle inside sales activities including prospecting, qualifying leads, and closing deals
Deliver online and on-site product training to clients
Prepare proposals, presentations, and demos tailored to client requirements
Follow up with clients regularly to ensure satisfaction and maximize renewals
Track interactions and sales progress in the CRM system
Collaborate closely with the product and marketing teams to provide client feedback and enhance offerings
Meet and exceed weekly and monthly KPIs including call targets, meetings, and revenue goals
Qualifications:
Minimum 1 year of experience in sales, customer success, account management, or a related field
Bachelor’s degree in Business Administration, Marketing, Finance, or any relevant field
Excellent English communication skills – written and verbal
Strong interpersonal and negotiation skills
Comfortable presenting and training both in-person and online
Proficiency with CRM tools and Microsoft Office Suite
Strong time management and organizational skills
High emotional intelligence and the ability to adapt to different client personalities
A passion for continuous learning and professional growth
What We Offer:
Competitive base salary with performance-based commissions
Full training and onboarding program
A supportive team culture focused on development and growth
Opportunities to grow into leadership roles
Dynamic work environment with exposure to a wide variety of industries
We are a company that specializes in a comprehensive range of financial services, including accounting and auditing services, designed to meet the unique needs of companies in various sectors. With a team of experienced professionals in various fields. Whether you aim to enhance your national billing program, submit income and sales tax returns, improve internal operations by engaging with the internal auditor, or seek specialized CFO services, we are here to guide you every step of the way. Our range of services extends to external audit services, tax consulting, business and property valuation, financial advisory or any related financial services ensuring that your financial operations are efficient and strategically aligned with your objectives.