Related skills
business development account management sales client relations ms office suite📋 Description
- Grow client relationships with senior accounting and financial leaders.
- Lead projects and interim roles in audit, FP&A, M&A, tax, and software implementations.
- Manage open client opportunities from intake to fulfillment.
- Schedule and conduct client visits to meet activity goals.
- Develop and maintain a target account list.
- Monitor market hiring trends and advise on opportunities.
🎯 Requirements
- Bachelor's Degree required; CPA/CFA/MBA or other designation highly desired.
- Minimum 3 years’ client relations experience in audit, tax, and/or public accounting, or experience selling accounting/financial project solutions.
- Proven success achieving and/or exceeding performance goals.
- MS Office Suite proficiency; Bullhorn experience preferred.
- Travel up to 10% to client sites.
- Strong communication and relationship-building skills.
🎁 Benefits
- World-class training and development.
- Flexible PTO to fit your needs.
- Comprehensive medical, dental, vision, life, and disability benefits.
- 401(k) retirement plan.
- Technology packages and up-to-date equipment.
- Strong culture and employee perks.
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