The Client Success Manager will empower small accounting firms by driving proactive tax planning and delivering client-centric solutions. Responsibilities include managing over 60 clients, conducting high-volume calls, and utilizing data-driven insights to enhance client success. A focus on personal growth and accountability is essential for this role.

As an Account Executive, you will thrive in a high-volume sales environment, managing significant inbound leads and closing multiple deals monthly. You'll utilize skills in provocative selling, CRM management, and strategic outreach to drive revenue in a fast-paced fintech company. Success requires a strong track record in SAAS sales, especially targeting small business owners.