Senior Account Executive

Posted Yesterday
Be an Early Applicant
25 Locations
In-Office
92K-124K Annually
Senior level
Financial Services
The Role
Manages approximately 150 client accounts, serving as the primary relationship owner while driving retention, renewals, cross-sell, expansion, and new business. Builds executive relationships, leads strategic client discussions, manages escalations, develops proposals, supports statements of work, maintains sales and renewal pipelines, and collaborates with consultants, vendors, and internal service teams to deliver client value and recurring revenue growth.
Summary Generated by Built In

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

Develop & Manage Client Relationships

  • Establish, cultivate, and maintain trusted client relationships throughout the client lifecycle, driving satisfaction, retention, and growth.

  • Manage a portfolio of approximately 150 client accounts, serving as the primary relationship owner and point of contact.

  • Proactively identify client needs, business objectives, and growth opportunities, collaborating across service lines to maximize client value.

  • Partner with project teams, solution architects, consultants, and service delivery leaders to ensure successful outcomes and a seamless client experience.

  • Lead client meetings and strategic discussions involving clients, vendors, consultants, and internal stakeholders.

  • Support the development, negotiation, and execution of statements of work, renewals, and change orders.

  • Manage client escalations with urgency and professionalism, coordinating resources to drive timely resolution.

  • Maintain clear, proactive, and consistent communication, follow-up, and account organization.

Drive Client Expansion & New Business

  • Identify, develop, and close growth opportunities within the client portfolio by aligning Armanino's services and solutions to evolving client needs.

  • Drive cross-sell and expansion opportunities through proactive outreach, account planning, and collaboration across service lines.

  • Maintain an active pipeline, accurately track sales activities, and provide regular forecasting and reporting.

  • Collaborate with subject matter experts and practice leaders to position solutions, develop proposals, and advance opportunities through the sales cycle.

  • Represent Armanino at conferences, trade shows, seminars, sponsorship events, and networking activities to strengthen relationships and identify prospective opportunities.

Manage Renewals & Recurring Revenue

  • Lead renewals for software subscriptions, managed services, and recurring service contracts, ensuring timely execution, client retention, and a seamless experience.

  • Manage add-ons, service adoption, and other account expansion activities to maximize recurring revenue and account value.

  • Proactively identify renewal risks and growth opportunities and maintain accurate renewal and growth pipelines.

  • Partner with vendors and internal teams to resolve licensing, pricing, billing, order processing, and contract-related issues.

Requirements

  • Bachelor's degree in Accounting, Finance, Business, or a related field, or equivalent experience.

  • Minimum of 3 years of sales, account management, or client relationship management experience, preferably within a professional services environment.

  • Proven ability to develop and leverage relationships with C-level executives and other key client stakeholders.

  • Demonstrated success identifying and closing client expansion, cross-sell, or new business opportunities.

  • Strong consultative selling, account management, and relationship-building skills.

  • Excellent written and verbal communication skills with strong executive presence.

  • Highly organized with the ability to manage multiple client relationships, priorities, and deadlines.

  • Self-directed, proactive, and results-oriented, with the ability to work independently and collaboratively across teams.

  • Ability to influence and collaborate effectively with individuals across a wide range of roles, personalities, and organizational levels.

  • Ability to succeed in a high-performance, client-focused, and deadline-driven environment.

  • Proficiency with CRM and sales tools, with a demonstrated ability to maintain accurate and timely client, opportunity, and activity data.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

  

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

  

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $91,600 - $107,800. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $100,800 - $118,600. For Northern California residents, the compensation range for this position: $105,400 - $124,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

  

Armanino has a robust offering of benefits, including: 

  • Medical, dental, vision

  • Generous PTO plan and paid sick time

  • Flexible work arrangements

  • 401K with Profit Sharing

  • Wellness program

  • Generous parental leave

  • 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Skills Required

  • Bachelor's degree in Accounting, Finance, Business, or a related field, or equivalent experience
  • At least 3 years of sales, account management, or client relationship management experience
  • Experience within a professional services environment
  • Ability to develop and leverage relationships with C-level executives and key client stakeholders
  • Demonstrated success identifying and closing client expansion, cross-sell, or new business opportunities
  • Strong consultative selling, account management, and relationship-building skills
  • Excellent written and verbal communication skills with strong executive presence
  • Ability to manage multiple client relationships, priorities, and deadlines
  • Self-directed, proactive, and results-oriented work style
  • Ability to work independently and collaboratively across teams
  • Ability to influence and collaborate effectively across roles, personalities, and organizational levels
  • Ability to succeed in a high-performance, client-focused, deadline-driven environment
  • Proficiency with CRM and sales tools, including accurate and timely client, opportunity, and activity data management

Armanino LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Armanino LLP and has not been reviewed or approved by Armanino LLP.

  • Leave & Time Off Breadth Self‑managed PTO for exempt staff and paid holidays are part of the package alongside flexible time options. This breadth can elevate overall total‑rewards value when workload allows utilization.
  • Healthcare Strength Medical, dental (including adult orthodontia), and vision plans are available with domestic‑partner eligibility. Access to mental‑health support through an EAP further strengthens coverage.
  • Flexible Benefits A broad benefits menu and flexibility features are highlighted as strengths. Elements such as hybrid schedules and wellness resources can enhance the day‑to‑day experience.

Armanino LLP Insights

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The Company
HQ: San Ramon, CA
2,706 Employees
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business. Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year. We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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