We are seeking a seasoned Strategic Account Manager (SAM) to drive new business revenue within the enterprise accounting and tax firm space. This role requires a consultative sales approach, uncovering pain points related to application management, firm growth strategies, and operational complexities in the accounting and tax space. This sales position requires the ability to strategically partner with IT leaders and CPA firm partners in person and remotely. The ideal candidate thrives in a fast-paced environment, is highly motivated to exceed aggressive growth goals, and has experience selling technology solutions that enable firms to scale securely. This position requires travel approximately 20-40%.
Responsibilities
Territory Management & Planning
• Develop and execute a comprehensive territory plan to penetrate assigned markets.
• Prospect and build a robust pipeline of new accounting and tax firms.
• Maintain accurate and real-time updates to forecasts and CRM systems.
• Generate leads and appointments with 50-75 outbound calls and 30-50 emails daily to defined market and territory. Consultative Selling
• Engage in business-level conversations with firm leaders to uncover pain points and strategic needs.
• Position solutions that address application management, security, compliance, and firm growth challenges. r
• Represent the company at regional association events, tradeshows, and networking opportunities to generate leads and build relationships.
Quota Achievement
• Consistently meet or exceed monthly, quarterly, and annual sales targets.
• Drive aggressive growth within the assigned territory. Requirements Experience
• 8-10 years proven B2B success selling Saas and recurring revenue-based services and technologies to regional accounting firms and larger organizations at the c-level
• Proven track record of selling cloud hosting, security and compliance solutions, or managed IT services.
• Strong understanding of national accounting firm landscape, including services offered, technology utilized, challenges, etc.
• Bachelor’s degree in business related field strongly preferred.
Skills
• Strong consultative selling skills with the ability to uncover business challenges and align solutions.
• Excellent territory planning and prospecting abilities.
• Ability to manage complex sales cycles and multiple stakeholders.
Other
• Willingness to travel for events, tradeshows, and client meetings 20-40% of the time.
• Highly motivated, self-starter with a growth mindset.
• Proficient in CRM tools and real-time forecasting. Eligibility Requirements
• This role is open to US Citizens or permanent residents authorized to work in the United States. Rightworks LLC is unable to offer visa sponsorship.
• Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska.
• Relocation will not be offered for this position.
Our compensation for this role is $250,000 - $300,000 OTE annually and is determined on factors such as relevant experience, skills and internal equity.
Benefits
To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer! This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the employer.
Top Skills
What We Do
At Rightworks, we propel the accounting profession forward with the only intelligent cloud that is purpose-built for accounting firms and professionals. More US-based accounting firms partner with Rightworks than any other cloud service provider in our space. And that’s because we are so much more—offering premier managed security services and an established, always-here community where accounting professionals share best practices and proven strategies—all within a supportive, non-competitive environment. Rightworks has everything firms and professionals require to elevate client service, empower teams to greatness and fuel long-term, sustainable success. Rightworks helps accounting firms and professionals elevate every aspect of operations via a comprehensive, unified solution portfolio to operate their businesses and serve clients with natural confidence. With a single partner supporting operations at every level, success is inevitable. We are headquartered in Nashua, NH, with more than 600 employees in the United States.







