Job Description

Account Manager (Financial Services-Focused)
Position: Full-Time
Location: Remote
Working Hours: 9 AM - 5 PM EST/CST (flexible)
About the Company
We are a U.S.-based firm specializing in cost segregation and energy tax solutions, helping property owners unlock significant tax incentives and improve cash flow. Our services are a powerful tool for real estate investors, financial professionals, and tax advisors seeking to deliver deeper value to their clients.
Role Overview
We're seeking a driven and consultative Account Manager with a financial advisory mindset and a strong sales background. In this role, you'll manage a portfolio of high-value clients, guiding them through tax-saving strategies, maximizing engagement, and uncovering new opportunities for growth.
The ideal candidate has experience selling financial products or services, thrives in client-facing environments, and excels at building long-term trust with decision-makers.
Key Responsibilities
Client Relationship Management
Serve as the dedicated advisor and point of contact for your assigned clients
Build trusted relationships with real estate investors, CPAs, and business owners
Proactively uncover client goals and align them with tax-saving solutions
Sales-Driven Account Growth
Identify opportunities to expand relationships through additional services
Educate clients on cost segregation, 179D/45L credits, and other tax incentives
Help clients and partners understand financial ROI of services through clear communication
Onboarding & Implementation
Lead clients through a consultative onboarding process
Align internal delivery teams with client expectations and timelines
Ensure smooth service execution with consistent follow-through
Performance & Strategy
Track and report on client KPIs: engagement, retention, expansion
Use CRM systems to log all communications and surface opportunities
Provide regular account health updates to leadership
What We're Looking For
Experience & Skills
3+ years of experience in account management, client advisory, or sales
Background in financial services, real estate, tax, or related fields
Proven track record of meeting or exceeding revenue and retention targets
Excellent communicator with a consultative sales approach
Strong organizational skills and self-motivated execution
Bonus Points
Prior experience as a financial advisor, account executive, or consultant
Familiarity with cost segregation, 179D/45L, or commercial real estate investing
Bachelor's degree in Finance, Accounting, or Business
Why Join Us?
Work alongside industry experts in tax strategy and financial optimization
Flexibility and autonomy in a fully remote role
Competitive base salary with room for performance-based growth
Help clients generate real savings and long-term value through powerful tax tools

Skills Required