Commercial Account Manager Tax

Job Description

As a Commercial Account Manager Tax and Trade , you will be responsible for driving revenue growth, developing strong customer relationships, and ensuring exceptional customer satisfaction across our commercial customer portfolio. You will partner closely with cross‑functional teams to execute effective sales strategies, acquire new customers, and expand revenue within existing accounts. This role sits at the intersection of commercial strategy, solution selling, and customer success — ideal for a sales professional passionate about AI‑powered technology and business transformation.

Key Responsibilities

1. Sales Strategy & Execution

• Develop and execute strategic account plans to achieve revenue targets and expand the commercial customer base
• Collaborate with account specialists, solution consultants, product teams, and marketing to drive effective sales and renewal strategies
• Represent the voice of the customer internally to influence product and service improvements
• Meet or exceed all sales KPIs , including quota, pipeline coverage, and forecast accuracy

2. Customer Acquisition & Growth

• Drive new business acquisition through targeted outreach, prospecting, and strategic sales initiatives
• Identify, qualify, and close new opportunities within assigned territories or market segments
• Expand customer value through upsell and cross‑sell initiatives across the full portfolio
• Maintain a strong, accurate sales pipeline that reflects opportunity health and progression

3. Customer Relationship Management

• Serve as the primary point of contact for commercial customer inquiries, commercial discussions, and escalations
• Build and nurture long‑term, trusted relationships with key customer stakeholders
• Ensure high levels of customer satisfaction, adoption, and retention
• Partner with Customer Success to ensure seamless onboarding and continued value realization

4. Customer Engagement & Solution Selling

• Lead customer presentations, discovery sessions, and business reviews for complex commercial opportunities
• Develop a deep understanding of customer business needs, workflows, and compliance challenges
• Present tailored technology solutions that demonstrate measurable business outcomes
• Conduct regular account reviews to identify expansion opportunities and ensure aligned objectives

5. Internal Collaboration

• Work with solution consultants to design and position customized, AI‑enabled solutions
• Coordinate with professional services to support timely and successful implementations
• Partner with Alliances & Partnerships teams for strategic account development
• Relay customer insights to product, engineering, and marketing to shape future roadmap and messaging

Required Qualifications

• Bachelor’s degree in Business, Marketing, or related field
• 3–5 years’ experience in account management or sales within the software or technology sector
• Proven record of overachievement against sales targets
• Strong understanding of AI, SaaS, and technology‑driven solutions
• Exceptional communication, negotiation, and presentation skills
• Experience with solution selling, strategic planning, and multi‑stakeholder engagement
• Proficiency in CRM and sales analytics platforms

Preferred Qualifications

• MBA or advanced business degree
• Experience in AI, ML, or data‑driven product environments
• Demonstrated success managing commercial or mid‑market accounts
• Proven ability to build and grow partner and channel relationships

Key Success Measures

• Sales Performance Quota attainment
• Revenue growth
• Win rate and deal velocity
• Customer Relationship Management Customer satisfaction (CSAT)
• Retention & renewal ratesNet Promoter Score (NPS)
• Operational Excellence Forecast accuracy
• Pipeline coverage and health
• Sales productivity

What’s in it For You?

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office‑based roles while delivering a seamless experience that is digitally and physically connected.
• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work‑life balance.
• Career Development and Gro