Customer Account Manager jobs in United States
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Avalara · 20 hours ago

Customer Account Manager

Avalara is an AI-first company that is defining the relationship between tax and tech. They are seeking an Account Executive to join their SaaS Sales team, focusing on growing existing SMB customers across the U.S. The role involves developing strategic customer relationships, improving sales growth, and collaborating with various teams to enhance customer satisfaction and retention.

Artificial Intelligence (AI)ComplianceFinancial ServicesSoftwareTax Preparation

Responsibilities

Develop strategic relationships with partners across customer organizations, from daily users to executive levels
You will be the trusted advisor for clients, understanding their goals, and compliance needs
Demonstrate value and engage customers to ensure they are maximizing the benefits of their current investments, and understanding the value of additional features and products
You will Improve ARR targets by creating, and expanding a pipeline of opportunities within assigned accounts
Identify cross-sell and upsell opportunities, create compelling business cases, and achieve quota
Provide forecasts and risk analyses, tracking customer interactions within CRM tools such as Salesforce
You will develop and refine comprehensive account plans aimed at delivering sales targets and exceeding customer expectations
Lead negotiations to secure favorable terms, close deals, and exceed revenue goals
Experience establishing communication and engagement with prospects for sales calls, product presentations, webinars, and in-person meetings, ensuring every customer interaction is insightful and value-driven
You will analyze customers' pain points and compliance goals, offering tailored solutions that align with their team goals
Follow up to assess satisfaction, address latest needs, and identify additional revenue opportunities
Collaborate with our teams such as Marketing and Customer Success to provide a cohesive, seamless customer experience that prioritizes satisfaction and retention
Partner across the organization to provide a unified approach to customer engagement and value delivery

Qualification

SaaS sales experienceB2B sales experienceSalesforce proficiencyFormal sales trainingAccount managementPipeline managementCustomer relationship managementAnalytical skillsAI technologies experienceCollaboration skillsCommunication skills

Required

Experience in a quota-carrying B2B sales role, specifically in selling to an existing customer base
Minimum 4 years' experience in SaaS sales, with a preference for those with expertise in the financial, tax, or compliance industry
Understand and application of sales management practices, including opportunity generation, pipeline management, and forecasting
Experience balancing multiple sales opportunities
Industry knowledge in retail, software, logistics, finance, accounting, or tax
Formal sales training and a relevant bachelor's degree
Proficient in desktop productivity tools and CRM systems (e.g., Salesforce, Gainsight)

Preferred

Experience using AI and AI-related technologies

Benefits

Paid time off
Paid parental leave
Private medical
Life, and disability insurance

Company

Avalara is a cloud-based platform that provides tax compliance software and automated solutions.

Funding

Current Stage
Public Company
Total Funding
$841.01M
Key Investors
BlackRockSusquehanna Growth EquityWarburg Pincus
2025-11-11Private Equity· $500M
2023-01-01Private Equity
2022-10-19Post Ipo Debt· $0.04M

Leadership Team

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Scott McFarlane
CEO
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Megan Higgins Knislis
Senior Vice President, Global Partners
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Company data provided by crunchbase