Taxwell · 10 hours ago
Client Account Executive
United States
Full-time
Remote
Entry, Mid Level
2+ years expTaxwell is a company that helps everyday Americans maximize their tax refunds through innovative tax preparation software. They are seeking a Client Account Executive responsible for driving growth and retention within customer accounts, focusing on consultative selling and improving long-term customer satisfaction.
Enterprise SoftwareSoftwareTax Preparation
Responsibilities
Drive ancillary cross-sell and upsell opportunities across customer accounts, including but not limited to: Drake Accounting (DAS), Drake Portals, TaxBook, RightWorks, Workflow
Support enrollment-based sales goals for products such as: Bank Products, DrakePay, Tax Protection Plus
Assist customers in selecting the most appropriate core product packages, including Drake Tax Online and other Drake Software solutions
Engage in proactive outreach initiatives designed to improve customer retention and long-term account value
Serve as a knowledgeable point of contact for customers, addressing questions and identifying opportunities to better meet their needs
Accurately document customer interactions and opportunities in CRM tools
Collaborate with internal teams to ensure a seamless customer experience
Qualification
Required
Minimum of two (2) years of experience selling products or services in a B2B or B2C environment
Strong customer service and relationship-building skills
Basic computer proficiency, including experience with Microsoft 365 (Outlook, Teams, Excel, etc.)
Excellent communication skills, both written and verbal
Ability to work independently in a remote environment
Preferred
Experience using Salesforce or similar CRM platforms
Prior experience with Drake Software or other tax software products
Familiarity with the tax and accounting industry
Company
Taxwell
Taxwell is a digital tax filing platform that offers tax preparation software solutions.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase