About the Role

We are seeking a highly organized, proactive, and relationship-savvy Account Manager to support our most strategic customer segment—the Top 100 CPA firms in the U.S. In this role, you will operate as a key coordinator and trusted account liaison, supporting the Director of National Accounts in the execution of CPA.com’s account-based strategies within these firms.

You’ll play a vital role—ensuring meeting preparation, cross-functional coordination, timely communication, and follow-up across multiple internal teams, technology partners, and firm stakeholders. This is an ideal opportunity for someone who thrives in a matrixed, high-touch environment and is passionate about the evolution of the accounting profession.

Key Responsibilities

Account Support & Relationship Coordination

• Serve as a day-to-day account point of contact, coordinating with firm administrators, service line leaders, or project managers across Top 100 CPA firms.
• Support the Director of National Accounts and CPA.com executive team in managing communications, stakeholder mapping, and relationship tracking across assigned firms.
• Prepare briefing materials, agendas, and background insights for strategic meetings with firm leaders and internal executives.

Meeting Preparation, Execution & Follow-Up

• Coordinate and support executive engagements, strategic check-ins, and leadership meetings between CPA.com, firms, and technology partners.
• Own meeting scheduling, materials preparation, and execution support—including notetaking, action item capture, and stakeholder follow-up.
• Ensure all follow-ups, internal tasks, and customer-facing deliverables are tracked and completed on time.

Internal & Partner Collaboration

• Act as a liaison between the Director of National Accounts and internal stakeholders (e.g., marketing, product, partner management, professional services).
• Coordinate with technology partner teams to schedule meetings, share relevant context, and support joint account planning.
• Support the development of presentations, communications, and firm-specific collateral as needed.

Insights & Opportunity Enablement

• Monitor and capture changes in firm leadership, structure, or strategic priorities; surface these insights to the Director and EVP of Growth.
• Identify and flag potential opportunities for executive engagement, solution introduction, or partner collaboration.
• Help maintain and update CRM records, account plans, and reporting for assigned firms.

Qualifications

• 3+ years of experience in account coordination, account management, customer success, or sales support—preferably in B2B, professional services, or technology partner ecosystems.
• Exceptional organizational and communication skills with the ability to work confidently across internal and external stakeholders.
• Comfortable interacting with client contacts at various levels, including partners, directors, and firm administrators.
• Highly responsive and reliable in fast-paced, relationship-driven environments.
• Proficient with CRM platforms, productivity tools (Excel, PowerPoint, etc.), and collaboration systems (Teams, Slack, etc.).

Preferred

• Experience supporting CPA firms or professional services clients.
• Familiarity with the structure of large CPA firms and their service lines (CAS, audit, tax, advisory).
• Exposure to account-based marketing or enterprise sales environments.

Why This Role Matters

As the strategic support arm to the Director of National Accounts, you’ll be central to advancing CPA.com’s relationships within the Top 100 CPA firms. You’ll enable high-quality engagements, support complex account motions, and contribute to long-term firm success and partnership growth.