Client Relationship/Account Manager - Tax Advisors Group LLC

The work you'll do

Are you a client success professional looking to help clients grow by helping them find the services they need? Is being part of a growing and transformative organization exciting to you? TAG is looking for a Client Relationship Manager to provide white-glove support to our clients by providing a blend of client relations, sales, and consultative skills.

The team

Tax Advisors Group (TAG) provides personalized business personal property and real estate tax consultancy services to corporations nationwide, driving industry-leading results with the highest standard of client service. Serving 700+ companies with a 97%+ client retention rate, we’re proud to have been named one of America’s Best Tax Firms by Forbes for 2022 and 2023 and a most recommended tax firm for 2024 by USA Today. Originally focused on providing property tax solutions for Texas corporations, TAG has in recent years begun expanding offerings to include nationwide compliance and real estate services, leading to an overall period of growth and transformation for the company.

Now is an exciting time to join the #TAGteam as the company continues to expand and evolve! Here at TAG, we recognize our people are our most valuable asset, and that’s reflected in our approach to driving a fantastic work culture. We’re focused on growing the business and leveraging that growth to carve out unique development opportunities for every person on the TAG team. With weekly catered lunches, regular social events in and outside the office, and an extended holiday break each December to disconnect and recharge, we really care about having fun while we work! To put it plainly – our goal is to be the #1 preferred employer in the property tax space.

Role Description

As a member of our client success team, you will serve as a liaison for the organization by fostering a strong understanding of our client’s business goals, building a solid relationship with both clients and internal partners, and growing TAG by expanding accounts where it best serves the client and TAG to do so.

Responsibilities

Account Management

• Drives regular and proactive conversations with clients as the single point of contact to foster alignment of client needs with contract opportunity   
• Acts in a straightforward and responsive manner using clear communications and behaviors with the clients’ best interests in mind
• Develops a strong working understanding of TAG products and services, serving as the liaison across internal teams to ensure the loop is always closed with a client promptly
• Provides clear solutions to clients and resolves all inquiries timely and holistically
• Acts as consultative strategic advisor to client / client relationship

Expansion Efforts

• Captures and brings forward client insights that lead to renewals and account expansion opportunities
• Proactively seeks opportunities to develop and communicate the value of expanded services to clients and the value TAG can bring to their business
• Actively interfaces with key contacts at all accounts to identify renewal risk and improve client health and retention

Relationships

• Demonstrates a thorough understanding of client needs based on their environment, industry, and infrastructure
• Collaborates with internal team members and clients to identify growth opportunities through account planning and delivery execution
• Consistently builds rapport to proactively identify gaps in relationships with clients and recommends actions to bridge or resolve gaps
• Collaborates with internal team members to ensure positive client experiences that lead to expansions and renewals

Delivery

• Achieves assigned annual goals in the areas of NPS score, contract renewals, and expansion revenue
• Regularly follows standard operating procedures and defined processes, including expected use of technology enabled applications to effectively deliver against client expectations
• Maintains accurate and concise documentation through various parts of the client life cycle (onboarding, data requests, accruals, tax savings, reports, renewals, expansions, net promoter score, and tax bill transmittal).

Other

• Other duties as assigned

Qualifications

Required 

• Minimum of 3-5 years of account management and or/client success experience
• Excellent phone, written and verbal communication skills
• Strong interpersonal skills, with ability to persuade and influence others
• Strong organizational and time management skills, with ability to multitask
• Must be able to take on multiple tasks while still maintaining accuracy and attention to detail
• Basic skills in Microsoft Outlook, PowerPoint, Word, Excel and Internet navigation and research
• Experience tracking activity and opportunities in a CRM system (e.g., Salesforce)
• Occasional travel for client meetings, up to 15% travel annually

Preferred 

• Relevant work within client success/account management, ideally in property tax or a tech enabled business
• 1-2 years sales experience
• Strong presentation software skills (e.g., PowerPoint)
• Proven track record of operating with a strong sense of urgency
• Ability to lead and motivate other team members
• Strong conflict management skills
• Enthusiasm for helping and educating others
• Experience hosting remote calls using various platforms (e.g., Teams, Zoom, WebEx)

Benefits

Competitive salary

Discretionary performance bonuses 

401(k) matching plan, Medical/Dental/Vision Plan

Paid time off, Winter Break Company Close, Social Events

Fitness Center

Hybrid Work Schedule

It is TAG’s practice to provide and promote equal opportunity employment through hiring, promotion, and transfer practices, compensation practices, and development opportunities without discrimination based on race, color, national origin, citizenship, sex or gender, gender identity or expression, sexual orientation, marital status, religion, age, disability, service in the military, or any other characteristic protected by applicable federal, state, and local laws.