Enterprise Account Manager

Requirements Basic Function: The Enterprise Account Manager owns a defined portfolio of large, named priority accounts within an assigned geographic territory and serves as the primary point of contact for those firms. This is an expansion-focused role accountable for growing revenue within an assigned book of business of approximately $8M, deepening relationships across each firm, and driving adoption of ETS service lines (Cost Segregation, R&D Tax Credits, Energy Tax, and related specialty tax services) across the account base. The Enterprise Account Manager is not responsible for net-new logo prospecting; the mandate is to retain, expand, and maximize the lifetime value of existing strategic accounts. Principal Responsibilities: Account Ownership & Territory Management Serve as the named, single point of contact for an assigned portfolio of large priority accounts within a defined geographic territory, owning the overall health and growth of each relationship Develop and maintain account plans for each named firm, including stakeholder maps, service-line penetration, and a clear path to expansion Build trusted, multi-threaded relationships across each account — engaging principals, partners, and decision-makers beyond the original point of contact Revenue Growth & Expansion Own a book of business of approximately $8M in account revenue and carry an annual expansion target against that portfolio Identify, qualify, and close cross-sell and up-sell opportunities across ETS service lines within assigned accounts Proactively surface new engagements by understanding each client's evolving tax position, transaction activity, and business changes Forecast account revenue accurately and maintain a clear, current view of expansion pipeline by account Relationship Management & Retention Drive client satisfaction, retention, and renewal across the assigned portfolio, acting as the client's advocate within ETS Coordinate the delivery experience by partnering with operations a