Account Manager

Role Overview

As an Account Manager (United States, based in the Dallas/Fort Worth area with remote working), you will manage and grow an assigned portfolio of North American accounting firms. You’ll support client success by ensuring the right people are placed in the right roles, and by advising clients on staffing and offerings from TOA Global.

Responsibilities

Growth

• Relationship-based selling: Maintain regular contact, share market updates, and recommend new offerings.
• Upselling/Cross-selling: Identify staffing requirements across departments/divisions and expand existing business.
• Plans: Contribute to account and business plans aligned to client needs.

Retention

• Replacements: Spot when clients lose team members and ensure replacements are activated.
• Re-engagement: Prevent disengagement and support clients who have already disengaged.

Relationship Building

• External clients: Build strong relationships with assigned clients and maximize outcomes.
• Internal teams: Use internal insights and share trends/opportunities with your manager.

Requirements

• 3+ years in account management, customer success, client success, or relationship management.
• Enterprise account management experience (preferred).
• Demonstrated ability to run relationship-based account management.
• Experience working with offshore teams or global service-delivery models (strong advantage).
• Ability to quickly learn systems.
• CRM experience is essential.
• Proven ability to deliver against deadlines in a fast-paced environment.
• Strong customer service mindset and communication skills.
• High attention to detail, strong organization, and ability to manage competing priorities.
• Comfortable generating sales, including upselling and cross-selling.

Nice to Have / Additional

• Pragmatism, urgency, goal orientation, and resilience.
• Comfort working with autonomy and making sound decisions.
• Willingness/ability to travel domestically and internationally ~once per year.