Account Manager

Role: Account Manager

Manage and grow a portfolio of North American accounting firm clients for TOA Global, supporting their practice growth through talent and learning solutions.

Responsibilities

• Portfolio growth & relationship-based selling: Maintain regular client contact, share market updates, and upsell products and services across client departments.
• Account retention: Monitor engagement, identify when clients are at risk of disengaging, and activate replacements promptly; implement strategies to reduce churn.
• External client engagement: Build strong relationships with assigned clients who have validated growth opportunities and ensure each interaction creates value.
• Internal collaboration: Partner with internal teams to share business trends and contribute to plans that address clients’ business needs.
• Culture & continuous improvement: Live company values and bring solutions-focused execution in a fast-paced environment.

Requirements

• Experience: 3+ years in account management, customer success, or client relationship management.
• Proven track record managing enterprise client relationships and generating revenue via upselling and cross-selling.
• CRM proficiency and ability to quickly learn internal management systems.
• Mindset: Solutions-oriented, highly organized, pragmatic, strong time management and decision-making.
• Communication: Excellent communication skills and strong customer service focus; ability to build internal/external partnerships.
• Travel: Willingness to travel domestically and internationally as needed.

Nice to Have / Context

• Experience working with offshore/global service models.

Work Setup & Location

• Remote (US) with an office location in Dallas/Fort Worth, Texas.
• Day shift.