Account Manager – Consultative Sales (Remote)

Location: Fully remote Employment type: Full-time Hours: Must overlap U.S. business hours and be available for live U.S. client calls throughout the day Reports to: Account Management Lead Works closely with: Account Executives, Customer Success, Engineering, and Operations

About the Company

We are a rapidly growing U.S.-based cost segregation firm helping real estate owners accelerate depreciation, reduce their tax burden, and free up cash flow. To date we have helped clients save more than $1.5 billion in taxes across 15,000+ properties in all 50 states.

We have modernized what has traditionally been a slow, expensive process. Using technology clients already carry in their pocket, we conduct virtual site visits instead of costly on-site travel, which lets us deliver faster, more affordable studies without sacrificing engineering quality. Every study is performed by experienced engineers, backed by audit support at no additional cost, and delivered alongside a fixed asset schedule that makes the client's CPA's job easier.

Our clients range from individual short-term rental owners to owners of warehouses, hotels, apartment complexes, and commercial portfolios, along with the CPAs who advise them. We move quickly, hold a high standard for accuracy, and treat the client relationship as the core of the business.

About the Role

We are scaling our Account Management team, and this hire exists to own the commercial and client relationship across a significant part of the client journey. This is a quota-carrying sales role with significant responsibility for both conversion and the ongoing client experience.

You are the consultative face of the company to U.S. real estate investors and their accountants. From the first sales conversation through handoff and the broader client journey, you remain accountable for the commercial relationship while partnering with Customer Success, Engineering, and Operations to deliver the right client outcome. This is not a reactive, order-taking role. You are trusted to run discovery, understand what the client actually needs, position a technical financial product in plain language, and coordinate the internal teams who deliver it.

The environment is fast-paced and genuinely high-volume. You will run multiple U.S. client meetings each day and may manage 100+ active opportunities simultaneously, while maintaining the accuracy and follow-through required to ensure nothing falls through the cracks. The people who thrive here combine genuine commercial instinct with the organization and follow-through to protect a large book of relationships at once.

Key Responsibilities

Client Relationship & Consultative Sales

Own the commercial relationship with assigned clients across the client journey
Run consultative discovery calls to understand each client's property, tax situation, and goals before positioning a solution
Explain cost segregation and its financial benefits clearly and simply to both investors and their CPAs
Establish value and guide clients to the right service rather than defaulting to price or discounts
Handle objections by asking questions and building understanding, not by discounting

Pipeline & Opportunity Management

Manage a large, active pipeline of simultaneous opportunities without letting anything fall through the cracks
Prioritize daily across meetings, follow-ups, deadlines, and inbound client requests
Keep the CRM and client records accurate and current
Drive opportunities to a decision and take ownership of your results against clear targets

Cross-Functional Coordination

Lead the commercial relationship within an AM/AE pod, owning the opportunity, client relationship, and commercial outcome while effectively utilizing your Account Executive to support pipeline execution, follow-up, and administration.
Partner with Customer Success, Engineering, and Operations to ensure an effective handoff and move each client successfully through the broader client journey.
Translate client needs and property details accurately to internal delivery teams
Follow up proactively to keep studies on schedule and clients informed

Communication & Accuracy

Produce a high volume of clear, precise, professional client communication, primarily written
Maintain a very high standard of accuracy, understanding that small errors in financial and property information carry real consequences
Represent the company with a polished, confident presence in every U.S. client interaction

Required Qualifications

Exceptional spoken and written English, with a professional presence suitable for U.S. clients from day one
2+ years in a client-facing, consultative sales or account management role where you personally owned a commercial outcome
Demonstrated ownership of a sale: a target or quota you were responsible for, a pipeline you personally managed, and results you can quantify
Strong consultative selling ability — you naturally ask good discovery questions and build value rather than leading with price
High learning agility, with the ability to absorb unfamiliar financial, tax, or property concepts and explain them simply
Excellent attention to detail, especially in written communication
Highly organized, genuinely comfortable managing many opportunities, meetings, and deadlines at once
Strong ownership mentality — you identify what needs to happen and drive it without waiting to be told
Self-managed and self-motivated in a remote environment
Coachable and comfortable working within established SOPs, KPIs, and direct feedback
A reliable remote setup and availability during U.S. business hours

Preferred Qualifications

Experience selling or advising in financial services, financial advisory, insurance, investment or property services, real estate, SaaS, or professional services
A track record of selling something complex or technical, not transactional
Prior experience communicating with or selling to U.S.-based clients
Comfort working in a CRM to manage pipeline and client data
Familiarity with real estate depreciation, tax, or cost segregation (helpful, but we will train the technical product)

Ideal Candidate Profile

You are:

A clear, confident communicator who is easy to understand and gets to the point
Commercially minded — you think in terms of the client's needs and the value you can create, not just closing
Intellectually curious and quick to learn, unintimidated by technical or financial subject matter
Meticulous, especially in writing, because you know accuracy protects the client and the relationship
Highly organized and calm under a heavy, fast-moving workload
Driven by ownership — you take responsibility for moving problems toward resolution rather than simply passing them on, while recognizing when technical or commercial escalation is required
Disciplined and reliable working independently and remotely
Open to feedback and structure, and motivated to hit clear performance standards

Why Join Us

You will join a company that is genuinely growing, modernizing an established industry, and giving clients real, measurable financial results. You will own meaningful client relationships, develop deep expertise in a valuable financial specialty, and work with a team that moves quickly and holds a high bar. The role is fully remote, performance-driven, and built for people who want ownership rather than a script.

Account Manager - 64133436716