Account Manager at CSA Partners – Lindon, Utah

CSA Partners is a leading provider of cost segregation services, helping commercial property owners maximize tax savings through accelerated depreciation. Our team of experts specializes in identifying and reclassifying personal property assets to shorten the depreciation time for taxation purposes, resulting in significant tax benefits for our clients.

The Position

The Account Manager plays a fundamental role in achieving our ambitious revenue goal for our newly formed Investor Advisory team. You will take ownership of building and nurturing relationships with existing accounts, as well as qualified inbound leads, to drive new business opportunities.

We are looking for an individual with a strong background in sales who is motivated by results, works collaboratively with a team, and maintains our high standards of customer service. They must have a proven ability to build trust, close opportunities, and consistently meet goals.

What You Will Do:

• Source new sales opportunities by developing existing accounts
• Serve as the direct link between the clients and the company, managing day-to-day responsibilities and ensuring client satisfaction
• Understand client needs and requirements
• Follow up on activity with prospects within 24 hours on outstanding items that will drive opportunities to closed won
• Review proposals with customer/prospect via a scheduled Teams or phone call
• Demonstrate superior product knowledge to answer client questions and inquiries
• Close sales and achieve quarterly goals
• Nurture leads with the goal of converting them while managing referrals from existing clients
• Maintain and expand your database of prospects
• Track all sales activities for potential and existing clients in the company CRM and keep it current by updating it regularly
• Travel to existing accounts and company sales/marketing events may be required (up to 10%)
• Performs other related duties as assigned

What You Bring:

• BA/BS degree in Business, Accounting, Finance, Construction Management, or equivalent experience
• 1-3 years of sales experience
• Experience working in Dynamics or similar CRM and with Outreach engagement platform
• Dynamic, people-oriented personality able to quickly adjust in a fast-changing environment
• Excellent communication skills, both verbal and written
• Detail-oriented with excellent organizational and multitasking skills
• Ability to provide solutions to problems
• Proficiency with computers
• Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
• Ability to manage multiple projects at the same time
• Ability to work towards regular deadlines
• High attention to detail

Nice to have:

• Building construction knowledge
• Familiarity with real estate concepts

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer

What we provide:

• Competitive compensation
• Commission opportunities
• Health insurance benefits
• Life Insurance
• Short and Long-term Disability
• Paid Time Off
• Paid Holidays
• 401(k) plan with company match

Disclaimer: This job description is intended to convey information essential to understanding the scope of the position and it is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the position.

CSA Partners is an Equal Opportunity Employer.