Client Engagement Specialist, Cloud Accounting

Remote Telecommute Accountingfly

Our client is searching for an experienced REMOTE Client Engagement Specialist, Cloud Accounting to join our Growth team in a time of hyper-growth. This role will help new and established clients either enhance their financial department or act as their outsourced accounting and HR resource.

Job Type: 
Full time, W2

About the position:

  • The Growth Associate reports directly to the Director of Growth. 
  • This position will identify, source and close on prospects.
  • Work closely with other key departments as we win, onboard, and implement new clients.
  • The successful applicant will be resourceful, organized, and motivated to increase sales,
  • Act as a Brand Ambassador and find creative ways to market services.
  • A background in sales or marketing is strongly desirable.

Position responsibilities:

  • Managing a pipeline of new and potential clients as well as internal and external referrals
  • Developing business strategies and pitches
  • Using your expertise in identifying new business opportunities
  • Cultivating strong relationships with new and existing clients
  • Understanding the breadth of firms service offerings so you can confidently provide clients with personalized engagements that fit their needs
  • Assisting with sales pitches, presentations, reference material, and other documents as required
  • Managing multiple engagements and adhering to deadlines
  • Align yourself with sales goals and key objectives of team

Qualifications Needed:

  • Bachelor’s degree
  • 3 years or more of experience in client-facing sales and business development
  • Superb communications skills
  • Possess strategic selling skills
  • Experience or knowledge of Saas, ECommerce, and High Growth companies industry nuances
  • Comprehensive knowledge of Cloud Accounting technology and automation is a huge plus
  • Knowledge of sales agreements and HubDoc
  • Strong, independent thinker
  • Superior conflict resolution and interpersonal skills
  • Able to work independently in a fully remote team environment

Perks/Benefits Offered:

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account
  • 401k with Profit Sharing
  • Discretionary Time Off structure
  • Parental Leave – coverage for both spouses
  • Summer Hours/Flextime
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group, and individual performance
  • Incentive compensation related to the origination of new client sales


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