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.
You are the consultative face of the company to U.S. real estate investors and their accountants. From the first conversation through the delivery of a completed study, you guide the client, establish the value of the work, and keep the process moving. 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 high-volume. You will run multiple client meetings in a day, manage a large and active pipeline, and be accountable for making sure nothing slips. 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
- Partner with Account Executives, Customer Success, Engineering, and Operations to move each client from proposal through completed study
- 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 would rather solve the problem than escalate it
- 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.