Job Description
Commercial Account Manager Tax and Trade
Spanish and English speaking
As a Commercial Account Manager Tax and Trade , you will be responsible for driving revenue growth, developing strong customer relationships, and ensuring exceptional customer satisfaction across our commercial customer portfolio. You will partner closely with cross‑functional teams to execute effective sales strategies, acquire new customers, and expand revenue within existing accounts. This role sits at the intersection of commercial strategy, solution selling, and customer success — ideal for a sales professional passionate about AI‑powered technology and business transformation.
Key Responsibilities
1. Sales Strategy & Execution
Develop and execute strategic account plans to achieve revenue targets and expand the commercial customer base
Collaborate with account specialists, solution consultants, product teams, and marketing to drive effective sales and renewal strategies
Represent the voice of the customer internally to influence product and service improvements
Meet or exceed all sales KPIs , including quota, pipeline coverage, and forecast accuracy
2. Customer Acquisition & Growth
Drive new business acquisition through targeted outreach, prospecting, and strategic sales initiatives
Identify, qualify, and close new opportunities within assigned territories or market segments
Expand customer value through upsell and cross‑sell initiatives across the full portfolio
Maintain a strong, accurate sales pipeline that reflects opportunity health and progression
3. Customer Relationship Management
Serve as the primary point of contact for commercial customer inquiries, commercial discussions, and escalations
Build and nurture long‑term, trusted relationships with key customer stakeholders
Ensure high levels of customer satisfaction, adoption, and retention
Partner with Customer Success to ensure seamless onboarding and continued value realization
4. Customer Engagement & Solution Selling
Lead customer presentations, discovery sessions, and business reviews for complex commercial opportunities
Develop a deep understanding of customer business needs, workflows, and compliance challenges
Present tailored technology solutions that demonstrate measurable business outcomes
Conduct regular account reviews to identify expansion opportunities and ensure aligned objectives
5. Internal Collaboration
Work with solution consultants to design and position customized, AI‑enabled solutions
Coordinate with professional services to support timely and successful implementations
Partner with Alliances & Partnerships teams for strategic account development
Relay customer insights to product, engineering, and marketing to shape future roadmap and messaging
Required Qualifications
Bachelor’s degree in Business, Marketing, or related field
3–5 years’ experience in account management or sales within the software or technology sector
Proven record of overachievement against sales targets
Strong understanding of AI, SaaS, and technology‑driven solutions
Exceptional communication, negotiation, and presentation skills
Experience with solution selling, strategic planning, and multi‑stakeholder engagement
Proficiency in CRM and sales analytics platforms
Preferred Qualifications
MBA or advanced business degree
Experience in AI, ML, or data‑driven product environments
Demonstrated success managing commercial or mid‑market accounts
Proven ability to build and grow partner and channel relationships
Key Success Measures
Sales Performance Quota attainment
Revenue growth
Win rate and deal velocity
Customer Relationship Management Customer satisfaction (CSAT)
Retention & renewal rates
Net Promoter Score (NPS)
Operational Excellence Forecast accuracy
Pipeline coverage and health
Sales productivity
• Identifies the best channel for engagement with customers
• Validates customer needs, shapes product plans and drives deals to close, Focus on new customer acquisition and…