Who We Are
Our mission is to empower smarter tax decisions.
Our vision is to support every tax filing in the world.
We are building tax software that helps taxpayers save money in taxes across 20,000+ tax strategies and 6,000 tax forms.
Corvee helps solve two problems:
- Taxpayers overpay in taxes by filing inaccurate returns based on their facts and circumstances
- Taxpayers aren’t aware of tax strategies they could implement to save even more money.
With our incredible team, we continue to propel the mission forward to help taxpayers and tax advisors make smarter tax decisions.
What You’ll Do
As an Account Manager in the Tax Advisor Segment, you will be responsible for driving revenue by retaining our customers and ensuring their success through adoption, usage and expansion into our software and services. You will be responsible for our Tax Advisor segment which include tax, accounting and financial firms. The Account Manager is critical to the success of Corvee because you enable our firms to make the switch from compliance to advisory and create real change for their businesses.
In addition to the above, you’ll also:
- Identify and manage key stakeholders and buyer personas within each firm opportunity.
- Manage usage, retention and expansion of a set number of accounts in our current customer base
- Report monthly progress to the VP and Director of Sales.
- List key accounts and large firms which you will strategically target.
- Assist in the development and strengthening of sales processes.
- Work cross-functionally within Corvee to create sales and support materials specifically for this segment and negotiation tactics.
- Provide pertinent information to the product development team needed for success in the Tax Advisor segment.
What You Need to Get the Job Done
- 3+ years of SAAS sales or account management experience (industry related experience selling directly to accountants is a bonus!)
- Technically proficient and experienced with web technologies (able to present pros/cons, use cases/examples, trends, and all that good stuff)
- Proficient with Salesforce
- Ambitious, enthusiastic, tenacious, and a top-performer with a track record of consistently exceeding quota
- A builder who is excited to help shape the foundation for Partner Account Management team
- Consultative Discovery & Sales Skills
- Highly effective in driving sales to close
- Closer mentality and sales experience; comfortable with risk
- Skilled at establishing relationships over a long period of time
- Skilled at outreach efforts and overcoming objections
- Manage partners after the first 90 days of their onboarding to Corvee, helping them ramp additional clients, keeping them up to date on new product developments, & best practices to get the most out of the Corvee platform
Working At Corvee
We’re proud of our amazing high-growth and this is all due to our best and most important asset: our team!
If you’ve got passion and enthusiasm for a product and a desire to come to a fast-growing fintech company to make an impact, we’ve got the perfect opportunity for you!
- Unlimited PTO Package
- Company equity (Participation Units)
- 401k Plan with company contributions
- 100% Paid Health Insurance
- Paid Parental Leave
- Awesome Co-Workers!
Corvee is a 100% #remote company, and will continue to be digital-first.
We won't be changing our minds and going back to an office. Team members want flexibility, balance, and the freedom to work from anywhere, and we fully support that.
Our Core Values are:
- Third Option Thinking
- Radical Transparency
- All In
- Client Success Champions
- Data Matters
- Adventure Together
- Outlearn & Outwork