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Job Account Manager, National Accounts

Job Account Manager, National Accounts

AICPADexter, MI, US
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Account Manager Role

We are seeking a highly organized, proactive, and relationship-savvy Account Manager to support our most strategic customer segmentthe Top 100 CPA firms in the U.S. In this role, you will operate as a key coordinator and trusted account liaison, supporting the Director of National Accounts in the execution of CPA.com's account-based strategies within these firms.

You'll play a vital roleensuring meeting preparation, cross-functional coordination, timely communication, and follow-up across multiple internal teams, technology partners, and firm stakeholders. This is an ideal opportunity for someone who thrives in a matrixed, high-touch environment and is passionate about the evolution of the accounting profession.

Key Responsibilities

Account Support & Relationship Coordination

  • Serve as a day-to-day account point of contact, coordinating with firm administrators, service line leaders, or project managers across Top 100 CPA firms.
  • Support the Director of National Accounts and CPA.com executive team in managing communications, stakeholder mapping, and relationship tracking across assigned firms.
  • Prepare briefing materials, agendas, and background insights for strategic meetings with firm leaders and internal executives.

Meeting Preparation, Execution & Follow-Up

  • Coordinate and support executive engagements, strategic check-ins, and leadership meetings between CPA.com, firms, and technology partners.
  • Own meeting scheduling, materials preparation, and execution supportincluding notetaking, action item capture, and stakeholder follow-up.
  • Ensure all follow-ups, internal tasks, and customer-facing deliverables are tracked and completed on time.

    • Internal & Partner Collaboration

  • Act as a liaison between the Director of National Accounts and internal stakeholders (e.g., marketing, product, partner management, professional services).
  • Coordinate with technology partner teams to schedule meetings, share relevant context, and support joint account planning.
  • Support the development of presentations, communications, and firm-specific collateral as needed.

    • Insights & Opportunity Enablement

  • Monitor and capture changes in firm leadership, structure, or strategic priorities; surface these insights to the Director and EVP of Growth.
  • Identify and flag potential opportunities for executive engagement, solution introduction, or partner collaboration.
  • Help maintain and update CRM records, account plans, and reporting for assigned firms.

    • Qualifications

  • 3+ years of experience in account coordination, account management, customer success, or sales supportpreferably in B2B, professional services, or technology partner ecosystems.
  • Exceptional organizational and communication skills with the ability to work confidently across internal and external stakeholders.
  • Comfortable interacting with client contacts at various levels, including partners, directors, and firm administrators.
  • Highly responsive and reliable in fast-paced, relationship-driven environments.
  • Proficient with CRM platforms, productivity tools (Excel, PowerPoint, etc.), and collaboration systems (Teams, Slack, etc.).

    • Preferred

  • Experience supporting CPA firms or professional services clients.
  • Familiarity with the structure of large CPA firms and their service lines (CAS, audit, tax, advisory).
  • Exposure to account-based marketing or enterprise sales environments.

    • As the strategic support arm to the Director of National Accounts, you'll be central to advancing CPA.com's relationships within the Top 100 CPA firms. You'll enable high-quality engagements, support complex account motions, and contribute to long-term firm success and partnership growth.

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    National Account Manager • Dexter, MI, US