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Avalara

Cloud-based tax compliance and automation platform

Customer Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeDurham, NC, USANo salary listed

About the Job

Requirements

  • Experience in a quota-carrying B2B sales role, specifically selling to an existing customer base.
  • At least 4 years of experience in SaaS sales.
  • Knowledge and application of sales management practices, including opportunity generation, pipeline management, and forecasting.
  • Experience balancing multiple sales opportunities.
  • Industry knowledge in retail, software, logistics, finance, accounting, or tax.
  • Formal sales training and a relevant bachelor's degree.
  • Proficiency with desktop productivity tools and CRM systems such as Salesforce and Gainsight.
  • Experience using AI and AI-related technologies and applying them to business challenges.

Responsibilities

  • Develop strategic relationships with customer stakeholders, from daily users to executives, and serve as a trusted advisor by understanding their goals and compliance needs.
  • Demonstrate value and help customers maximize current investments while understanding the value of additional features and products.
  • Grow annual recurring revenue by creating and expanding opportunity pipelines within assigned accounts.
  • Identify cross-sell and upsell opportunities, create business cases, and achieve quota.
  • Provide forecasts and risk analyses, and track customer interactions in CRM tools such as Salesforce.
  • Develop and refine account plans to meet sales targets and customer expectations.
  • Lead negotiations, secure favorable terms, close deals, and exceed revenue goals.
  • Conduct sales calls, product presentations, webinars, and in-person meetings.
  • Analyze customer pain points and compliance goals and offer tailored solutions aligned with team goals.
  • Follow up to assess customer satisfaction, address needs, and identify additional revenue opportunities.
  • Collaborate with Marketing, Customer Success, and other teams to deliver a cohesive customer experience focused on satisfaction and retention.
  • Apply AI to business challenges, improve efficiency, contribute solutions, drive results, and share relevant learning with colleagues.

Desired Qualifications

  • Expertise in the financial, tax, or compliance industry.

About the Company

Avalara

Cloud-based tax compliance and automation platform

Avalara provides cloud-based tax compliance services for businesses of all sizes. Its main product, AvaTax, automatically calculates sales tax at the point of purchase and can be connected to many business apps to make tax determinations as orders move through a company’s systems. Beyond calculation, Avalara offers returns filing and ongoing compliance management, helping customers stay up to date with changing tax laws. The company earns money through subscriptions tied to how many transactions you process and how complex your tax needs are, and it also offers consulting and training services to support customers. Compared with others, Avalara covers many industries (like e-commerce, retail, manufacturing, and software) and integrates with a wide range of platforms, aiming to provide an end-to-end, automated tax workflow. Its goal is to reduce the risk of penalties and streamline tax compliance so businesses can focus on their core operations.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Durham, NC
Founded
2004

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