Manager client executive
Summary of the Role:
As the SurePrep Client Executive Manager, you will lead a team of Client Executives responsible for driving growth, retention, and customer engagement across strategic accounts. This role combines leadership, strategic account planning, and operational excellence to ensure revenue targets are met while delivering exceptional client experiences. You will coach and develop your team, foster strong cross-functional collaboration, and implement strategies that maximize customer value and long-term partnerships. About the Role: Team Leadership: Recruit, develop, and lead a high-performing team of Client Executives. Provide coaching, performance feedback, and career development opportunities. Revenue Growth: Drive strategies to achieve and exceed renewal, upsell, and cross-sell targets across the team’s portfolio. Account Strategy: Oversee the creation and execution of strategic account plans that align with customer goals and business objectives. Customer Advocacy: Ensure the team serves as trusted advisors to clients, delivering insights and solutions that drive measurable outcomes. Operational Excellence: Monitor pipeline health, forecast accuracy, and adherence to sales processes. Implement best practices for account management and growth. Cross-Functional Collaboration: Partner with Sales, Marketing, Product, and Customer Success leadership to align on go-to-market strategies and deliver a seamless customer experience. Reporting & Insights: Provide regular reporting on team performance, revenue metrics, and strategic initiatives to senior leadership. Enablement & Development: Drive continuous improvement through training, process optimization, and adoption of tools that enhance efficiency and effectiveness. Success Metrics Revenue Performance: Achievement of renewal, upsell, and cross-sell targets. Customer Retention: Percentage of accounts retained and expanded. Forecast Accuracy: Reliability of revenue and pipeline projections. Team Development: Employee engagement, retention, and performance outcomes. About You: The best leaders in this role combine strategic thinking with a passion for developing talent and driving results. You thrive in a fast-paced environment, balancing revenue goals with customer-centric strategies. What Makes You Stand Out Leadership Excellence: You inspire, coach, and empower your team to achieve ambitious goals. Commercial Acumen: You understand complex deal structures, pricing strategies, and SaaS revenue models. Strategic Mindset: You can see the big picture and translate it into actionable plans for your team. Customer-Centric Approach: You prioritize client success as the foundation for growth. Data-Driven: You leverage analytics and insights to guide decisions and optimize performance. Collaborative Influence: You build strong partnerships across functions to deliver unified outcomes. Qualifications Bachelor’s degree in Business, Marketing, or related field (or equivalent experience). 7+ years in account management, client success, or sales roles, with at least 2–3 years in a leadership capacity. Proven track record of driving revenue growth and retention in SaaS or recurring revenue environments. Strong communication, negotiation, and relationship management skills. Proficiency in CRM and sales tools (e.g., Salesforce). What’s in it For You?- Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
- Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
- Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
- Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
- Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
- Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
- Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
Recommended Jobs
Customer service representative
Company : Highmark Inc. Job Description : JOB SUMMARY This job resolves standard and occasional non-standard customer inquiries, comments, and concerns by applying a seamless and…
Delivery Driver, Pharmacy Associate II
**Pay Rate:** $17.00 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverag…
Laborer needed for Window & Door Crew
Job Description Job Description We are looking for a laborer as a helper on Window or Door Crew to join our team! Responsibilities You will assist the Installers to replace doors and windows…
Assistant Teacher Child Care Provider
Job Description Job Description Joyful Noise Early Learning Center, LLC is a school for children 8 weeks to 8 yrs old. We provide a quality environment for children and their families. Our team o…
Restaurant Line Cook
Job Description Job Description Line Cook The Draft Sports Bar & Grille – Swartz Creek, MI Full-Time | Part-Time | Evenings & Weekends Available Employee Discounts | Fun Work Environmen…
Layout Technician- 2nd Shift
Job Description Summary Job Description Roles and Responsibilities: ESSENTIAL FUNCTIONS / RESPONSIBILITIES: Responsible for all entry level layout activities, including, but not limited t…
Lead Estimator - Assembled Solutions
General Summary: The Lead Estimator is responsible for leading the estimating function, developing accurate and competitive cost estimates, and collaborating with cross-functional teams to support…
SAP Order to Cash (SD) Consultant, Manager Save for Later Remove job
A career in our SAP Customer team, within our SAP consulting practice, will provide you with the opportunity to lead our clients in their customer transformation journey by reimagining exceptional …
Lead Case Manager
Job Description Job Description Position Title: Lead Case Manager Hybrid Role Summary: The Lead Case Manager is responsible for the supervision of assigned Case Managers. Additionally, …
Builder - Production Manager
Job Description Job Description Rite Rug has been one of the top privately owned, flooring companies, since 1934! We are looking for a detail oriented, reliable, Production Manager to join ou…