Client Account Manager (Accounting Software)

Job Locations US-VA-Reston | US
Job ID
Business Development

At Wipfli, people count


Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.


People matter here and they feel it.


And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.


If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.


Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 


  • Manages existing client accounts within our technology consulting practice and establishes themselves as the contact for solving business needs
  • Identifies, develops, and wins upgrade and add-on opportunities of Wipfli products and services, primarily through remote meetings
  • Owns the sales cycle including discovery, product demonstrations, scoping, contracting, negotiating, and closing
  • Responsible for client retention and renewal process including collections and maintaining accurate client records
  • Introduces new clients to available service plans and assists with plan renewals
  • Using in-depth industry and product knowledge, tailors Wipfli’s value proposition and capabilities to the individual client’s business needs in order to help them reach their goals
  • Develop and deliver presentations to clients for Wipfli products and services
  • Inform clients of new product and service offerings
  • Seeks out referrals from clients, and identifies satisfied clients for references
  • Track activities and completes related administrative functions to ensure client records are accurate and up to date
  • Maintains technical expertise with partnering products and best practices within the industry
  • Actively participate in firm sponsored events for assigned clients

Required Qualifications:

  • 3+ years of experience selling mid-market financial systems to C-level executives
  • Strong Business Analysis skillset with demonstrated ability to individually lead client meetings, solve problems, and make recommendations.
  • Self-starter with the ability to work both independently as well as in groups
  • Excellent verbal and written communication skills
  • Strong computer skills, including Dynamics CRM, Microsoft Word, PowerPoint and Excel
  • Ability to effectively learn and demonstrate Wipfli offerings within initial training period
  • Bachelor’s degree preferably in business, accounting, finance, or related fields preferred
  • Specific industry experience in selling into Nonprofit, Technology, Construction & Real Estate, or Healthcare industries preferred 
  • Past experience selling Sage Intacct/ability to effectively demonstrate Sage Intacct preferred 


Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #LI-KH1 


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Don’t See Your Dream Job? Connect With Us!

Don't see a current position posted for your area of interest, specialty, or are not ready to formally apply at this time?

Use the Join Our Talent Community feature to forward your information to a member of our recruiting team. We will reach out to you very soon and will also keep you posted on any new positions as they become available.