Manager, Client Executive, SurePrep

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). 

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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,