The Senior Account Associate will manage client relationships, drive sales growth, conduct product demos, and ensure client satisfaction while reporting on performance metrics.
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Technology Advisory team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Account Associate, Intuit to join their dynamic team.
Key Responsibilities:
- Build and maintain strong relationships with both new and existing clients, serving as their main point of contact.
- Prospect, qualify, and pursue new business opportunities to grow revenue and market presence.
- Conduct discovery calls, product demos, and solution presentations that address client needs and demonstrate value.
- Negotiate contracts, pricing, and terms to close new business and renewals while meeting or exceeding sales targets.
- Identify opportunities for upselling and cross-selling within current accounts by understanding client goals and challenges.
- Partner with internal teams to ensure smooth onboarding, successful implementation, and ongoing client satisfaction.
- Maintain accurate records of sales activity, pipeline status, and account information in CRM systems.
- Regularly report on sales performance, forecasts, and key account developments to leadership.
- Stay current on industry trends, competitive landscape, and product knowledge to effectively position solutions with clients.
- Represent Aprio professionally at client meetings, industry events, and conferences when needed.
Qualifications:
- 7+ years of software/technology sales and account management
- Experience managing territories across multiple states and industries
- Working with SaaS clients with multiple locations
- Selling SaaS platform solutions with customized agreements
- Deep knowledge of Intuit Products
- High EQ/IQ and strong business and sales acumen
- Experience with Accounting, ERP, or Financial Management Software is a plus
- Proven track record in managing a large pipeline through Salesforce
- Understanding of Client Management lifecycle
- Ability to work within a team of various stakeholders
- Bachelor’s degree preferred
The application window is anticipated to close on November 3, 2025 and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Accounting Software
Erp
Financial Management Software
Intuit Products
SaaS
Salesforce
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