Summary of Position:

The Account Manager will manage existing RFS client account management matters including supporting partners with identifying, tracking and advocating for renewals and new business opportunities. Account Manager will manage and update CRM including creating and updating client estimates, statements of work and related sales records.

Essential Duties and Responsibilities

  • Serve as primary internal contact for all existing client account management matters, including direct communication with clients
  • Build and maintain strong, long-lasting client relationships
  • Develop trusted advisor relationships with current client stakeholders
  • Ensure the timely and successful delivery of solutions according to client needs and objectives
  • Clearly communicate the progress of initiatives to internal stakeholders
  • Develop new business with existing clients and/or identify areas of improvement
  • Forecast and track existing client account and existing client sales metrics
  • Create and prepare ad hoc reports and perform data analysis as required
  • Timely and accurate creation of current client estimates, statements of work and projects
  • Assist with research, configuration and customization of system functionalities
  • Maintenance of system settings
  • Assist with documentation of policies, procedures, and best practices
  • Other duties as requested 


  • Bachelor’s Degree in Business Administration, Sales or relevant field
  • 2-4 years’ experience building and maintaining strong, long-lasting client relationships
  • Solid experience with CRM, ERP or similar project management/sales process software
  • Demonstrable ability to communicate, present and influence key stakeholders
  • Experience delivering client-focused solutions to customer needs
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
  • Excellent listening, negotiation and presentation abilities
  • Strong verbal and written communication skills
  • Works well under pressure and thrives while meeting challenging deadlines
  • Expertise with MS Office (Excel, Word, and Outlook)
    • Advanced Excel skills preferred (vlookups, data manipulation formulas)

What RFS is looking for: A high energy, self-motivated and detail-oriented professional who can provide support to RFS’ existing client business development. We are looking for someone who has familiarity with account management software (CRM) and who has a flair for client communication and relationship development. The ideal candidate is looking for a great opportunity that offers room for long-term career growth.

What You’ll Get with RFS: RFS is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest accounting and information technology professionals, and a well-defined career track with long-term growth opportunities. RFS also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.