BerganKDV, LTD
Director of Account Management (Finance)
WHO WE ARE AND WHAT WE DO
BerganKDV has provided innovative yet practical solutions for small to large-size companies since 1945. From our beginning as a trusted CPA firm, we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, human capital management and technology services across the country. At BerganKDV we believe our role as advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals. Bringing value to our clients is what we do best and seeing them succeed is our ultimate goal.
Position Overview:
The Director of Account Management is responsible for overseeing and directing a team of account managers within BerganKDVs Business Advisory solution. This person will implement short and long terms strategies for building client relationships, generate new business and drive revenue growth with existing and new BerganKDV clients. The Director of Account Management will be responsible for establishing team and individual performance goals, as well as tracking and managing performance as needed.
Responsibilities:
Oversee the work of direct reports and be responsible for personnel actions including hiring, training, performance management, and terminationContribute to strategic planning, direction, and goal setting for the department in collaboration with the Business Advisory Solution LeaderServe as the lead point of contact for all managed clients while building and nurturing trusted, long-lasting relationshipsCollaborate with sales and solution leaders to ensure the client is served appropriatelyDevelop strategies to grow existing accounts and ensure quality and cost-effective servicesGain a deep understanding of the clients needs as well as expectations of service and partnershipDevelop understanding of cross functional services available companywide that will deliver the most appropriate products or servicesDemonstrate effective communication skills to present to and influence key stakeholders in our company and with clientsPrepares sales forecast and budget for area of responsibility, reporting up to senior management annual/quarterly basis or as requestedMaintain up to date with industry, economic and environmental trends impacting business
Qualifications:
A bachelors degree in business, technology, communications, or related fieldExperience or familiarity with the various products and solutions offered across the firmUnderstanding or experience working and cultivating relationships with several verticals across an organization10 years of client service experience with a record of high achievementPrevious experience with management of others preferredStrong network with solid personal brand in current industry / market preferred
EXPLORE THE WORKPLACE OF THE FUTURE
BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
BerganKDV Differentiators:
Growth PotentialClose-Knit Collaborative TeamMentor ProgramEmployee Referral RewardsComprehensive Benefits PackageCustomized Career PathOpen Door Leadership StyleEntrepreneurial Operating System EOS / Traction
?
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance. Must be legally authorized to work in the United States without sponsorship for employment visa status (e.g., H1B status)
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.