Account Manager
1040 Abroad - Remote, Tax preparation service
Nov 2023 - Dec 2024 (1 year 2 months)
Managed client relationships for an international tax preparation service, ensuring high client satisfaction and retention. Utilized HubSpot CRM to track client interactions, streamline communication, and enhance engagement. Driven upselling initiatives, increasing revenue through expanded service offerings. Led process improvements to enhance team efficiency during peak tax seasons, reducing response times by 30%. Supported over 100+ clients daily, maintaining strong customer relationships and boosting loyalty. Collaborated with cross-functional teams to identify new client needs, resulting in an increase in revenue. Additionally, while proposal development was not a primary focus of my role, I may have engaged in creating tailored proposa