Enterprise Account Management

As an Enterprise Account Manager at Column Tax, your primary responsibilities will include managing the post-sales journey for our partners, ensuring a seamless integration and launch of our embedded tax filing solutions. You'll collaborate with various financial institutions, deeply understand their needs, and act as the go-to resource for scaling their tax products successfully. Your role will also involve translating learnings from these interactions into a comprehensive launch playbook to guide future initiatives.

To qualify for the Enterprise Account Manager position at Column Tax, you should have a background in account management, solutions engineering, or sales and partnerships. Experience within a startup environment is highly desirable, as is a keen understanding of product strategy within B2B contexts. Additionally, you should possess strong listening skills and the ability to foster authentic collaborations with partners to ensure their success.

Success for the Enterprise Account Manager at Column Tax is evaluated through various metrics, including the depth of relationships established with partners, the effectiveness of the end-to-end tax filing experience implemented within partner applications, and overall satisfaction measured through partner feedback. We aim for our partners to feel that our team acts as a true extension of their internal team, resulting in ongoing growth and renewals.

At Column Tax, we foster a collaborative and inclusive work environment where ideas are valued, and transparency is a core principle. As an Enterprise Account Manager, you can expect to work in a dynamic atmosphere that encourages innovation and personal growth, located in New York City, where in-person collaboration is emphasized at least three days a week.

Column Tax offers a robust benefits package that includes unlimited PTO with a minimum requirement, high-quality health, vision, and dental coverage, as well as up to 16 weeks of fully paid parental leave. You'll also receive a top-notch MacBook and a budget for your home office setup, allowing you to create a comfortable workspace while contributing to our mission.

In your response, focus on a specific situation where you had to navigate conflicts or misunderstandings with a partner. Highlight the strategies you employed to address the issue, how you communicated effectively, and what the outcome was, emphasizing your ability to maintain a positive relationship.

When answering, describe your approach to active listening and discovery. Explain how you take time to genuinely engage with partners, ask open-ended questions that encourage sharing of their objectives, and ultimately tailor your solutions based on their unique requirements.

Discuss the importance of clear communication and structuring the onboarding process into manageable steps. Highlight your ability to set expectations early, provide necessary resources, and maintain ongoing check-ins to ensure your partners feel supported throughout the onboarding phase.

Share methods you've used to foster long-term partnerships, such as regular feedback sessions, proactive updates on new products, or creating customized solutions that resonate with your partners' evolving goals. Stress the significance of trust and transparency in these relationships.

Reflect on any relevant experience you have with embedded products and how you have previously supported their launch and growth. Provide examples of your role in driving understanding of these features among partners and how to maximize their potential.

Elaborate on your conflict resolution skills. Discuss how you remain calm and listen to the partner's concerns, validate their feelings, and work collaboratively to find a mutually beneficial solution, demonstrating your commitment to partnership.

Showcase your industry knowledge by discussing current trends, such as the increasing demand for seamless financial experiences, growing regulatory compliance challenges, or the shift toward personalized financial services. Explain how these trends could affect your work at Column Tax.

Explain your approach to effective time management and prioritization, perhaps by using a combination of urgency and importance criteria to assess what needs immediate attention while balancing longer-term objectives while ensuring partners feel valued.

Provide a specific example of a successful launch, detailing your role in the planning, execution, and results achieved. Facilitate this by including metrics or feedback that highlight the success of the launch and the positive impact it had on the partner or product performance.

Tailor your answer by expressing your enthusiasm for Column Tax's mission and how your skills align with the role and company values. Share your passion for helping partners succeed and your desire to contribute to an innovative team that prioritizes transparency and excellent service.