ERP Account Manager

organization summary

About Sockeye

Sockeye is a Sage Intacct Premier Partner and a member of Sage Intacct President’s Club. Sockeye has been recognized as Growth Partner of the Year for two consecutive years in a row. We leverage technology and deep partnerships with our clients to improve business operations and finance outcomes. At Sockeye, we believe in a positive work-life balance, which promotes healthy lifestyles that allows our team members to grow both professionally and personally.

position summary

ERP Account Manager

The Account Manager (AM) will be responsible for developing technology solutions and strategies for clients and ensure the growth of the managed services revenue stream and project revenue stream by facilitating the sale of opportunities, ensuring project services through accurate proposal development and pre-sales design. Additionally, the AM is responsible for managing an assigned group of clients for Sockeye. The AM will work with the Sales Manager to deliver exceptional experiences to Sockeye’s existing customer base.

Essential Functions:

  • Conduct Strategic Business Planning meetings with existing Sockeye clients
  • Conduct check-in calls and/or meetings with clients
  • Qualify new sales opportunities for existing clients
  • Cross-selling and up-selling services and solutions to existing clients
  • Identifies business development and “add-on” sales opportunities as they relate to a specific project
  • Provide annual budgeting for IT capital and operating expenses for existing clients
  • Conduct onsite or online presentations that showcase the services and products of the company to existing clients
  • Effectively communicate features and benefits of solutions and manage prospect expectations throughout the lifecycle of the account 
  • Maintain in-depth product knowledge of Sockeye’s services catalog & pricing structure 
  • Perform sales procedures through activities and opportunities in CRM and remain compliant with defined policies and procedures 
  • Attend weekly account management meetings and ensure sales opportunities are kept up to date 
  • Oversee the design and implementation of successful, high value technology solutions inclusive of Statements of Work (SoW) and Estimate of Hours (EoH) 
  • Possess strong consulting skills including an ability to provide strategic recommendations that provide business value to clients 
  • Negotiate contracts and close agreements to maximize profits 
  • Develop trusted adviser relationships with key accounts, customer stakeholders and executive sponsors 
  • Collaborate with sales team to identify and grow opportunities within territory 
  • Assist with challenging client requests or issue escalations as needed

Knowledge/Skills, and/or Abilities Required:

  • Business Development  
  • Effectively conveys Sockeye’s message in both written and verbal business development discussions and proposals  
  • Remains on the forefront of emerging industry practices 
  • Strong interpersonal, written and oral communication skills, attention to detail 
  • Delivers engaging, informative, well-organized presentations 
  • Ability to present ideas and solutions in the language and to the level of the audience  
  • Facilitates client meetings effectively 
  • Understands how to communicate difficult/sensitive information tactfully 
  • Resolves and/or escalates issues in a timely fashion 
  • Able to explain and guide clients through technical issues 
  • Sets and manages client expectations 
  • Develops lasting relationships with client personnel  
  • Continually seeks opportunities to increase customer satisfaction and deepen client relationships 
  • Communicates effectively with clients to identify needs and evaluate alternative business solutions 
  • Builds a knowledge base of each client’s business, organization and objectives 
  • Exhibits strong coaching skills and potential leadership skills 
  • Successful at working in a team culture  
  • Consistently acknowledges and appreciates each team member’s contributions 
  • Understanding of accounting software, accounting best practices, and the workflow within an accounting department


  • BA or BS degree or equivalent combination of relevant education and experience 
  • Relevant experience: 5 years (preferred) 
  • Account Management experience: 5 years (preferred)

physical demands:

  • Endure various physical movements throughout the work areas
  • Must be able to sit, type, answer phones, write correspondence and other


  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Retirement Plan
  • Paid Time Off
  • Work/life Balance
  • Remote Availability


Monday to Friday

interested in joining sockeye's team?

Sockeye is an Equal Opportunity Employer

Sockeye is a business software consulting company that focuses on implementing, customizing, and supporting Microsoft’s Dynamics line of business software applications and Sage Intacct Financial Management Solutions. 

Our collective skill set is diverse with extensive experience in business analysis, systems design, application development/customization, training and documentation, platform integration, implementation, administrative/end user support and more.

Sockeye Team at Office