Job DescriptionJob Purpose:
nWe are looking for a Tele Account Manager who will support lead generation, client outreach, solution awareness, and sales coordination for tax technology solutions. The role is suitable for a fresher or early-career qualified with minimum 1 year of experience who can understand client requirements, and assist senior team members in building customer engagement within the Tax Technology Practice.
nJob Description:
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- Assist in identifying and researching potential customers across target accounts and industry segments.n
- Support outreach activities through calls, emails, LinkedIn, events, and other approved channels.n
- Understand basic customer requirements and capture initial business needs accurately for senior sales or functional consultants.n
- Maintain and update client interaction records, lead status, and follow-up actions in the CRM or tracking system.n
- Assist in scheduling meetings, product walk through, application demonstrations, and follow-up discussions with prospects.n




- Learn and communicate the basic value proposition of AI-based and non-AI-based tax technology solutions, including Navigate Tax Suite or similar offerings.n
- Support senior team members during client discussions by preparing basic notes, sales collateral's, and meeting summaries.n
- Coordinate with product, technical, implementation, and functional teams to gather information required for client responses.n
- Track follow-ups with prospects and ensure timely communication under guidance from the reporting manager.n
- Develop understanding of taxation, compliance, and tax technology trends through internal training and self-learning.n
- Support basic sales reporting, pipeline updates, and daily/weekly activity dashboards.n
- Provide first-level coordination support to customers and internal teams during demos, on boarding discussions, and issue handovers.n

nJob Requirements:
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- Basic competency in MS Office, especially M

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