Account Manager

Columbus, OH

Location: 1404 Goodale Blvd. , Suite 400, Columbus, OH, 43212

Availability requirements: Full Time


Clarus R+D is the leader in world-class technology that enables every business to unlock the full value of R&D tax incentives for innovation and growth. Founded by tax and technology experts, our cloud-based software delivers access, compliance, and clarity for federal and state R&D programs. With Clarus R+D, companies of all sizes can maximize the power of R&D tax incentives to significantly impact their business.


Account Managers work with our clients to assist them with claiming the R&D tax credit using our technology-driven platform. Account Managers are the face of Clarus R+D, tasked with managing the relationship with our clients. Common responsibilities in this role are to move clients through the process of filing for the R&D tax credit from start to finish, ensuring that clients have provided all necessary information before tax deadlines, educating clients on the R&D tax credit and renewing clients for the following year. The successful candidate needs to create trusting relationships and identify additional sales opportunities when possible.


  • Assume primary account management and sales responsibility for a portfolio of Clarus R+D clients
  • Follow up via email, phone and video conference to move clients through the process to claim the R&D tax credit
  • Develop a trusted advisor relationship and continue to educate clients on the R&D tax credit and any changes in legislation that may impact them
  • Work closely with the Sales, Expert, Tech and Marketing teams to ensure seamless support to our clients
  • Maintain complete records in Salesforce to document all client interactions accurately
  • Update engagement letters with new pricing and terms as needed for existing customers
  • Track client status daily in Salesforce to ensure clients meet crucial tax deadlines


  • 1+ year of experience in a client facing role
  • Excellent verbal, written and telephone/video meeting skills
  • Absolute dedication for attention to detail and maintaining accurate notes on all client interactions
  • Ability to effectively prioritize tasks and manage multiple workflows on a daily basis
  • Familiarity with a CRM system such as Salesforce is preferred
  • Ability to quickly learn and communicate product/service knowledge with confidence to a variety of audiences
  • Ability to quickly build rapport with clients in a short period of time
  • Takes direction well but is also a self-starter and can work independently toward goals
  • Confident making client calls in an open office environment


  • Salesforce
  • Hubspot
  • PandaDoc and/or Docusign
  • Clarus R+D proprietary software


  • Unlimited PTO
  • Three Health Insurance options including one at no cost to employees!
  • Dental Coverage options including one at no cost to employees!
  • Vision Coverage options including one at no cost to employees!
  • Life Insurance coverage equal to your salary up to $100,000 at no cost to employees!
  • Short term and long-term disability coverage at no cost to employees!
  • 401k with employer match of 100% for the first 3% of employee contribution and 50% of the next 2% – immediately vested!
  • Quarterly Bonus Program for all employees
  • 9 Paid Holidays
  • Fully stocked kitchen and pantry with snacks, drinks and espresso

This role is required to be local to Columbus, OH

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