The Client Executive - Energy will play a pivotal role in driving the sales and revenue growth of professional services and products tailored to the utility industry. This senior leadership position requires a dynamic individual with deep industry expertise and a proven track record of success in tax or accounting roles within utilities. The primary focus will be on developing and executing comprehensive account strategies, building and maintaining relationships with key decision-makers, and positioning PowerPlan as a leading provider of Tax and Accounting solutions for the utility sector.

Acting as a subject matter expert, the Client Executive will partner closely with sales representatives to close complex deals, providing the necessary expertise to effectively communicate the value of PowerPlan’s offerings. This role involves significant collaboration with various internal teams, including Product Development, Marketing, and Customer Success, to ensure alignment of sales strategies with product roadmaps and to drive customer satisfaction. The Client Executive will also be a thought leader in the industry, attending and presenting at key industry events to stay abreast of market trends and support PowerPlan’s growth and profitability.

Desired Candidate Profile

We are looking for a highly experienced accounting professional with extensive and diversified leadership experience in the regulated utility industry, specializing in regulatory plant and tax accounting. A proven record of success in managing teams and providing tax support in regulatory proceedings, Skilled in PowerPlan tax and plant accounting software and knowledgeable about GAAP, regulatory, and tax compliance.

An ideal candidate would be:

• Analytical and Efficient: With a demonstrated background in tax filing, financial analysis, federal and state regulation operation, technical writing, tax law research, depreciation study filings, regulatory compliance maintenance, report preparation, and auditing.
• Experience in the Electric and Gas Industry: Utilizes excellent interpersonal skills to liaise with external business partners, internal teams, and senior leadership.
• A Proven Problem Solver: With an aptitude for resolving issues, ensuring accuracy, and minimizing tax exposure.

Key Performance Objectives

1. Develop and Implement Account Strategy: Increase account engagements within targeted Utility accounts. Work closely with sales teams to identify opportunities and assist in closing complex deals. Complete the development and initial implementation of the strategic and tactical plans to meet these goals within the first 6 months.

2. Build and Maintain Client Relationships: Be a trusted advisor to the highest-level decision-makers for current and prospective Utility customers. Facilitate business development through face-to-face meetings and provide leadership of all business development activities.

3. Serve as Subject Matter Expert for our solutions: Communicate the value proposition of PowerPlan’s products and services. Deliver and coach others on high-impact presentations and workshops. Develop and maintain a strong knowledge base of PowerPlan’s products and services. Attend industry events and become a recognized presence in the Utility industry that affirms PowerPlan as a thought leader in the market.

4. Customer Feedback and Product Development: Gather and relay customer feedback to the product development team to inform product roadmaps. Collaborate with Product Development and Marketing teams to align sales strategies with product roadmaps.

• Educational Background: Bachelor's degree required; MBA or advanced degree preferred.
• Industry Experience: 10+ years of experience in tax or accounting roles, business development, or direct industry experience within the utilities sector, with specific expertise in utilizing PowerPlan’s solutions.
• Technical Proficiency: Strong technical background with experience in software solutions, cloud computing, SaaS, and enterprise software.
• Communication Skills: Excellent communication and presentation skills, with the ability to convey complex technical concepts to diverse audiences within the utility industry.
• Strategic Thinking: Strategic thinker with strong problem-solving skills and the ability to work collaboratively across departments.
• Travel Willingness: Willingness to travel as needed to support sales efforts and customer engagements within the utility sector.

PowerPlan is an EOE

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