Andrew Brallier
Clemmons
Summary
Customer Success Account Manager with over two years of experience supporting tax and accounting firms nationwide, aligned to a Medium-Touch CSAM role at TaxDome focused on renewals, expansion, and long-term client success. Proven success owning renewals, driving account growth, and managing account health through proactive, consultative engagement. Experienced working in CRM-driven environments such as Salesforce and leading Zoom-based client meetings to support onboarding, adoption, and ongoing success in fast-paced, seasonal environments.
Overview
2
2
years of professional experience
Work History
Account Manager
Protection Plus
04.2025 - Current
- Manage a portfolio of approximately 300 tax and accounting firms across the United States, balancing retention, renewal, and expansion goals
- Conduct regular Zoom-based client meetings for onboarding, account reviews, troubleshooting, and strategic guidance
- Drive account renewals and consultative upsells, resulting in typical annual account revenue increases of $3,750 to $7,500 per firm
- Proactively monitor account health and risk indicators to address concerns early and reinforce long-term value
- Maintain high responsiveness to client inquiries, particularly during peak tax season
- Guide firms through opening and managing cases and coordinate with internal case teams to ensure successful outcomes
- Handle complex client conversations with empathy and solution-focused communication to strengthen retention
Account Renewal Specialist
Protection Plus
01.2025 - 04.2025
- Owned renewal outreach for approximately 180 tax firms leading into tax season
- Reduced unconfirmed renewals to approximately 30-50 firms prior to season launch
- Led activation and renewal readiness for approximately 170 high-volume and large firm accounts
- Reduced high-risk, high-value firms pending activation to fewer than five prior to tax season
- Provided hands-on guidance within tax software to ensure services were properly enabled
Sales Representative
Protection Plus
09.2023 - 05.2024
- Executed high-volume outbound prospecting, averaging 80+ calls per day
- Maintained the highest call volume on assigned sales team throughout the season
- Generated $292,385.00 in projected annual revenue despite joining late in the sales cycle
- Demonstrated rapid ramp-up and strong performance compared to peers who began earlier
Education
High School Diploma -
Acellus Academy
Online12-2025
Skills
- CRM-driven environments
- Salesforce
- Zoom-based client engagement
- Virtual onboarding
- Customer Success
- Account Management
- Renewals
- Retention
- Account expansion
- Account health monitoring
- Risk mitigation
- Technical troubleshooting
- Workflow guidance
- Cross-functional collaboration
Career Break
06/24, 12/24, Career break to complete high school diploma through accredited online coursework
Timeline
Account Manager
Protection Plus
04.2025 - Current
Account Renewal Specialist
Protection Plus
01.2025 - 04.2025
Sales Representative
Protection Plus
09.2023 - 05.2024
High School Diploma -
Acellus Academy