James Pence
Client Relationship Manager at Tax Advisors Group Llc
Based in Little Elm, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Little Elm
Industry
Accounting
Company size
94
Contact information
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j•••••••@taxadvisorsgroup.com
Phone
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Background
About James Pence
As a seasoned Account Manager - Customer Relationship Manager with extensive experience in relationship building and strategic account management, I thrive in environments focused on growth and innovation. With a proven track record of client retention and customer satisfaction, I excel in developing and implementing processes that enhance strategy and optimize performance. I have successfully managed multiple portfolios of accounts, consistently securing renewals and driving service expansion. My ability to build strong relationships with clients and stakeholders, coupled with my analytical decision-making skills, enables me to deliver tailored solutions that maximize and foster long-term partnerships. I am passionate about creating impactful customer experiences and am adept at collaborating cross-functionally to support organizational effectiveness. My commitment to continuous improvement and innovation ensures that I am always looking for new ways to drive success for both my clients and my team. If you're looking for a dedicated professional with a consultative approach and a focus on results, let's connect!
Decision-makers
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Lisa Zachary
Chief Consulting Officer · General Business & Management
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Chief Operating Officer · Other
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Dina Haxhiu
Analyst · Finance & Accounting
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James Farley
Director, Sales Development and Operations · Other
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Jessica Dicarlo
Financial Services Assistant · Finance & Accounting
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