SMB Account Manager

What you'll do...

We are looking for an Accounting Professional to create long-term, trusting relationships with our Small Business clients by serving as their Account Manager. The Account Manager's role is to oversee a portfolio of assigned bookkeeping and payroll clients and develop new business from existing clients.

Account Managers are the business partner and accounting department for our Small Businesses. They help small businesses succeed as a trusted advisor. Responsibilities include oversight of entire client acquisition process, development of strong relationships with Small Business clients, partner with fulfillment teams, oversee client production quality assurance and deliver results and reports. Account Managers will answer client queries and identify new business opportunities among existing clients. In this role, Account Managers are the liaise between Small Business clients and all functional internal teams.

Day to day, you'll...

• Serve as the lead point of contact for all assigned bookkeeping and payroll clients

• Oversee entire client acquisition process from client referral to platform onboarding, ensuring a great client experience and supporting the client throughout the process

• Responsible for outreach and follow up of client referrals to maximize conversion to service

• Negotiate contracts and close agreements to meet client's needs and meet growth targets

• Assist client onboarding onto accounting, payroll platforms and virtual tools

• Examine and Request Source Documentation and Financial Statements

• Review client financial statements for accuracy, making manual journal entries and corrections as needed

• Develop and maintain trusting and long-lasting advisor relationships with clients

• Communicate bookkeeping and/or payroll results on behalf of the client with tax professionals who prepare the small business tax returns

• Resourcefulness. You'll be building something new. Proactively leveraging available resources and knowing when to ask for help

• Research various payroll laws and requirements along with financial accounting research for compliance with GAAP

What you'll bring to the team...

Education:

• High school diploma or equivalent

Work Experience:

• Strong verbal and written communication skills as you will work remotely with clients across the country.

• Excellent listening, negotiation and presentation abilities.

• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.

• Experience delivering client-focused solutions to customer needs.

• Solid experience with CRM software (e.g. Salesforce or other)

• Demonstrable ability to communicate, present and influence key stakeholders.

• Comfort with working under pressure in a fast-paced environment.

• Ability to anticipate customers' needs and match them with appropriate products and services.

• Advanced problem resolution skills and communication abilities.

• One year Account management experience.