We are looking for an Account Manager to create long-term, trusting relationships with our Small Business clients. The Account Manager’s role is to oversee a portfolio of assigned bookkeeping and payroll clients and develop new business from existing clients. This role is approved for remote work.
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, and delivery of results. 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 onboard, 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 and payroll platforms and virtual tools
• Review 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