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SMB Account Manager
H&R Block Denver, CO
$137k-177k (estimate)
Full Time | Business Services 6 Months Ago
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H&R Block is Hiring a SMB Account Manager Near Denver, CO

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. 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, 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

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$137k-177k (estimate)

POST DATE

09/24/2022

EXPIRATION DATE

02/10/2023

WEBSITE

hrblock.com

HEADQUARTERS

KANSAS CITY, MO

SIZE

15,000 - 50,000

FOUNDED

1955

CEO

JEFFREY J JONES II

REVENUE

$1B - $3B

INDUSTRY

Business Services

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The following is the career advancement route for SMB Account Manager positions, which can be used as a reference in future career path planning. As a SMB Account Manager, it can be promoted into senior positions as a Business Development Associate III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary SMB Account Manager. You can explore the career advancement for a SMB Account Manager below and select your interested title to get hiring information.

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