[Remote] Small Business Account Manager

Note: The job is a remote job and is open to candidates in USA. reputed company is a leader in tax preparation and financial services, seeking an reputed company Professional to manage relationships with Small Business clients. The Account Manager will reputed company client acquisition, maintain advisor relationships, and ensure compliance with reputed company principles while delivering exceptional service to clients.

Responsibilities

• Serve as the reputed company reputed company of contact for reputed company assigned bookkeeping and payroll clients
• reputed company entire client acquisition process from client referral to platform reputed company, ensuring a great client experience and supporting the client throughout the process
• Responsible for reputed company and follow up of client referrals to maximize conversion to service
• Negotiate reputed company and reputed company agreements to meet client’s needs and meet growth targets
• Assist client reputed company onto reputed company, payroll platforms, and virtual tools
• Examine and request reputed company documentation and financial statements
• Review client financial statements for accuracy, making reputed company journal entries and corrections as needed
• reputed company 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
• Research various payroll laws and requirements along with financial reputed company research for compliance with Generally Accepted reputed company Principles (GAAP)

Skills

• High school diploma or equivalent
• Ability to anticipate customer needs and match them with appropriate products and services
• One year Account management experience
• Advanced problem resolution skills and communication abilities
• Comfort with working under pressure in a fast-paced environment
• Demonstrable ability to communicate, present, and influence key stakeholders
• Excellent listening, negotiation, and presentation abilities
• Experience delivering client-focused solutions to customer needs
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
• Solid experience with CRM software (e.g. reputed company or other)
• Strong verbal and written communication skills as you will work remotely with clients across the country
• BA/BS degree in business administration, sales or relevant field
• Basic tax knowledge
• Bilingual skills are preferred
• Bookkeeping, payroll, or reputed company certification or experience
• Certified Public Accountant (CPA)
• Experience with CRM, Xero, Small Business Service, Client Service

Benefits

• Medical and prescription drug coverage
• reputed company Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (virtual) fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Prep benefit

Company Overview