Small Business Account Manager

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

Conduct outreach and follow up with client referrals to maximize conversion to service

Negotiate contracts and close agreements to meet client needs and meet growth targets

Assist with client onboarding onto platforms and virtual tools

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

Proactively leverage available resources and ask for help when needed

Maintain a sizable book of business with strong client retention and revenue per client

Education:

High school diploma or equivalent

Work Experience:

Ability to anticipate customer needs and match them with appropriate products and services

2+ years account management experience

Basic understanding of Generally Accepted Accounting Principles (GAAP), accounting theory, and payroll theory/payroll taxation

Comfort with working under pressure in a fast-paced environment

Familiarity with multiple accounting/Enterprise Resource Planning (ERP) systems (QBO, Xero, Sage, etc.)

Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail

Strong research skills

Bachelors - Finance

2+ years accounting or bookkeeping experience

Basic tax knowledge

Certified Public Accountant (CPA) certification

Exceptional communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation abilities

Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)