We are looking for an Account Manager to create long-term, trusting relationships with our Small Business clients. The Sr. Account Manager’s role is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients and develop new business from existing clients.

Sr. 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.

Duties and Responsibilities:Serve as the lead point of contact for all assigned bookkeeping and payroll clientsOversee entire client acquisition process from client referral to platform onboard, ensuring a great client experience and supporting the client throughout the processResponsible for outreach and follow up of client referrals to maximize conversion to serviceNegotiate contracts and close agreements to meet client’s needs and meet growth targetsAssist client onboarding onto platforms and virtual toolsDevelop and maintain trusting and long-lasting advisor relationships with clientsCommunicate bookkeeping and/or payroll results on behalf of the client with tax professionals who prepare the small business tax returnsResourcefulness. You’ll be building something new. Proactively leveraging available resources and knowing when to ask for helpMaintain a sizable book of business with strong client retention and revenue per client