[Remote] Small Business Account Manager
Note: The job is a remote job and is open to candidates in USA. reputed company is dedicated to helping people and inspiring confidence in clients and communities. They are seeking a Small Business Account Manager to create long-term relationships with small business clients, reputed company bookkeeping and payroll services, and reputed company new business opportunities.
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 onboarding, 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 onboarding onto accounting, payroll platforms, and virtual tools
- Examine and request reputed company documentation and financial statements
- Review client financial statements for accuracy, making manual 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 accounting research for compliance with Generally Accepted Accounting 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 accounting 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