Small Business Account Manager
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Job Description
Small Business Account Manager managing H&R Block bookkeeping and payroll clients. Building trusted relationships, onboarding clients, and growing existing small-business accounts.
Responsibilities:
- Serve as the lead point of contact for all assigned bookkeeping and payroll clients
- Oversee the entire client acquisition process from client referral to platform onboarding
- Ensure a great client experience and support clients throughout the acquisition process
- Conduct outreach and follow up with client referrals to maximize conversion to service
- Negotiate contracts and close agreements to meet client needs and growth targets
- Assist with client onboarding onto platforms and virtual tools
- Develop and maintain trusting, long-lasting advisor relationships with clients
- Communicate bookkeeping and/or payroll results on behalf of clients with tax professionals preparing 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
- Liaise between small business clients and functional internal teams
- Identify new business opportunities among existing clients
Requirements:
- High school diploma or equivalent
- 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
- Preferred: Bachelors - Finance
- Preferred: 2+ years accounting or bookkeeping experience
- Preferred: Basic tax knowledge
- Preferred: Certified Public Accountant (CPA) certification
- Preferred: Exceptional communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation abilities
- Preferred: Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)
Benefits:
- Medical and prescription drug coverage for qualifying associates and eligible dependents
- H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (Virtual) fitness center programs
- Associate discount program
- Business Travel Accident Insurance
- Associate Tax Prep benefit
- Competitive pay
- Continuous learning
- Support for life both in and outside of work
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