Account Manager, Finance
Next Street
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Posted:
August 25, 2023
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Onsite
About the position
Next Street is seeking an entrepreneurial and dynamic candidate to serve as the Account Manager for their NYC Lower Manhattan Business Solution Center. This role involves supporting the financing team in connecting small businesses in NYC to affordable funding solutions. The Account Manager will deliver services to small businesses, make strategic recommendations, serve as a trusted advisor, and maintain long-term relationships with clients. Additionally, they will drive business development and marketing efforts, cultivate relationships with stakeholders, and collaborate across teams to meet client needs.
Responsibilities
- Deliver the NYC Business Solutions set services to small businesses to exceed goals set by the New York City Department of Small Business Services and Next Street leadership
- Present and make strategic recommendations to small businesses regarding their financial standing
- Serve as a trusted advisor for entrepreneurs by uncovering needs, making recommendations for support, and connecting to relevant small business services, resources, and tools
- Respond to customer inquiries in a timely and appropriate manner
- Maintain long-term relationships with high potential, scaling small business clients
- Facilitate and present webinars to provide entrepreneurs with relevant training and resources
- Attend events to strengthen partnerships and business development efforts
- Ensure prompt data entry and manage for consistent and reliable data
- Familiarize oneself with different business resources available to entrepreneurs
- Drive business development and marketing efforts to attract and retain clients and partners
- Cultivate relationships with community-based organizations and stakeholders interested in helping entrepreneurs access support services
- Create targeted marketing campaigns to engage with various segments within the small business community
- Collaborate across Next Street teams to meet client's needs and share learnings
- Provide support for Next Street's business development opportunities
- Participate in internal initiatives to support the firm's values
- Have a fundamental understanding of financial principles and accounting practices
- Analyze financial data, interpret trends, and draw meaningful conclusions
- Have experience working with tax returns, analyzing business finances, or building financial projections
- Support the team and take entrepreneurial initiative
- Develop unique leadership style and cultivate ability to lead others and shape an organization
Requirements
- Fundamental understanding of financial principles and accounting practices
- Strong analytical ability to assess financial data, interpret trends, and draw meaningful conclusions
- 1-2 years of experience working with tax returns, analyzing business finances, or building financial projections
- Desire to support the team and take entrepreneurial initiative
- Commitment to developing unique leadership style and cultivating ability to lead others and shape an organization
Benefits
- Competitive salaries
- Generous benefits packages (including 401k and paid parental leave)
- 20 days of paid time off annually, including federal holidays and volunteer days
- Mentorship and sponsorship from the diverse and dynamic senior team
- Annual professional development stipend and coaching
- Social events and perks
- Equitable and transparent compensation approach
- Starting salary range for Account Manager positions is $66,600 - $73,500, commensurate with experience
- Eligibility to participate in Next Street's discretionary incentive program
- Equal opportunity employer