Account Manager, Finance

Next Street is seeking an entrepreneurial and dynamic Account Manager to join their team. The role will be responsible for delivering services to small businesses, making strategic recommendations, and connecting entrepreneurs to relevant resources. The Account Manager will also be involved in marketing and stakeholder development efforts to attract and retain clients and partners. This is an exciting opportunity to support the financing team and contribute to Next Street's mission of connecting small businesses to affordable funding solutions.

• 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
• Collaborate with senior team members to 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 strategic, financial, and organizational 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

• 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

• 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: $66,600 - $73,500
• Eligibility to participate in Next Street's discretionary incentive program
• Equal opportunity employer