Associate Small Business Account Manager

H&R Block

4h • $22 - $32

About The Position

We are looking for an Accounting Professional to create long-term, trusting relationships with our Small Business clients by serving as their Account Manager. The Account Manager’s role is to oversee a portfolio of assigned bookkeeping and payroll clients and develop new business from existing clients.
Account Managers are the business partner and accounting department for our small businesses. They help small businesses succeed as trusted advisors. Account Managers are responsible for the oversight of the entire client acquisition process, development of strong relationships with small business clients, partnering with fulfillment teams, overseeing client production quality assurance, and delivering results and reports. Account Managers will answer client queries and identify new business opportunities among existing clients. In this role, Account Managers are the liaison between small business clients and all functional internal teams.

Requirements

• High school diploma or equivalent
• 5 years minimum related work experience

Responsibilities

• Oversee a portfolio of assigned bookkeeping and payroll clients
• Develop new business from existing clients
• Oversight of the entire client acquisition process
• Development of strong relationships with small business clients
• Partnering with fulfillment teams
• Overseeing client production quality assurance
• Delivering results and reports
• Answer client queries
• Identify new business opportunities among existing clients
• Liaison between small business clients and all functional internal teams

Benefits

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
• can participate in the H&R Block Retirement Savings Plan (401(k) Plan)
• the Employee Assistance Program
• (virtual) fitness center programs
• the associate discount program
• are automatically enrolled in Business Travel Accident Insurance
• receive Associate Tax Prep benefit

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED