Small Business Account Manager

H&R Block•Remote, OH

1d•$25 - $38

About The Position

We are looking for an Account Manager to create long-term, trusting relationships with our small business clients. The Account Manager’s role is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients, and develop new business from existing clients. As an Account Manager, you are the business partner and accounting department for our small businesses. You will help small businesses succeed as a trusted advisor. In this role, you will have oversight of the entire client acquisition process including developing strong relationships with small business clients, partnering with fulfillment teams, and delivering results. You will answer client queries and identify new business opportunities among existing clients. As an account manager, you are the liaise between small business clients and all functional internal teams.

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

Nice To Haves

Bachelors - Finance
2+ years accounting or bookkeeping experience
Basic tax knowledge
Certified Public Accountant (CPA) certification
Exceptional communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation abilities
Experience with customer relationship management (CRM) or workflow management software (e.g. Salesforce or other)

Responsibilities

Serve as the lead point of contact for all assigned bookkeeping and payroll clients
Oversee entire client acquisition process from client referral to platform onboard, ensuring a great client experience and supporting the client throughout the process
Conduct outreach and follow up with client referrals to maximize conversion to service
Negotiate contracts and close agreements to meet client needs and meet growth targets
Assist with client onboarding onto platforms and virtual tools
Develop 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
Proactively leverage available resources and ask for help when needed
Maintain a sizable book of business with strong client retention and revenue per client