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GBS Group · 4 months ago

Account Executive

United States

Full-time, Contract

Remote

Mid Level

GBS Group is a company that helps entrepreneurs and executives create opportunities by providing integrated business solutions. They are seeking a highly motivated Account Executive to be the primary point of contact for clients, ensuring smooth entry into the US market, managing compliance, and driving client satisfaction.

AccountingFinanceFinancial ServicesManagement ConsultingMarket Research

Responsibilities

Act as the main point of contact for clients throughout the service delivery process, ensuring clear, proactive, and timely communication

Coordinate seamlessly with internal teams, including Billing, Accounting, and Taxes, to ensure cohesive and smooth service delivery

Build and nurture long-term relationships with businesses, gaining a deep understanding of their unique goals, history, and evolving needs

Oversee and manage the company incorporation process for clients

Monitor and track crucial compliance deadlines (e.g., annual reports, federal reports) to minimize the risk of penalties

Advise clients on relevant regulatory changes and ensure appropriate actions are taken to maintain compliance

Assist in the preparation and filing of incorporation and compliance documents, ensuring all filings meet regulatory standards

Coordinate periodic check in meetings with clients

Facilitate the introduction of the Tax Accountant who will be responsible for preparing the Corporate Income Tax Return

Proactively engage with current clients to ensure satisfaction and identify opportunities to upsell additional solutions and compliance services

Monitor and analyze operational processes to identify areas for improvement and implement solutions to streamline procedures

Track service completion, following up with clients to confirm services were delivered as expected and within established timeframes

Anticipate and quickly address any issues or concerns that arise in service delivery, escalating them to the appropriate team as needed to ensure timely resolution and a seamless client experience

Educate business owners on best practices in compliance

Provide clients with access to valuable templates and relevant training materials to help them manage their company's accounting

Assist with administrative functions related to start-ups and support other departments as required

Qualification

Sales ExperienceAdvanced EnglishAdvanced SpanishGoogle AppsMicrosoft OfficeResearch SkillsCustomer Service SkillsInterpersonal SkillsProblem-Solving SkillsAttention to DetailAdaptability