177 applicants

Company

H&R Block · 6 hours ago

Sr. Small Business Account Manager

Full-time

Remote

Mid, Senior Level

$53K/yr - $80K/yr

2+ years exp

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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

Responsible for outreach and follow up of client referrals to maximize conversion to service

Negotiate contracts and close agreements to meet client’s needs and meet growth targets

Assist 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

Resourcefulness. You’ll be building something new. Proactively leveraging available resources and knowing when to ask for help

Maintain a sizable book of business with strong client retention and revenue per client

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementAccountingBookkeepingCRM SoftwareERP SystemsBilingualTax KnowledgeClient Retention

Required

2+ Years account management experience

2+ years of Accounting or bookkeeping experience

Familiarity with multiple accounting/ERP systems (QBO, Xero, Sage, etc.)

Ability to anticipate customers’ needs and match them with appropriate products and services

Comfort with working under pressure in a fast-paced environment

Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail

Strong verbal and written communication skills as well as excellent listening, negotiation and presentation ability as work is completed remotely with clients across the country

Preferred

Experience with CRM or Workflow management software (e.g. Salesforce or other)

BA/BS degree in Accounting or Finance

Bookkeeping, Payroll, or Accounting certification or experience

CPA certification preferred

Basic tax knowledge

Proven work experience as an Account Manager, Sales Account Manager, or other relevant role

Bilingual candidates strongly encouraged to apply!

Benefits

Medical and prescription drug coverage

H&R Block Retirement Savings Plan (401(k) Plan)

Employee Assistance Program

(virtual) fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Company

H&R Block

Glassdoor

3.8

H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

Founded in 1955

Kansas City, Missouri, USA

10001+ employees