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SMB Account Manager

3 months ago

Ventura, California, United States H&R Block Full time

Job Description:

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 Managers 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 a trusted advisor. Responsibilities include oversight of entire client acquisition process, development of strong relationships with Small Business clients, partner with fulfillment teams, oversee client production quality assurance and deliver results and reports. Account Managers will answer client queries and identify new business opportunities among existing clients. In this role, Account Managers are the liaise between Small Business clients and all functional internal teams.

Day to day, you'll...
  • Serve as the lead point of contact for all assigned bookkeeping and payroll clients
  • Oversee entire client acquisition process from client referral to platform onboarding, 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 clients needs and meet growth targets
  • Assist client onboarding onto accounting, payroll platforms and virtual tools
  • Examine and Request Source Documentation and Financial Statements
  • Review client financial statements for accuracy, making manual journal entries and corrections as needed
  • 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. Youll be building something new. Proactively leveraging available resources and knowing when to ask for help
  • Research various payroll laws and requirements along with financial accounting research for compliance with GAAP
About H&R Block...

H&R Blocks purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. Weve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, weve grown to have approximately 12,000 offices throughout the United States and around the world.

We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe its how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe its all those things, and much more.

H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.

It would be even better if you also had...
  • Three Years Financial Accounting or Bookkeeping experience
  • Three Years Payroll experience
  • One year Account Management experience.
What you'll bring to the team...Education:
  • High school diploma or equivalent
Work Experience:
  • Strong verbal and written communication skills as you will work remotely with clients across the country.
  • Excellent listening, negotiation and presentation abilities.
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.
  • Experience delivering client-focused solutions to customer needs.
  • Solid experience with CRM software (e.g. Salesforce or other)
  • Demonstrable ability to communicate, present and influence key stakeholders.
  • Comfort with working under pressure in a fast-paced environment.
  • Ability to anticipate customers needs and match them with appropriate products and services.
  • Advanced problem resolution skills and communication abilities.
  • One year Account management experience.
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