SMB Account Manager

3 days ago

Avon Park, 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 Manager’s role is to oversee a portfolio of assigned bookkeeping and payroll clients and develop new business from existing clients. 

Are you the right applicant for this opportunity Find out by reading through the role overview below.

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 client’s 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. You’ll 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 Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve 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 it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s 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.

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.
#hrbjob

  • Accounting Manager

    4 weeks ago

    Avon Park, Florida, United States OneBBX Full time

    Accounting Manager Job DescriptionWe are seeking an experienced Accounting Manager to join our team at OneBBX. As an Accounting Manager, you will be responsible for assisting with the monthly close process, preparing account reconciliations, and ensuring compliance with generally accepted accounting principles (GAAP) and the Sarbanes-Oxley Act of 2002...

  • Account Manager

    2 weeks ago

    Schiller Park, United States Levata Full time

    DescriptionDo you want to be part of a company with tremendous growth?Are you highly motivated on driving your career to success? Do you enjoy building relationships with current customers?If so, you should be at LevataAt Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we...

  • Account Manager

    2 weeks ago

    Schiller Park, United States Levata Full time

    Description Do you want to be part of a company with tremendous growth? Are you highly motivated on driving your career to success? Do you enjoy building relationships with current customers? If so, you should be at Levata At Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we...

  • Senior Director, eCommerce Sales, SMB

    4 weeks ago

    Ridgefield Park, New Jersey, United States Samsung Electronics Co., Ltd. Full time

    We are a leading global brand pushing the boundaries of technology to deliver innovative connected experiences across our diverse portfolio of products and services.As a committed EPA ENERGY STAR Corporate Commitment Partner, we strive to make a positive impact on the environment through eco-conscious products, practices, and operations.P&L Leader for SMB...

  • Office Manager

    3 weeks ago

    Schiller Park, United States Webinar Demo Account Full time

    Job Summary: Webinar Demo Account is seeking a highly organized and motivated individual to join our team as an Office Manager in Chicago, Illinois. This is a full-time, hourly administrative position with a focus on managing office operations and providing support to our team. In this role, you will play a crucial role in maintaining the efficiency and...

  • Office Account Manager

    1 month ago

    Avon, United States Gpac Full time

    Office Account ManagerA prominent and award-winning Engineering firm in Indianapolis is looking for an Office Account Manager to join the team. This is a stable 40-year-old award-winning organization providing innovative cutting-edge design solutions nationally and internationally.The role of the Office Account Manager will provide support for engineering...

  • Bilingual Account Manager

    2 months ago

    Avon, United States Securitas Inc. Full time

    Account Manager Wage: $21.00-23.00/ hourJob Requirements: 2 years of management experience Security experience required Driver certificationWe help make your world a safer place.Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide...

  • Senior Account Coordinator

    3 weeks ago

    Avon Park, Florida, United States Gpac Full time

    Job Summary:The Office Account Manager will provide support for engineering excellence by managing day-to-day tasks such as creating financial statements, maintaining executive schedules, payroll, accounts payable, expense reports, business licenses, and pre-qualifications. This role requires a candidate with 5 years of experience in a similar position,...

  • Inside Sales Account Manager

    7 days ago

    Avon, United States Unisan Direct Full time

    Company DescriptionUnisan Direct is a distributor of Packaging, Safety, and Janitorial Supplies committed to great local service. We offer inventory management, next-day delivery, and personalized service to create healthier and safer working environments. Unisan provides specialized solutions to meet the unique needs of every business, with a focus on...

  • Account Executive

    7 days ago

    Overland Park, United States Klutch MFM Full time

    About the Company You are not applying for a job with KLUTCH MFM- We are a recruiting service looking for "Heart of a Lion" candidates for our client- you are applying for a remote SAAS sales position with an up and coming sports app focusing on high school sportsAbout the Role Preference is a passion for technology. Are you a baller looking to crush it in...

  • Account Executive

    1 week ago

    overland park, United States Klutch MFM Full time

    About the Company You are not applying for a job with KLUTCH MFM- We are a recruiting service looking for "Heart of a Lion" candidates for our client- you are applying for a remote SAAS sales position with an up and coming sports app focusing on high school sportsAbout the Role Preference is a passion for technology. Are you a baller looking to crush it in...

  • Account Executive

    5 days ago

    overland park, United States Klutch MFM Full time

    About the Company You are not applying for a job with KLUTCH MFM- We are a recruiting service looking for "Heart of a Lion" candidates for our client- you are applying for a remote SAAS sales position with an up and coming sports app focusing on high school sportsAbout the Role Preference is a passion for technology. Are you a baller looking to crush it in...

  • Account Manager

    2 weeks ago

    Avon, United States Securitas Security Services USA, Inc. Full time

    Account Manager Wage: $20.00-23.00/ hour 2 years management experience Bilingual - Spanish preferred We help make your world a safer place. Are you interested in being part of our Security Team? Apply quickly and efficiently online. Weekly pay. Growth opportunities within the company. Health, dental, vision, and more! Employee referral bonus...

  • Account Manager

    2 weeks ago

    Avon, United States Securitas Full time

    Account Manager Wage: $20.00-23.00/ hour2 years management experienceBilingual - Spanish preferredWe help make your world a safer place.Are you interested in being part of our Security Team? Apply quickly and efficiently online. Weekly pay. Growth opportunities within the company. Health, dental, vision, and more! Employee referral bonus program.Competitive...

  • ID Americas Account Manager

    3 weeks ago

    St Louis Park, United States Levata Full time

    Description At Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we think big, we enable what's next by leveraging our knowledge of what's possible today. Join a team where complexity doesn't mean confusion but rather a deep dive into understanding, surfacing with clear options...

  • ID Americas Account Manager

    3 weeks ago

    St Louis Park, United States Levata Full time

    Description At Levata, we believe in making your journey with us seamless, impactful, and filled with opportunities to elevate your potential. As we think big, we enable what's next by leveraging our knowledge of what's possible today. Join a team where complexity doesn't mean confusion but rather a deep dive into understanding, surfacing with clear options...

  • Channel Business Manager

    2 weeks ago

    Schiller Park, United States Hirsch Full time

    Company Description Where Technology Meets Trust Hirsch stands as a global leader in physical security, offering a comprehensive range of physical access control, video intelligence, and analytic-driven security solutions. Our mission is to empower a secure, connected world through digital innovation. Trusted worldwide by an elite group of partners and...

  • Account Manager

    2 weeks ago

    Avon, United States Securitas Full time

    Account Manager Wage: $20.00-23.00/ hour 2 years management experienceBilingual - Spanish preferred We help make your world a safer place. Are you interested in being part of our Security Team? Apply quickly and efficiently online. Weekly pay. Growth opportunities within the company. Health, dental, vision, and more! Employee referral bonus program....

  • Transportation - Sr Account Manager, Transportation - sell Transport to Auctions

    7 days ago

    Lincoln Park, United States ACV Auctions Full time

    What you will do: Actively and consistently support all efforts to simplify and enhance the customer experience.Develop strategies to retain and grow the client base for ACV Transportation including winning back customers and adding new customers that never use ACV TransportDemonstrate innovative thinking and thought leadership by developing strategies to...

  • Account Manager

    3 weeks ago

    Avon Lake, United States Avient Full time

    The Account Manager position for the Color & Additives business in the US & Canada is responsible for developing and delivering profitable growth. The primary focus will be the development of current and target customers based upon a specialized plat Account Manager, Manager, Automotive, Leader, Microsoft, Transportation, Manufacturing, Accounting