Sr Account Manager

3 weeks ago

Bethesda, United States Club Capital LLC Full time

Club Capital

Club Capital LLC is a rapidly growing Accounting, Tax, and CFO Services firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, self-service payroll, bookkeeping, industry analytics, and benchmarking services. Operating through the cloud for our clients, Club Capital staff work primarily on premises in our Bethesda, MD headquarters but have been able to easily adapt to a remote workforce.

Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..

We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. It’s about having the freedom to approach, own, and solve problems creatively.

Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are a close knit team of smart, friendly, people looking to dominate our niche industry and become the best advisors in the country for our customers. For further insight into the nature of the company go to www.club.capital.

Overview of Position:

We are looking for Sr. Account Managers who are passionate about providing small business owners with the best customer experience they have ever seen. As an Account Manager at Club Capital you will help your portfolio of customers receive monthly financial statements and work with them to review their business’ financial statements and establish targets to help them grow their business.

The Account Management team is the foundation of our client’s customer experience journey. With their passion, insight, and customer advocacy, this team has helped us achieve exponential growth year over year with >85% of growth coming directly from client referrals.

As an Sr. Account Manager at Club Capital, you will create a business advisory relationship with your clients through email, chat, and Zoom calls on a regular basis. A true cross between accounting and customer success, you will be responsible for coordinating and overseeing the monthly accounting for your client portfolio and facilitating their monthly financial reporting.

Club Capital is a young, growing firm, with room to grow We have offices in Bethesda but the option for remote work has always been part of our model.

Duties / Responsibilities:

Prepare financial statements to facilitate company decision making

Oversee processes for monthly close

Prepare budgets and revenue targets with clients

Conduct quarterly and ad hoc Growth Sessions with clients to review financial statements, create and adjust budgets, and identify industry trends

Implement process improvements

Address payroll questions / concerns and provide first-level troubleshooting

Communicate effectively with internal owners/management on establish performance expectations

Manage personal workload to deliver high quality work product on time

Work across teams to keep others informed of client status (i.e. Club Capital Tax team and status of financials)

Providing Highly Detailed Analyses, Forecasts, and Budgeting for clients

Requirements / Qualifications:

No less than 2 years of work experience with 18 months of it in a customer-facing role

An exemplary teammate, ready to wear multiple hats, inspire those around you, and taking pride in yourself for maintaining a professional brand and image

Good at meeting deadlines and solving problems

Solid understanding of accounting principles and financial statement presentation

Well organized and strong attention to detail

Exceptional client service along with the ability to develop excellent client relationships

Strong leadership and personnel management skills

BS in Accounting (preferred)

Additional Information: Salary:

Competitive. Individuals are compensated commensurate with experience and productivity.

Benefits: Unlimited PTO policy (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance.

Club Capital LLC is an equal opportunity employer.

This is a remote position.

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