SMB Account Manager

4 weeks ago


Florida, United States H&R Block Full time

Job Title: SMB Account Manager

We are seeking an experienced Account Manager to join our team at H&R Block. As an Account Manager, you will be responsible for building and maintaining strong relationships with our small business clients, providing them with exceptional service and support.

Key Responsibilities:

  • Develop and maintain trusting relationships with clients
  • Oversee client acquisition process from referral to onboarding
  • Negotiate contracts and close agreements
  • Assist clients with onboarding onto accounting and payroll platforms
  • Review client financial statements for accuracy
  • Communicate bookkeeping and payroll results to tax professionals

About H&R Block:

H&R Block is a people company that provides help and inspires confidence in our clients and communities everywhere. We are committed to diversity and inclusion and are proud to be an equal opportunity employer.

Requirements:

  • High school diploma or equivalent
  • Strong verbal and written communication skills
  • Excellent listening, negotiation, and presentation abilities
  • Proven ability to juggle multiple account management projects
  • Experience with CRM software
  • One year of account management experience

We are looking for a highly motivated and organized individual who is passionate about building strong relationships with clients and providing exceptional service. If you are a team player with excellent communication skills and a strong work ethic, we encourage you to apply.



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