Small Business Account Manager

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Act as the primary point of contact for all designated bookkeeping and payroll clients.

• Manage the complete client acquisition process from referrals to platform onboarding, ensuring an exceptional client experience and providing support throughout.

• Conduct outreach and follow up with client referrals to optimize service conversion.

• Negotiate contracts and finalize agreements to fulfill client requirements and achieve growth objectives.

• Assist clients with onboarding to platforms and virtual tools.

• Build and sustain trustworthy and long-term advisor relationships with clients.

• Communicate bookkeeping and/or payroll results to tax professionals preparing small business tax returns on behalf of clients.

• Proactively utilize available resources and seek assistance when necessary.

• Manage a substantial book of business with high client retention and revenue per client.

• Oversee a portfolio of assigned bookkeeping clients.

• Lead the client transition processes for assigned clients.

• Generate new business opportunities from existing clients.

• Collaborate with fulfillment teams and serve as a liaison between small business clients and internal functional teams.

• Address client inquiries and identify new business opportunities among current clients.

⛳️ Requirements

• High school diploma or equivalent.

• Ability to anticipate client needs and align them with suitable products and services.

• A minimum of 2 years of account management experience.

• Basic knowledge of Generally Accepted Accounting Principles (GAAP), accounting theory, and payroll theory/payroll taxation.

• Comfortable working under pressure in a dynamic environment.

• Familiarity with various accounting/Enterprise Resource Planning (ERP) systems (e.g., QBO, Xero, Sage, etc.).

• Proven ability to manage multiple projects simultaneously while maintaining a keen attention to detail.

• Strong research abilities.

• Preferred: Bachelor's degree in Finance.

• Preferred: Over 2 years of accounting or bookkeeping experience.

• Preferred: Basic knowledge of tax principles.

• Preferred: Certified Public Accountant (CPA) certification.

• Preferred: Outstanding communication and customer service skills, including strong verbal and written communication, listening, negotiation, and presentation skills.

• Preferred: Experience with customer relationship management (CRM) or workflow management software (e.g., Salesforce or similar).

🏝️ Benefits

• Medical and prescription drug coverage for eligible associates and their dependents.

• 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 Preparation benefit.

• Competitive compensation.

• Comprehensive benefits package.

• Support for personal and professional life.

• Opportunities for continuous learning.

• A high-performing, connected culture built on strong relationships.