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 assigned bookkeeping and payroll clients.

• Manage the complete client acquisition process, from referrals to onboarding on the platform.

• Ensure an excellent client experience and provide support throughout the acquisition journey.

• Conduct outreach and follow up on client referrals to maximize service conversion rates.

• Negotiate contracts and finalize agreements to align with client needs and growth objectives.

• Assist clients with onboarding to platforms and virtual tools.

• Build and sustain trusting, long-term advisory relationships with clients.

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

• Proactively utilize available resources and seek assistance when necessary.

• Maintain a substantial book of business with strong client retention and revenue per client.

• Act as a liaison between small business clients and internal functional teams.

• Identify new business opportunities within existing client relationships.

⛳️ Requirements

• High school diploma or its equivalent.

• Capacity to anticipate customer needs and align them with suitable products and services.

• Minimum of 2 years of account management experience.

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

• Ability to thrive under pressure in a fast-paced environment.

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

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

• Strong research capabilities.

• Preferred: Bachelor’s degree in Finance.

• Preferred: 2+ years of experience in accounting or bookkeeping.

• Preferred: Basic knowledge of tax regulations.

• Preferred: Certified Public Accountant (CPA) certification.

• Preferred: Exceptional communication and customer service abilities, 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 qualifying associates and eligible 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.

• Continuous learning opportunities.

• Support for personal and professional life both in and outside of work.