H&R Block
Sr. Small Business Account Manager
H&R Block, Des Moines, Iowa, United States,
What You'll Do...
We are looking for an Account Manager to create long-term, trusting relationships with our Small Business clients. The Sr. Account Manager’s role is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients and develop new business from existing clients.
Sr. 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, and delivery of results. 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.
Duties and Responsibilities:
Serve as the lead point of contact for all assigned bookkeeping and payroll clientsOversee entire client acquisition process from client referral to platform onboard, ensuring a great client experience and supporting the client throughout the processResponsible for outreach and follow up of client referrals to maximize conversion to serviceNegotiate contracts and close agreements to meet client’s needs and meet growth targetsAssist client onboarding onto platforms and virtual toolsDevelop and maintain trusting and long-lasting advisor relationships with clientsCommunicate bookkeeping and/or payroll results on behalf of the client with tax professionals who prepare the small business tax returnsResourcefulness. You’ll be building something new. Proactively leveraging available resources and knowing when to ask for helpMaintain a sizable book of business with strong client retention and revenue per client
What You'll Bring To The Team...
2+ Years account management experience2+ years of Accounting or bookkeeping experienceFamiliarity with multiple accounting/ERP systems (QBO, Xero, Sage, etc.)Ability to anticipate customers’ needs and match them with appropriate products and servicesComfort with working under pressure in a fast-paced environmentProven ability to juggle multiple projects at a time, while maintaining sharp attention to detailStrong verbal and written communication skills as well as excellent listening, negotiation and presentation ability as work is completed remotely with clients across the country
It would be even better if you also had...
Experience with CRM or Workflow management software (e.g. Salesforce or other)BA/BS degree in Accounting or FinanceBookkeeping, Payroll, or Accounting certification or experienceCPA certification preferredBasic tax knowledgeProven work experience as an Account Manager, Sales Account Manager, or other relevant role
Bilingual candidates strongly encouraged to apply!
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.#J-18808-Ljbffr
We are looking for an Account Manager to create long-term, trusting relationships with our Small Business clients. The Sr. Account Manager’s role is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients and develop new business from existing clients.
Sr. 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, and delivery of results. 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.
Duties and Responsibilities:
Serve as the lead point of contact for all assigned bookkeeping and payroll clientsOversee entire client acquisition process from client referral to platform onboard, ensuring a great client experience and supporting the client throughout the processResponsible for outreach and follow up of client referrals to maximize conversion to serviceNegotiate contracts and close agreements to meet client’s needs and meet growth targetsAssist client onboarding onto platforms and virtual toolsDevelop and maintain trusting and long-lasting advisor relationships with clientsCommunicate bookkeeping and/or payroll results on behalf of the client with tax professionals who prepare the small business tax returnsResourcefulness. You’ll be building something new. Proactively leveraging available resources and knowing when to ask for helpMaintain a sizable book of business with strong client retention and revenue per client
What You'll Bring To The Team...
2+ Years account management experience2+ years of Accounting or bookkeeping experienceFamiliarity with multiple accounting/ERP systems (QBO, Xero, Sage, etc.)Ability to anticipate customers’ needs and match them with appropriate products and servicesComfort with working under pressure in a fast-paced environmentProven ability to juggle multiple projects at a time, while maintaining sharp attention to detailStrong verbal and written communication skills as well as excellent listening, negotiation and presentation ability as work is completed remotely with clients across the country
It would be even better if you also had...
Experience with CRM or Workflow management software (e.g. Salesforce or other)BA/BS degree in Accounting or FinanceBookkeeping, Payroll, or Accounting certification or experienceCPA certification preferredBasic tax knowledgeProven work experience as an Account Manager, Sales Account Manager, or other relevant role
Bilingual candidates strongly encouraged to apply!
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.#J-18808-Ljbffr