Job Information
H&R Block Senior SMB Account Manager in Remote, Missouri
554841BR
Title:
Senior SMB Account Manager
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 clients
Oversee entire client acquisition process from client referral to platform onboard, ensuring a great client experience and supporting the client throughout the process
Responsible for outreach and follow up of client referrals to maximize conversion to service
Negotiate contracts and close agreements to meet client’s needs and meet growth targets
Assist client onboarding onto platforms and virtual tools
Develop and maintain trusting and long-lasting advisor relationships with clients
Communicate bookkeeping and/or payroll results on behalf of the client with tax professionals who prepare the small business tax returns
Resourcefulness. You’ll be building something new. Proactively leveraging available resources and knowing when to ask for help
Maintain a sizable book of business with strong client retention and revenue per client
Job ID:
554841BR
Address1:
Home Office - MO
City:
Remote
State:
Missouri
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.
Employee Type:
Regular
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 Finance
Bookkeeping, Payroll, or Accounting certification or experience
CPA certification preferred
Basic tax knowledge
Proven work experience as an Account Manager, Sales Account Manager, or other relevant role
Bilingual candidates strongly encouraged to apply!
What you'll bring to the team... :
2+ Years account management experience
2+ years of Accounting or bookkeeping experience
Familiarity with multiple accounting/ERP systems (QBO, Xero, Sage, etc.)
Ability to anticipate customers’ needs and match them with appropriate products and services
Comfort with working under pressure in a fast-paced environment
Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail
Strong verbal and written communication skills as well as excellent listening, negotiation and presentation ability as work is completed remotely with clients across the country
Posting Title:
Sr. Small Business Account Manager
Sponsored Job:
#hrbjob #LI-REMOTE
Job Family:
Field Operations
WOTC Eligibility Check:
No