Vacancy expired!
- 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 accounting and payroll platforms and virtual tools
- Review financial statements for accuracy, making manual journal entries and corrections as needed
- 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
- Experience with CRM, Xero, Small Business Services, Client Service
- BA/BS degree in Business Administration, Sales or relevant field
- 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
- Account management experience
- Accounting or bookkeeping experience and theory knowledge
- Ability to anticipate customers' needs and match them with appropriate products and services
- Comfort with working under pressure in a fast-paced environment
- Experience with CRM or Workflow management software (e.g. Salesforce or other)
- 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
- ID: #23525790
- State: Missouri Kansas city 64105 Kansas city USA
- City: Kansas city
- Salary: TBD
- Job type: Corporate
- Showed: 2021-11-26
- Deadline: 2022-01-22
- Category: Et cetera