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Account Manager

Company: H&R Block
Location: Chesterfield
Posted on: January 7, 2022

Job Description:

What you'll do...

We are looking for an Account Manager - seasonal to support our initiative to provide help and inspire confidence in Small Business owners. The Account Manager - seasonal role will lead the effort to grow the business by being the first person our prospective Small Business owners meet, inform them of our services and value, and get them set up with the best fit solution for their business. This role is approved for remote work.

Job Summary:
Account Managers - seasonal will be the first point of contact for small business owners interested in bookkeeping and payroll services provided by Block Advisors. You will learn about their business needs and help them explore which solution might be most viable and effective for them. You will be a critical piece of a brand-new team that's helping deliver a great experience for our clients.

Duties and Responsibilities:
Oversee entire client acquisition process from client referral to platform onboard, ensuring a great client experience and supporting the client throughout the process
You will drive adoption of our services amongst interested small business owners
This is predominantly a phone-based inside sales role, responsible for:
Selling. You own your pipeline of leads and everything about them. Your sales are our growth. You will nurture leads beyond consultation where necessary, keeping the sales funnel prioritized and growing
Strategizing. You will be an important player in building and improving process/infrastructure for our sales cycle
Resourcefulness. You'll be building something new. Proactively leveraging available resources and knowing when to ask for help

It would be even better if you also had...

Preferred skills:
Experience with CRM, Xero, Small Business Service, Client Service
BA/BS degree in Business Administration, Sales or relevant field
Bookkeeping, Payroll, or Accounting certification or experience
Bilingual candidates strongly encouraged to apply!

What you'll bring to the team...

Account management experience
At least 1 year of experience in inside sales
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

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Keywords: H&R Block, Chesterfield , Account Manager, Executive , Chesterfield, Missouri

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