Missouri Licensed Small Business Account Manager

Job Summary

A company is looking for a Small Business Account Manager to oversee a portfolio of bookkeeping and payroll clients while developing new business relationships.

Key Responsibilities

• Serve as the primary contact for assigned bookkeeping and payroll clients
• Oversee the client acquisition process and ensure a positive client experience
• Negotiate contracts and communicate financial results to clients and tax professionals

Required Qualifications, Training, and Education

• High school diploma or equivalent
• One year of account management experience
• Experience with CRM software
• Basic tax knowledge is preferred
• Bookkeeping, payroll, or accounting certification or experience is a plus