Account Manager for a US Accounting Firm

We are looking for an Account Manager to act as the first point of contact with existing customers, answer their queries, and increase client satisfaction.

If you enjoy developing effective solutions and working toward achieving goals, this job is right for you. You will use your communication skills to identify and address clients’ needs while positively representing our company. Previous customer service experience will be an advantage.

The Account Manager will report to and be directed by the Senior Account Manager to assist in meeting clients' needs. You will work directly with the accounting team to ensure that deadlines are being met with the highest quality.

Ultimately, you will contribute to building profitable, long-term relationships with our client partners to reach business objectives.

Responsibilities

Gather information on assigned clients
Ensure prompt and accurate answers to clients’ queries
Build strong client relationships through regular communication
Report on the status of accounts
Be a Liason between the accounting team and the client to ensure that their questions are answered.

Requirements and skills

Be open to learning new things, confidently
Proven work experience as a Junior Account Manager
Excellent written and verbal communication with internal and external parties
Ability to project manage internal tasks
You are comfortable making calls and troubleshooting issues
You can build out training and SOPs
Experience with QBO
Tech savvy and can pick up new systems quickly
2-3 years of accounting experience in Full Cycle Bookkeeping and Payroll
Understanding of accounting principles and ability to deliver excellent customer experience
Strong (verbal and written) communication skills with an ability to build relationships
Effective presentation and negotiation skills
A high degree of professionalism
Good time-management skills with a problem-solving attitude

Tasks for the Account Manager

Manage Bills and Payment Processes
Manage Invoicing
Work with the Accounting team to manage Account Receivables
Follow up on A/R-related emails
New Customer Onboarding
New Vendor Onboarding
Confirm Items with Clients
Transactions
Connect Bank Accounts
Get Bank Access
Work with the accounting team on the Month End Close
The Senior Account Manager has the final review
Assist in creating SOPs
Assist Senior Account Manager as needed