SMB Account Manager

H&R Block

Full-time - Entry Level

10,001+ employees

Professional, Scientific, and Technical Services

About the position

The SMB Account Manager at H&R Block is responsible for building and maintaining long-term relationships with small business clients, serving as their primary point of contact for bookkeeping and payroll services. This role involves overseeing a portfolio of clients, ensuring high-quality service delivery, and identifying new business opportunities. The Account Manager acts as a trusted advisor, helping clients navigate their accounting needs and ensuring compliance with relevant regulations.

Responsibilities

• Serve as the lead point of contact for all assigned bookkeeping and payroll clients.
• Oversee the entire client acquisition process from referral to onboarding, ensuring a great client experience.
• Responsible for outreach and follow-up of client referrals to maximize conversion to service.
• Negotiate contracts and close agreements to meet client needs and growth targets.
• Assist client onboarding onto accounting and payroll platforms.
• Examine and request source documentation and financial statements.
• Review client 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 payroll results on behalf of the client with tax professionals.
• Research payroll laws and financial accounting for compliance with GAAP.

Requirements

• High school diploma or equivalent.
• One year of account management experience.
• Strong verbal and written communication skills.
• Excellent listening, negotiation, and presentation abilities.
• Proven ability to manage multiple account management projects with attention to detail.
• Experience delivering client-focused solutions to customer needs.
• Solid experience with CRM software (e.g., Salesforce).
• Demonstrable ability to communicate, present, and influence key stakeholders.
• Ability to work under pressure in a fast-paced environment.
• Advanced problem resolution skills.