Small Business Account Manager

H&R Block • MO, US • published 2026-09-23 11:43:00.862336

Description

About the Role: We are looking for an Account Manager to create long\-term, trusting relationships with our small business clients. The Account Manager’s role is to oversee a portfolio of assigned bookkeeping, lead client transition process for assigned clients, and develop new business from existing clients. As an Account Manager, you are the business partner and accounting department for our small businesses. You will help small businesses succeed as a trusted advisor. In this role, you will have oversight of the entire client acquisition process including developing strong relationships with small business clients, partnering with fulfillment teams, and delivering results. You will answer client queries and identify new business opportunities among existing clients. As an account manager, you are the liaise between small business clients and all functional internal teams. **Day to****d****ay,****y****ou’ll****…*** 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 * Conduct outre...

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