188 Sr Account Manager Jobs in Bethesda, MD
club capital is Hiring a Sr Account Manager Near Bethesda, MD
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Health insurance
- Home office stipend
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- Wellness resources
Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..
We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. It’s about having the freedom to approach, own, and solve problems creatively.
Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are a close knit team of smart, friendly, people looking to dominate our niche industry and become the best advisors in the country for our customers. For further insight into the nature of the company go to www.club.capital. We are a young, growing, fully remote firm, with room to grow!
Overview of Position:We are looking for Sr. Account Managers who are passionate about providing small business owners with the best customer experience they have ever seen. As an Account Manager at Club Capital you will help your portfolio of customers receive monthly financial statements and work with them to review their business’ financial statements and establish targets to help them grow their business. At this level, you are expected to be able to understand and perform basic bookkeeping duties for our more complex clients.
The Account Management team is the foundation of our client’s customer experience journey. With their passion, insight, and customer advocacy, this team has helped us achieve exponential growth year over year with >85% of growth coming directly from client referrals.
As a Sr. Account Manager at Club Capital, you will create a business advisory relationship with your clients through email, chat, and Zoom calls on a regular basis. A true cross between accounting and customer success, you will be responsible for coordinating and overseeing the monthly accounting for your client portfolio and facilitating their monthly financial reporting.
Duties / Responsibilities:
- Prepare financial statements to facilitate company decision making
- Oversee processes for monthly close
- Prepare budgets and revenue targets with clients
- Conduct quarterly and ad hoc Growth Sessions with clients to review financial statements, create and adjust budgets, and identify industry trends
- Implement process improvements
- Address payroll questions / concerns and provide first-level troubleshooting
- Communicate effectively with internal owners/management on establish performance expectations
- Manage personal workload to deliver high quality work product on time
- Work across teams to keep others informed of client status (i.e. Club Capital Tax team and status of financials)
- Providing Highly Detailed Analyses, Forecasts, and Budgeting for clients
- No less than 2 years of work experience with 18 months of it in a customer-facing role
- No less than 1 year of bookkeeping experience for multiple clients, ideally SMBs
- An exemplary teammate, ready to wear multiple hats, inspire those around you, and taking pride in yourself for maintaining a professional brand and image
- Good at meeting deadlines and solving problems
- Solid understanding of accounting principles and financial statement presentation
- Well organized and strong attention to detail
- Exceptional client service along with the ability to develop excellent client relationships
- Strong leadership and personnel management skills
- BS in Accounting (preferred)
Benefits: Unlimited PTO policy (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance.
Club Capital LLC is an equal opportunity employer.
This is a remote position.
Job Summary
Full Time
$101k-136k (estimate)
06/04/2024
07/19/2024
club.capital
Bethesda, MD
<25
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The job skills required for Sr Account Manager include Presentation, Account Management, Leadership, Problem Solving, Insight, Customer Success, etc. Having related job skills and expertise will give you an advantage when applying to be a Sr Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sr Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Sr Account Manager positions, which can be used as a reference in future career path planning. As a Sr Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sr Account Manager. You can explore the career advancement for a Sr Account Manager below and select your interested title to get hiring information.
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