Join Our Team as a Client Acquisition Agent
Position: Client Acquisition Agent
Type: Independent Contractor
Compensation: Success-Based Pay
About Us:
At Accountants 2.0, we are dedicated to revolutionizing the accounting industry. With our proprietary platform, we empower accounting professionals with advanced technology solutions, strategic client connections, and robust marketing strategies. Our mission is to help accountants, bookkeepers, tax professionals, and advisors deliver quality, profitable services by removing the complexities of marketing and sales.
Role Overview:
We are seeking an experienced and motivated Firm Account Manager to join our team. In this pivotal role, you will scout new accounting and bookkeeping firms, present our innovative services, and manage their integration into our system. Your efforts will play a key role in building and maintaining lasting relationships that ensure the success of both the firms and our company.
Key Responsibilities:
Identify and engage with potential new clients based on the firm’s target market and specifications.
Present the offerings of our firm owner clients to potential new clients.
Lead the process of signing new clients and passing them to the firm’s onboarding team, utilizing both automation and personal outreach.
Manage and nurture client relationships to ensure their ongoing satisfaction and success.
Collaborate closely with Firm Owners, the Campaign Manager, and Firm Account Managers to ensure cohesive strategies and successful outcomes.
Track and monitor key success metrics, including closing ratios, net promoter scores, and other performance indicators.
Provide regular reports on client success and relationship health to stakeholders.
Update, add, and follow Standard Operating Procedures, as well as ensure other team members do as well.
Qualifications:
Proven experience in client acquisition, sales, or business development, preferably within the accounting or professional services sector.
Strong presentation and communication skills to effectively convey our offerings to potential clients.
Excellent relationship-building and management skills to maintain positive, long-term client engagements.
Ability to work collaboratively with various teams and stakeholders to achieve common goals.
Analytical skills to track performance metrics and make data-driven decisions.
Use of CRM tracking tools, and an understanding of services in the accounting industries.
Self-motivated, results-driven, and able to thrive in a success-based compensation model.
Why Join Us:
Work with a passionate team dedicated to the success of accounting professionals.
Enjoy the flexibility and independence of a contractor role.
Benefit from a success-based compensation model that rewards your hard work and results.
Produce a lucrative recurring income from multiple campaigns with many clients.
How to Apply:
If you are a proactive, results-oriented professional eager to help accounting firms thrive, we encourage you to apply. To apply, please fill out the application form, attach your resume and a cover letter detailing your relevant experience and why you are an ideal fit for this role. Once all documents are ready, click the 'Apply Now' button to submit your application.
We are eager to welcome new Client Acquisition Agents who are poised to make a significant impact on both our success and that of our clients!
The information provided on this website is for general informational, educational, and entertainment purposes only and does not constitute financial, tax, legal, or other professional advice. While we endeavor to provide accurate and up-to-date information, all content available through our site is provided "as is," without any guarantees, representations, or warranties of any kind. You should not act or rely on any information from this website without consulting a qualified professional in the relevant field.
Accountants 2.0 provides a platform to help professional firms expand their service offerings by connecting them with independent third-party providers of financial, tax, and related professional services. While we facilitate these connections, Accountants 2.0 does not provide any of these services directly and assumes no responsibility for the work, quality, or outcomes of any third-party provider. By using our sites and platforms, service providers agree that Accountants 2.0 acts solely as an intermediary and does not supervise or validate the work or credentials of any third-party provider. Providers are encouraged to conduct their own due diligence on selected third-party partners to ensure they meet all necessary standards for their practice and clientele.
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