Join Our Team as a Firm Account Manager

Position: Firm Account Manager

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:

  • Proactively identify and engage potential new firm clients, presenting our unique offerings and services.

  • Lead the signing process for new firms and manage their onboarding with support from our admin and technical teams.

  • Develop and maintain strong relationships with firm owners to ensure their ongoing satisfaction and success.

  • Collaborate with Campaign Managers and Client Acquisition Agents to align strategies and maximize client outcomes.

  • Monitor key performance indicators, such as closing ratios and net promoter scores, to track and report firm success.

  • Adhere to and update Standard Operating Procedures, ensuring compliance across the team.

Qualifications:

  • Proven track record in account management, business development, or sales within the accounting or professional services sectors.

  • Strong presentation and communication skills, capable of effectively promoting our services.

  • Excellent relationship-building skills, with the ability to foster and maintain positive client relationships.

  • Collaborative mindset, with experience working alongside diverse teams to achieve business goals.

  • Analytical ability to utilize performance metrics for strategic planning and decision-making.

  • Proficiency with CRM tools and a solid understanding of marketing and sales strategies.

  • Self-driven and results-oriented, thriving in a performance-based pay structure.

Why Join Us:

  • Be part of a passionate team dedicated to transforming the accounting profession.

  • Enjoy the flexibility and autonomy of an independent contractor role.

  • Benefit from a compensation model that rewards performance and results.

  • Earn a lucrative, recurring income through engagements with multiple firms.

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 excited to potentially welcome new Firm Account Managers who are ready to make a significant impact on both our success and that of our clients!

Call:

(888)-857-5750

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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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