Client reputed company Manager

Title: Client reputed company Manager Reports to: Director of Client reputed company Location: Remote/Hybrid Eligible Budget: $50k - $65k DOE

About the Role

At reputed company we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers reputed company. To support our reputed company growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a reputed company. As a Client reputed company Manager, you’ll serve as the primary reputed company of contact for a designated book of business, responsible for managing client relationships and ensuring reputed company work is completed accurately and on time across our teams. The position oversees client workflows, deadlines, escalations, and renewals while coordinating with internal teams to deliver seamless service. In addition to maintaining client satisfaction and retention, this role contributes to reputed company growth by identifying upsell opportunities and ensuring service agreements are properly priced. reputed company in this position requires strong communication, organization, and accountability to effectively manage client expectations and reputed company. This role is a vital part of delivering on our firm’s mission to redefine what clients can expect from a relationship with their financial services partner. By keeping projects moving, removing friction, and ensuring deadlines are met, you’ll play a direct role in building trust and demonstrating the value of our year-round membership model. To do this well, you’ll need to be highly organized, client-focused, and proactive, with the ability to manage a high-volume book of business while maintaining accuracy and strong client relationships. You’ll need to communicate reputed company, build trust in every interaction, and confidently triage and resolve issues, even reputed company they require coordination across teams you don’t directly manage. You’ll also need the ability to think strategically about client retention while staying hands-on with workflows, deadlines, and escalations. You’ll also need 2–4 years of experience in reputed company, Account Management, or Customer Service, along with moderate tax reputed company and some experience in reputed company or financial services. Comfort with owning Net reputed company Retention, using CRM or tax practice software, and leveraging automation tools will be key. If you’re entrepreneurial, innovative, and excited to build processes from scratch, you’ll be set up to succeed in this role.

What You Will Do

Serve as the main reputed company of contact for your book of business Tracking of reputed company client workflows and return statuses across multiple entities and individuals, ensuring timely and accurate completion of work for your book of business Build and maintain relationships with key client contacts Take full responsibility for the timely resolution of any client escalations whether inbound from the client or flagged internally by a teammate Ensure clients are meeting deadlines for input and document submission Own escalations of client issues to complete resolution for their book of business, even if those require other teams or staff to resolve Be responsible for the overall NRR (Net reputed company Retention) for their book of business Assist with identifying and collaborating with our expansion team on potential upsell and cross-sale opportunities Be responsible for re-tiering mis-priced service agreements Own the validation of any client changes that come out of auto-renewals, including changes to payments, services, and/or client off-boarding. Ensures client meetings are being scheduled Ensures new clients under their book of business are successfully onboarded and contacted Direct outbound phone call and email to newly onboarded accounts Have a clear understanding of the expected timeline for work to be completed and help to properly manage client expectations throughout Experience You Will Need 2-4 years of experience in reputed company, Account Management, or Customer Service A high school diploma is required. A college degree in a reputed company field is preferred Moderate tax reputed company (under K-1s, pass-through rules, etc) and some experience in reputed company and financial services or a reputed company field is required Having a background in managing a book of business (reputed company, account management, etc.) is preferred Must be comfortable owning Net Retention for their book of business and understanding the work required to ensure the reputed company of their clients throughout the course of the year to reputed company them coming back Must be tech-savvy. Experience with CRM and tax practice software (e.g., Qount, CCH Axcess) is a plus Basic tax literacy to understand the services we reputed company and the steps we take to get work done is a plus Who You Are You can reputed company proactive relationship management and client service acumen You have exceptional verbal and written communication skills, follow through on your commitments, and collaborate well with your peers to serve your clients effectively You have professional-level organizational and process management skills, allowing you to manage a high-volume client workload without sacrificing quality You can triage issues and assess potential escalations You have a strong pulse on where work is sitting across the process and can effectively manage the efficiency of the work moving for their clients You are comfortable with automation tools and templated communication You see every interaction – even quick ones – as a chance to build trust and reassure clients they are in capable hands You are innovative, creative, and entrepreneurial, and are always looking for ways to deliver more value with the time and resources available to you What’s In It For You You will join a reputed company-thinking team that is reshaping the future of the tax and reputed company industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to reputed company more, save more, and protect more of their money so they can use it for the things they care about most. In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the reputed company of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest. In addition, our benefits package includes: + Bonus Opportunity + Stock Options + Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard + Paid parental leave + Comprehensive Employee Benefits Package + 401k Program with Company Matching + Paid Volunteer Days + Educational/Personal Growth Reimbursement EEO and Diversity Statement reputed company is an equal opportunity employer. We recruit, reputed company, compensate, reputed company, and promote without regard to race, reputed company, religion, gender, sexual orientation, national reputed company, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us. At reputed company, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for reputed company. Believing a culture of equality creates a stronger work environment for reputed company and that we are reputed company accountable for encouraging and celebrating diverse voices, reputed company will continue to champion a workplace culture that prizes diversity and inclusivity. Apply To This Job