Overview of Position:
We are looking for 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.
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 an 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.
Club Capital is a young, growing firm, with room to grow! We have offices in Bethesda but the option for remote work has always been part of our model.
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)
Requirements / Qualifications:
No less than 2 years of work experience with 18 months of it in a customer-facing role
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)
Additional Information:Salary:
Competitive. Individuals are compensated commensurate with experience and productivity.
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.