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The Account Manager responds to client inquiries, both technical and non-technical, general accounting and tax, and inDinero/QBO account related. The Account Manager’s functions include coordinating communication between client and Pod members as needed, following up on any client-related issues, tax deadlines or special projects requested by Pod members (technical and non-technical) and driving the client communication process in general. This role is crucial to InDinero’s success as it helps set the foundation of the inDinero early-stage client experience. Along with other team members, the Account Manager actively owns the relationships of their assigned clients.
What you’ll do:
- Serve as primary point of contact for a portfolio of some of the coolest and most innovative companies in the world.
- Be a key revenue contributor by upselling clients to new service offerings and ensure extremely high client retention.
- Build personal relationships with clients, ensuring that they are completely satisfied with our software and service.
- Help clients integrate into our systems and coordinate with multiple project teams to do so.
- Get clients psyched about the new features/services we are releasing and teach them how to best leverage and tailor them to their needs.
Desired Skills and Experience
- Extremely strong communication skills (written and verbal).
- A passion for working with clients– helping them succeed and building strong and long-lasting relationships with them.
- Hustle and motivation to upsell clients to higher levels of service. We only ever sell clients on things they NEED, but you must be comfortable selling to be in this role.
- Great listening skills, honed-in to figure out how you can best support clients while also collecting important feedback to help guide the executive team.
- Meticulous attention to detail and ability to stay extremely organized in a fast-moving environment.
- Strong research skills to figure out answers to questions you don’t already know.
- A desire and aptitude to learn, master, and teach.
- Phenomenal teamwork skills. We are a team through-and-through, and our success is entirely dependent on working together.
Requirements
- Bachelor’s degree or equivalent experience
- Sales/Account Management experience required.
- Proficiency in Excel and Google Suite Products
- Experience in accounting, business, or entrepreneurship highly preferred
- Experience with QBO, Karbon and Bill.com preferred
- Ability to work cross-culturally and cross-functionally.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Work From Home
- Wellness Resources
