Account Manager

Account Manager at FirmOS Inc.

Form: https://rb.gy/8ybhxs

ATTENTION: Candidates who do not complete the form WILL NOT be considered.

FirmOS Inc. is looking for a motivated Account Manager to join our team and manage relationships with accounting firm owners and fractional CFOs. If you excel in client relations, strategic consulting, and driving customer success, this role offers an exciting opportunity to make a real impact.

What You’ll Be Doing
As an Account Manager at FirmOS, you will be the key point of contact for our clients, ensuring they receive top-tier service and strategic support. Your consolidated responsibilities will include:
- Client Consulting & Reporting: Conduct bi-weekly meetings with accounting firm owners and fractional CFOs to review progress, share insights, and discuss key performance metrics. You’ll ensure all client interactions align with their business goals and improve overall satisfaction.
- SLA Compliance & Customer Success: Ensure all customer correspondence meets Service Level Agreement (SLA) requirements, with a focus on maintaining high responsiveness and accuracy. You'll track key success metrics such as customer satisfaction, churn rates, and upsell conversions.
- Retention & Upsell Strategies: Drive client retention by delivering exceptional service and improving Net Promoter Scores (NPS). Identify upsell and cross-sell opportunities during customer interactions and earn incentives based on successful conversions and retention.
- Reporting & Communication: Confidently present reports and insights, ensuring effective communication with clients in both written and spoken English. You’ll also prepare and distribute detailed agendas for client meetings to ensure clear action points.
- Proactive Problem-Solving: Identify potential issues before they affect client satisfaction and provide recommendations for solutions. Your goal will be to enhance the overall client experience while preventing churn.
- Testimonial & Feedback Collection: Regularly gather client testimonials and work to ensure clients are satisfied enough to contribute positive reviews for case studies.

You’re Probably a Match If You Have
- Strong Client Management Experience: Proven ability to manage client relationships, providing strategic insights and driving customer success.
- Excellent Communication Skills: Strong verbal and written communication skills, with the ability to clearly present ideas to sophisticated clients.
- Proactive Problem-Solving Abilities: Ability to identify potential issues and resolve them before they escalate, always aiming for a positive customer experience.
- Upselling and Cross-Selling Expertise: Experience identifying opportunities for upsells or cross-sells during customer interactions, with a focus on driving additional revenue.
- Customer Success Focus: Experience in tracking customer success metrics and continuously improving service delivery based on these insights.

About FirmOS Inc.
FirmOS Inc. is a US-based software company dedicated to transforming the accounting industry. Our custom operating systems are designed to streamline operations and improve the enterprise value of accounting firms. As an early-stage startup, we are growing rapidly and offer numerous opportunities for team members to advance their careers in a fast-paced and collaborative environment.

A Glimpse of What We Offer
- Compensation: $6 per hour with performance-based cash incentives for retention and upsells.
- Flexible Work Environment: Fully remote, providing flexibility and autonomy.
- Career Growth: Opportunities to grow into senior roles within the company.
- Learning Opportunities: Expand your skills in client management, strategic consulting, and driving customer success metrics.

Work Environment:
- Fully Remote: Enjoy the flexibility of working remotely while maintaining close communication with the team.
- Collaborative Team: Join a supportive and innovative team where your contributions are valued.
- Impactful Work: Play a pivotal role in improving customer satisfaction and retention, driving the success of our clients and FirmOS.

At FirmOS Inc., we value innovation, efficiency, and a commitment to excellence. Join us and help revolutionize the accounting industry with cutting-edge solutions."