• Cultivate and maintain ongoing customer relationships by assessing customer needs, understanding business requirements, and managing overall expectations. • Identify opportunities for expansion and collaborate with the sales team to close opportunities for additional products or services. • Effectively expand customer utilization of the products and services via professional services. • Maintain awareness of the customer environment and promote alternative products or services as solutions. • Proactively review customer usage and service case activity to identify and mitigate potential service escalations. • Act as an escalation point for the Technical Support team to assist in the resolution of customer-related issues. • Proactively schedule regular account reviews with customers. • Share best practices and help maximize the value of our products and services to the customer. • Become a recognized expert in the assigned vertical focused customer base. • Maintain subject matter expertise in Everbridge products. • Represent understanding of customers' businesses (strategy and operations). • Consistently and effectively use our CRM, Salesforce • Consistently meet or exceed renewal and growth sales objectives and monthly key performance indicators.

• Define and execute a global liquidity acquisition and retention strategy aligned with the company's growth objectives and product roadmap. • Set and deliver against quarterly and annual revenue, volume, and spread targets tied to liquidity provider activity. • Build and lead a high-performing account management team across multiple regions; establish KPIs, workflows, and a culture of accountability. • Own the end-to-end lifecycle of liquidity provider relationships — from prospecting and onboarding through to ongoing optimization and expansion. • Negotiate commercial terms, fee structures, and SLAs with Tier-1 and Tier-2 market makers, OTC desks, and algorithmic trading firms. • Monitor and analyze liquidity quality metrics (spread, depth, fill rates) and work with providers to continuously improve execution performance. • Partner closely with Trading, Product, Engineering, Compliance, and Legal teams to ensure seamless onboarding, API integration, and regulatory alignment. • Maintain deep expertise in global market microstructure, regulatory developments, and competitive dynamics across centralized and decentralized venues. • Represent the company at industry conferences, institutional roundtables, and partner events to strengthen brand positioning and expand the partner pipeline.

• Skilled in leveraging your business acumen and analytical abilities to strategically assess and help reach merchant’s goals • Comfortable synthesizing complex data sets and using data to tell a compelling story • Excited to prioritize and manage multiple projects across different departments, while motivating and collaborating with others to achieve measurable results. • Ability to understand and anticipate clients existing and future needs in depth and develop compelling solutions to meet client needs • Build and maintain strong, long-lasting customer relationships through amongst other things, undertaking of client visits and completion of quarterly business reviews. • On occasion, oversee the integration of clients to Nuvei platform, while working closely with the technical team to discuss the development of new features for merchants. • Achieving targets and goals while continually reviewing individual client account management plans. • Forecasts and track client account metrics. • Positioned as an expert payments advisor, keeping abreast of ongoing changes. regulation and competitive overview.

Our Company We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do... We are looking for an Accounting Professional to create long-term, trusting relationships with our Small Business clients by serving as their Account Manager. The Account Manager’s role is to oversee a portfolio of assigned bookkeeping and payroll clients and develop new business from existing clients.  Account Managers are the business partner and accounting department for our small businesses. They help small businesses succeed as trusted advisors. Account Managers are responsible for the oversight of the entire client acquisition process, development of strong relationships with small business clients, partnering with fulfillment teams, overseeing client production quality assurance, and delivering results and reports. Account Managers will answer client queries and identify new business opportunities among existing clients. In this role, Account Managers are the liaison between small business clients and all functional internal teams. Day to day, you'll... - Serve as the lead point of contact for all assigned bookkeeping and payroll clients - Oversee entire client acquisition process from client referral to platform onboarding, ensuring a great client experience and supporting the client throughout the process - Responsible for outreach and follow up of client referrals to maximize conversion to service - Negotiate contracts and close agreements to meet client’s needs and meet growth targets - Assist client onboarding onto accounting, payroll platforms, and virtual tools - Examine and request source documentation and financial statements - Review client financial statements for accuracy, making manual journal entries and corrections as needed - Develop and maintain trusting and long-lasting advisor relationships with clients - Communicate bookkeeping and/or payroll results on behalf of the client with tax professionals who prepare the small business tax returns - Research various payroll laws and requirements along with financial accounting research for compliance with Generally Accepted Accounting Principles (GAAP) What you'll bring to the team... - High school diploma or equivalent - Ability to anticipate customer needs and match them with appropriate products and services - One year Account management experience - Advanced problem resolution skills and communication abilities - Comfort with working under pressure in a fast-paced environment - Demonstrable ability to communicate, present, and influence key stakeholders - Excellent listening, negotiation, and presentation abilities - Experience delivering client-focused solutions to customer needs - Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail - Solid experience with CRM software (e.g. Salesforce or other) - Strong verbal and written communication skills as you will work remotely with clients across the country It would be even better if you also had... - BA/BS degree in business administration, sales or relevant field - Basic tax knowledge - Bilingual skills are preferred - Bookkeeping, payroll, or accounting certification or experience - Certified Public Accountant (CPA) - Experience with CRM, Xero, Small Business Service, Client Service Why work for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com. Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range $25.10 - $37.64/Hr. Sponsored Job #LI-CS1