• 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

About the Role Solutions by Text (SBT) is seeking an Account Manager to own and grow a portfolio of existing customers with a primary mandate of revenue retention (GRR) and a secondary mandate of account expansion through payments and new messaging use cases. This role is accountable for ensuring customers are operationally successful, commercially retained, and positioned to expand across SBT’s evolving product portfolio—including payments and non-collections use cases such as lifecycle marketing. The Account Manager will manage approximately 50 accounts, partnering closely with Customer Success to proactively manage risk, drive adoption, and deliver measurable revenue outcomes. This position blends disciplined account management, data-driven expansion strategy, and cross-functional execution, and is critical to scaling SBT’s customer growth engine. Key Responsibilities Revenue Retention & Renewal Ownership (Primary Focus) - Own gross revenue retention (GRR) for assigned accounts, with accountability for renewals, downsell prevention, and churn mitigation. - Proactively identify accounts at risk of contraction or churn using health signals, usage data, and Customer Success inputs. - Develop and execute retention action plans in partnership with Customer Success for at-risk accounts. - Lead renewal strategy, including pricing discussions, contract modifications, and value reinforcement tied to customer outcomes. - Maintain a rolling renewal forecast that clearly identifies: - Renewal timing - Expected outcome (flat, upsell, downsell) - Risk level and mitigation plan - Associated ARR impact Account Growth & Expansion (Secondary Focus) - Execute structured account planning to identify expansion opportunities within existing customers. - Drive incremental ARR through: - Payments adoption and volume growth - Expansion into new messaging use cases, including lifecycle marketing and event-driven communications - Partner closely with the Payments team to: - Identify customers with payment traffic potential - Position and introduce SBT payments capabilities - Track payment adoption and revenue contribution - Translate customer business goals and usage patterns into concrete expansion proposals with clear ROI. - Maintain an expansion pipeline tied to account plans, renewal cycles, and customer maturity. Customer Program Execution & Outcomes - Design and operationalize customer-specific programs that drive: - Product adoption - Usage growth - Event-driven revenue - Ensure customers are successfully launching and scaling new use cases in coordination with Customer Success. - Monitor program performance and adjust strategies based on results and customer feedback. - Act as the commercial owner of customer initiatives while Customer Success leads delivery and adoption. Customer Success Partnership & Cross-Functional Collaboration - Operate in tight alignment with Customer Success, with shared accountability for account health, retention, and growth. - Clearly delineate responsibilities: - Customer Success: adoption, onboarding, value realization - Account Manager: retention strategy, renewals, expansion, commercial outcomes - Collaborate effectively with Sales, Payments, Product, Marketing, Partnerships, and Finance to support customer objectives. - Ensure a seamless handoff and ongoing collaboration between Sales and post-sale teams. Measurement, Forecasting & Process Excellence - Own accurate forecasting for renewals and expansion within assigned accounts. - Maintain high-quality CRM data, including: - Account health indicators - Renewal and expansion opportunities - Forecasted ARR - Track and report on key performance indicators tied to retention and growth. - Continuously improve account management processes to increase scalability, predictability, and customer impact. Success Metrics This role will be evaluated primarily on retention outcomes, followed by account growth and execution excellence. Revenue & Customer Growth - Gross Revenue Retention (GRR) for assigned accounts - Net Revenue Retention (NRR) contribution from expansion - Upsell and cross-sell ARR, with emphasis on: - Payments revenue - New messaging use cases - Event-driven revenue generated through customer programs Account Management Performance - Renewal rate and churn reduction - Accuracy of renewal and expansion forecasts - Health and coverage of renewal and expansion pipeline - Effectiveness of risk identification and mitigation plans Operational & Program Effectiveness - Time-to-launch for new customer initiatives - Adoption and usage growth of new products and use cases - Consistency and scalability of account planning and execution Values Alignment - Serve as a trusted partner to customers and internal teams. - Embody SBT’s core values: - We Are Pioneers – proactively identifying new growth paths for customers - We Are Allies – deeply aligned with Customer Success and cross-functional partners - We Pursue Excellence – disciplined execution, accountability, and continuous improvement General Duties and Expectations: - Adhere to the Company's Code of Conduct/Ethics. - Create and maintain effective working relationships with other Company - Contribute to the professional culture within the office and the company - Project a professional and appropriate Company image in all dealings with clients, vendors, business partners and visitors. - Support the efforts of senior management and sales staff by maintaining business network of contacts as clients change roles and/or companies. - Ensure security of information in all matters pertaining to company, client, and consumer information. - Contribute to the professional culture within the office and the company About Solutions by Text Solutions by Text (SBT) was founded with the mission to deliver impactful conversational messaging and convenient payment solutions. Built on wireless carrier industry best practices, SBT is the only compliance-first provider of enterprise texting solutions in the market. More than 1,400 consumer finance organizations, including leading brands in auto finance, banking and lending, trust SBT to ensure convenient, effective, and compliant relationships with their millions of consumers. SBT is headquartered in Princeton. NJ with remote teams and offices throughout the United States. Game-changing Technology Built for Growth Solutions By Text (SBT) is changing the way highly regulated businesses engage, interact and transact with customers via their mobile devices. Since adding its first customer, SBT has quickly become the leading text provider to consumer finance companies and various other regulated industries. Recognized as part of the Inc. 5000 fastest growing companies as well as Best Places to Work, SBT continues to evolve and expand through the addition of great employees who desire an exciting, collaborative culture. Solutions By Text is committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.

Passionate about AI? Join our account management team, where you will play a pivotal role in introducing cutting-edge AI solutions to our customers. As a Senior Account Manager at Coveo, your experience in growing an existing customer base of major accounts will be key in managing the entire sales cycle of customers across a variety of industries. You’ll develop strategies to expand and continuously drive incremental value/revenue and customer satisfaction from our AI Platform. You are passionate and laser focused on customer business outcomes, and just as passionate about cutting edge AI solutions. You have the ability to navigate global, complex accounts, have a strong business acumen, and are comfortable working with C-Suite and Senior IT/ Digital Leaders. Interested in learning more? Here’s what your responsibilities will look like: - Developing and executing against a comprehensive territory consisting of a portfolio of existing major customers, acting as the primary point of contact and owning the customer interface throughout the engagement. - Leveraging existing relationships and forging new ones with the CXO level within target accounts. You’ll establish trust and credibility by positioning yourself as a trusted advisor capable of addressing complex business challenges, while demonstrating empathy, active listening, and resilience. - Creating and maintaining effective and specific account plans to ensure an overall long-term strategy, aligned to customer business objectives. to ensure revenue target delivery and expected growth. - Negotiation and closing deals: Use your experience in negotiating complex, global deals to navigate intricate procurement processes. - Collaborating with internal stakeholders to create a compelling strategy based on client needs while maximizing company value. - Working closely with cross-functional teams including customer success, marketing, product, renewals, and customer support to align strategies and ensure client satisfaction. You’ll also communicate client needs and feedback to internal teams to drive product and customer satisfaction improvement and innovation. - Meeting / exceeding quarterly revenue and goal targets. An A+ sales virtuoso, ready to make a big impact for customers and Coveo, with AI! You’re an ambitious sales professional who thrives in a fast-paced environment and is driven to make an impact. You want to join a company that is extremely innovative and customer centric at its core. You’re passionate about building relationships with customers and getting behind a stellar product, so that delivering value is second nature to you. If you want to sell one of the market leading GenAI Enterprise-Ready platforms that TRULY delivers value, then you’re at the right place! Here’s what we’re looking for: - 8+ years' experience exceeding sales quotas, expanding existing customer accounts in software/SaaS. You’ve sold innovative technologies before and introduced new concepts to major accounts (AI, Big Data, Cloud, etc). - Comfortable selling to C-Suite, CIOs, Senior IT executives, Senior LOB executives. - Strong foundation in Strategic Account approach that aligns solutions to customer strategies to drive expansion. - Quota carrying to expand existing named accounts, while maintaining high CSAT/retention for your named accounts. - Skilled at building and managing a strong pipeline for your portfolio. Expertise in identifying high-potential leads, nurturing relationships, and strategically advance opportunities through the sales cycle within key accounts. - A natural, collaborative leader who thrives in growth-stage companies, leveraging resources for success. You’re humble, curious, creative, open and above all, passionate! - Fluent in English and German. So, are you in? If that sounds exciting, you just might be the right fit! Show us you are a must-have rather than a nice-to-have - send us your resume and join the Coveolife! Coveo is an Equal Employment Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability status, marital status, gender identity, or veteran status. #li-remote