The Pay It Forward Company (PIF) and its affiliate companies are global experts in the areas of venture capital, private equity, capital markets, crypto currency, product development, and global management consulting With presence in the U.S. and around the globe, the firm is rapidly growing and looking to expand its advisory team whose focus is providing various management and consulting services to its clients.
Position details: PIF is looking for a dynamic and experienced Account Manager to join its advisory services team, reporting to the firm’s Co-President. The Account Manager will be responsible for business development, onboarding and ongoing account management, while building and maintaining strong relationships with clients to understand their needs and collaborate with stakeholders to deliver high-quality services. The ideal candidate will have a proven track record in client and account management, with an extensive background or experience in accounting to understand requirements and optimize the client engagement.
Responsibilities:
Identify new prospects for the wide range of offered services
Conduct an analysis of the client, present findings and recommendations and move implementation of solutions forward
Identify areas for business development opportunities and provide strategic advice
Serve as the primary point of contact for client onboarding and ongoing account management.
Understand the unique needs and objectives of each client and assist with development of tailored service plans to achieve long-term partnerships.
Prepare proposals and agreements to offer services and complete onboarding
Collaborate with internal teams to coordinate the delivery of services and ensure timely and accurate execution of client requests.
Proactively identify opportunities to add value to clients through additional services or strategic recommendations and maintain strong client relationships.
Monitor client accounts, financials and portfolios, ensuring compliance with regulations and internal policies and best practices
Act as a liaison between clients and internal stakeholders, advocating for client needs and priorities.
Work with internal stakeholders to prepare regular reports and updates for clients, summarizing account activity, performance, and key metrics.
Resolve client issues and concerns in a timely and effective manner, maintaining a high level of client satisfaction.
Stay informed about industry trends, market developments, and best practices in advisory and management services.
Skills and Qualifications:
Bachelor's degree in Accounting, Tax or a related field.
3+ years experience in client or account management.
Proven track record of building and maintaining strong client relationships.
Excellent communication and interpersonal skills, with the ability to effectively communicate complex concepts to clients.
Strong analytical skills and attention to detail.
Ability to review client work product and firm deliverables for quality but also to understand client better and inform positive client engagement
Ability to work effectively in a fast-paced environment and manage multiple priorities simultaneously.
Ability to handle multiple accounts as well as the individual expectations of each.
Experience with CRM tools HubSpot, Salesforce, etc.
Experience with project management tools is a plus (Airtable, ClickUp, Asana, etc.)
Experience with accounting software such as NetSuite, Quickbooks, Xero
CPA or CFA is preferred.
Employment type
Full-time
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