ENT Consultant executing direct sales strategy within assigned territory for healthcare company. Proctoring trained physicians and maintaining records in CRM system while achieving sales goals.
About the role
- Account Manager II managing accounting services for high-net-worth individuals at Armanino. Collaborating with a team to provide comprehensive financial reporting and client-centered service in the US.
Responsibilities
- Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
- Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
- Prepare monthly, quarterly, and annual financial statements and related reports
- Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
- Monitor cash activity and assist with cash flow analysis and forecasting
- Process payroll and support payroll-related reporting and compliance requirements
- Collaborate with internal team members to address client inquiries and support more complex accounting matters
- Assist senior team members with special projects and process improvement initiatives
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 2 years of experience supporting high-net-worth individuals in accounting, wealth management, or family office environments
- Proficiency with QuickBooks Online (QBO) and BILL required
- Payroll processing experience with a strong focus on accuracy and timeliness
- Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
- Strong attention to detail and ability to work efficiently in a deadline-driven environment
- Proficiency in Microsoft Office, including Excel, Word, and Outlook
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Key Account Manager driving revenue growth and strategic relationships in HVAC/R market for Littelfuse. Leading OEM collaborations and expanding product adoption in advanced automation and energy efficiency.
Key Account Manager responsible for sales and customer relationship management at CMA CGM in Houston. Managing territory plans and developing client relationships to exceed sales targets.
Account Manager leading customer service and client segmentation for a book of insurance business at HUB International. Focused on client retention, revenue growth, and effective communication.
Account Manager supporting clients' health and welfare programs at HUB International. Managing accounts and collaborating with internal teams in a hybrid work environment.
Employee Benefits Account Manager servicing and maintaining client accounts while supporting clients’ needs effectively. Working closely with colleagues and clients to ensure satisfaction and growth opportunities.
Account Coordinator managing Fashion Communications for Karla Otto, a global PR agency. Delivering media mailers and engaging press releases to support client objectives.
Manage senior partnerships for SaaS company generating over 25% revenue. Collaborate with BPOs and consulting firms, driving strategic growth and relationship management.
Join Progress as a German - speaking Inside Account Manager focusing on customer retention. Drive revenue growth across our INFRA product portfolio with strong sales strategies and teamwork.
Territory Manager managing small business sales for Hartford in the Los Angeles area. Building relationships with agents/producers and exceeding financial objectives in assigned territory.