MIP Accounting - Client Account Manager, Nonprofits

Job Description

Job Description

Client Account Manager -- MIP Accounting, Nonprofit (Remote)

Would you like to work with numerous types of nonprofit organizations? Do you want to invest your time every day making a difference, instead of just focusing on the bottom line?

JMT Consulting Group is a company that recognizes and appreciates the contribution each team member makes. Founded 35 years ago, we are a small business and the leading consulting firm in the country working exclusively with nonprofit organizations. We continue to grow every year and are looking to expand our team.

The Client Account Manager is responsible for executing JMT’s goals of an extraordinary client experience and serves as the conduit for positive client relations. The first objective of this position is to establish and nurture positive client interactions and build long-term client relationships, which will result in referenceable clients and JMT promoters as well as increased sales and profitability.This position may also be responsible for the transition of U sers to JMT through engagement and education about the unique benefits of being a JMT client.

The CAM will work to promote end-user success and create strong partnerships with the financial leadership teams by re-engaging clients as lifelong partners to get more value and happiness from their JMT relationship, with the end-in-mind to help them improve their ability to execute on their missions. 

Responsibilities:

• Developing and implementing strategic plans to manage and grow assigned accounts by understanding client needs and identifying new business opportunities within your portfolio.
• Organize regular client meetings to discuss current needs, future goals, and status of any open work, all to ensure excellent client experience.
• Cultivate long-term relationships to retain clients and build strong, trusting relationships by providing superior service and ensuring client satisfaction.Following up on leads and winning new clients
• Identify and document client needs, expectations, and priorities in SFDC in order to create and close opportunities.
• Consult with sales when upgrades, user adds, additional modules, maintenance plans, cross-sells, and services are beneficial to clients.
• Effectively manage client issues and concerns including identification, documentation, resource coordination, and defined plan for resolution.
• Maintain at risk list and diffuse any imminent at risk situations while communicating and coordinating with internal teams to deliver solutions and suggestions to overcome challenges.
• Manage user maintenance including new contact introductions and key contact onboarding
• Compile information needed for surveys, monitoring surveys and taking timely action as needed.
• Identify opportunities for improvement and proposing new tools and processes.
• Developing and maintaining excellent knowledge and understanding of our business, offerings, competitors, and industry.

Qualifications:

• Bachelor’s degree in accounting, Finance, or related field
• 5+ years’ experience in client management and/or project management
• Experience with Momentive's MIP accounting software
• Minimum of 3 years of bookkeeping, accounting, or customer service experience.
• Must have an overall business knowledge and solid understanding of how finance affects every department

Soft Skills Required:

• Passionate about advocacy for client needs with a positive, caring attitude.
• Must have demonstrated ability to successfully drive multiple projects at once.
• Critical/analytical thinking skills
• Problem-solving skills
• Organization and strong attention to detail
• Stellar written and verbal communication skills and the ability to clearly articulate
• Active listening
• Customer service

Key Skills, Knowledge & Abilities:

• Must exhibit a passion for Quality – focused on delivering an exceptional client experience 100% of the time.
• Must be extremely well planned & Organized – capable of efficiently managing multiple projects while maintaining high-quality, consistent work products.
• Must be able to work Independent – able to independently solve issues and define strategies for success.
• Invested – JMT serves the nonprofit sector exclusively – the ideal candidate will share
• our clients’ passion.
• Excellent Communicator – highly professional written and verbal communications, both
• in-person and over the phone/internet are essential.
• Must embrace a continuous attitude of learning new technologies – has a passion for technology and how it can solve
• problems and eager to learn and leverage innovations to our client’s advantage.

Benefits:

We offer a very competitive compensation package, including medical, dental, vision, short term/long-term disability, paid life insurance, 401K savings plans, and vacation/holiday benefits. Salary commensurate with experience. We recognize that our ability to grow depends on retaining and hiring team members who have a strong commitment to the business and strong character. This strategic role will involve significant interaction with company leadership and be at the center of these efforts. We promote an environment where opinions are welcomed, dissent is heard, respected, and discussed openly. Base salary 85,000-90,000 DOE

 

We offer a fun, cohesive team atmosphere with either fully remote, or hybrid work from Mt. Juliet Tennessee office. Must live and be eligible to work in the United States.