Sage Intacct- Client Account Manager (Remote, US)

Job Description

Job Description

Client Account Manager

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 for nonprofit finance leaders 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.

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:

• Cultivate long-term relationships, and effectively manage client issues and concerns including identification, documentation, resource coordination, and defined plan for resolution.
• Build and maintain strong relationships with clients, ensuring their satisfaction and success through the delivery of high-quality services while gathering client referrals, testimonials and case studies.
• Maintain at-risk client list and diffuse imminent at-risk situations.
• Maintain prescribed call cadence to ensure relationship building and updates to temperature checks.
• Monitor support surveys and new and existing client project feedback, taking timely action as needed.
• Manage user maintenance including new contact introductions and key contact onboarding.
• Prepare information for surveys including notification to clients and compiling results.
• Responsible for renewal contracting.
• Collaborate with Client Experience, Support, and Finance departments to gain a comprehensive understanding of client subscription components.
• Identify any potential renewal concerns and opportunities, ensuring client receive complete renewal invoices and information needed to understand renewal components.
• Works with the Professional Services team on creating Service Orders and other project-related add-ons based on details provided by the consultant.
• Identify and document client needs, expectations, and priorities in order to create and close opportunities. Sell upgrades, user adds, additional modules, maintenance plans, cross-sells, and services to clients.

Qualifications:

• Bachelor’s degree in accounting, Finance, or related field or equivalent combination of education and/or experience
• Experience with bookkeeping or accounting a plus
• 5+ years’ experience in client management and/or project management
• Experience with nonprofits preferred
• 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 and follow up skills
• 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 Independently – 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.

We offer a fun, cohesive team atmosphere with either fully remote, or hybrid work from Tennessee office. Base salary: 80,000-90,000 DOE

Job Type: Full time exempt