The Senior Manager will provide strategic direction for complex financial scenarios and bridge the gap between accounting and tax operations. They will lead a team of bookkeepers and tax staff while serving as the primary technical expert for complex member escalations.
Manage a portfolio of approximately 400 solopreneurs as a trusted advisor, focusing on retention and growth. Provide strategic guidance on tax, S Corporations, and business operations while ensuring a high-quality member experience.
The Account Executive will manage a high-velocity sales pipeline by conducting video discovery calls and providing value-based guidance to prospective small business members. They will also collaborate with marketing and member services teams to execute outbound prospecting strategies and ensure an exceptional member experience.
The role involves end-to-end application management in Intune, including integration, testing, qualification, and deployment. Additionally, it includes L3 support for major incidents and technical issues faced by users.
The consultant will ensure the availability of tools and the quality of data. Responsibilities include user support, ticket management, flow analysis, delivery tracking, documentation, and continuous improvement.
