Milestone Business Solutions, a rapidly growing professional services firm that provides Outsourced Accounting and HR services to small and medium-sized businesses, is seeking an Account Manager to join our team. We are headquartered in Indianapolis but have a national footprint. We utilize best-in-class technology, have a “remote-first” work environment, and are proud of our amazing, collaborative team.
Responsibilities:
- Execute business reviews with Milestone’s clients on a consistent cadence to look for additional opportunities while ensuring engagement optimization
- Identify cross-selling opportunities based on business reviews, employee referrals, and client outreach
- Own the Milestone client renewal process, coordinating with our internal team to compile and review renewal data
- Ensure renewals are sent in a timely manner, scheduling review meetings as necessary
- Address client and team member questions and concerns, serving as an escalation point for team members in managing existing client scope and service issues.
- Identify and manage vendor and partner relationships
- Create a sense of community among the current client base through client events, webinars, newsletter contributions, etc.
- Identify opportunities for case studies, references, testimonials, and white papers
- Continual learning and development to ensure up-to-date knowledge of Milestone products and services
Qualifications:
- 4+ years of experience in sales, account management, or client experience
- Ability to manage projects with minimal supervision
- Excellent written and verbal communication skills, including presentation skills
- Demonstrated time management and prioritization skills, with strong attention to detail
- Bachelor's degree in a related field preferred
Milestone offers competitive compensation and benefits, paid time away from work benefits, and a flexible work environment. Milestone is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
To learn more about Milestone, visit our website at www.milestone.inc.
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What We Do
Fractional Accounting, HR & Payroll Services
Accounting and HR are more than just necessary back-office functions. With the right leadership and strategic focus, they can help get your company to the next level.
Milestone is not your typical professional services firm. We believe in true business partnerships and approach every client interaction with this goal in mind: to make your life easier, provide you access to information to make smarter decisions, and help you build a more successful company.
Our team is your team, and our model is simple: You get experienced C-Level leadership at a fraction of the cost of a full-time resource. We promise no long term contracts, no hassles, and the flexibility to scale up or down as your business needs change
