Accounting Practice Manager
1 week ago
About Us
Roman Health Pharmacy LLC is a forward-thinking company that provides innovative solutions for the accounting and bookkeeping industry.
We're dedicated to empowering our partners to achieve their goals and driving growth through digital strategies.
Your Role:
You will play a critical role in supporting our Partner Sales channel by providing expert technical demonstrations of our platform's value and benefits to shape and close pre-qualified deals.
As a key member of our team, you will work closely with our Sales team to deliver business plans for Partners and sales plans for the territory.
You will also be responsible for implementing online strategies developed in conjunction with Account Managers for each Partner.
Key Responsibilities:
- Deliver technical presentations to demonstrate the value and benefits of our platform to Accountants and Bookkeepers
- Collaborate with our Sales team to develop business plans for Partners and sales plans for the territory
- Implement online strategies developed in conjunction with Account Managers for each Partner
- Engage in regular meetings with the relevant territory sales staff to agree sales and project priorities
- Assist partners with data conversions through detailed project planning and training guidance
- Respond to Partner technical queries and escalations in a timely manner
- Proactively educate partners on all partner resources available
- Update CRM system (Salesforce) with all client communications including calls, emails, and meetings
- Maintain and update CRM system of all practice staff and contact details
- Manage the creation of resources (processes/videos) for frequently asked questions from our Partners
Requirements:
- Intimate knowledge of the workings of an accounting and/or bookkeeping practice
- Training experience with accounting software knowledge
- Direct exposure to financial reporting, tax returns, and compliance work
- An understanding of CRM systems
- A passion for SaaS and the online accounting market
- Outstanding communication and presentation skills and an enthusiasm for building strong relationships
- Ability to create a quick and strong rapport with partners
- Loads of initiative and ability to work autonomously
- Strong attention to detail and follow-up skills
- A process-driven mindset and the passion and desire to make a difference
Benefits:
We offer a comprehensive package of benefits to support your career development and wellbeing, including flexible working arrangements, ongoing training and professional development opportunities, access to cutting-edge technology, and a comprehensive employee assistance program.
Why Roman Health Pharmacy LLC?
We're committed to creating a workplace where everyone feels valued, respected, and supported. If you're passionate about delivering exceptional results and making a real impact, we'd love to hear from you
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