Account Manager

Job Summary

We are seeking an experienced and client-centric Account Manager to oversee a diverse portfolio of corporate clients. In this role, you will serve as the primary strategic point of contact, ensuring our clients remain fully compliant with local statutory and regulatory frameworks. You will be responsible for client onboarding, account retention, day-to-day service coordination, and identifying opportunities to cross-sell our full suite of solutions (including corporate secretarial, accounting, tax, payroll, and immigration services).

Key Responsibilities

1. Client Relationship & Portfolio Management

• Primary Point of Contact: Act as the dedicated liaison for an assigned portfolio of corporate accounts, ranging from fast-growing startups to multinational enterprises.

• Onboarding Excellence: Direct the smooth onboarding of new entities, ensuring all Know-Your-Customer (KYC) checks and Anti-Money Laundering (AML) documentation comply with strict regulatory standards.

• Account Health & Retention: Conduct proactive check-ins and formal business reviews to gauge client satisfaction, mitigate churn risk, and resolve complex issues or service escalations promptly.

2. Compliance & Service Coordination

• Cross-Functional Liaison: Coordinate internally with specialized operational units (Corporate Secretarial, Accounting & Tax, Payroll, Visa/Immigration) to ensure all deliverables are executed accurately and on time.

• Statutory Tracking: Keep track of key compliance deadlines for your clients (e.g., Annual General Meetings, annual return filings, tax submission timelines) to ensure seamless corporate standing.

3. Commercial Growth & Revenue Management

• Cross-selling & Upselling: Analyze existing client profiles to identify service gaps and introduce additional offerings, such as accounting restructuring, payroll outsourcing, or specialized tax advisory.

• Renewals & Negotiations: Manage contract renewals, negotiate commercial terms and pricing adjustments, and ensure timely invoice collections and fee payments.

4. Data Management & Reporting

• CRM & Pipeline Management: Maintain clean, updated records of client interactions, renewals, and revenue pipelines within the company's CRM platform (e.g., Salesforce, HubSpot).

• Market Insight: Stay abreast of changing local corporate laws, tax modifications, and immigration policies to provide accurate, high-level guidance to clients.

Required Qualifications & Skills

• Education: Bachelor’s degree in Business Administration, Law, Accounting, International Business, or a related field.

• Experience: 3–5 years of client-facing experience in account management, customer success, or business development, specifically within a professional services setting (e.g., corporate service providers, corporate secretarial firms, corporate banking, or legal/accounting firms).

• Industry Knowledge: Solid foundational understanding of company incorporation processes, corporate governance practices, and basic corporate tax structures.

• Soft Skills: Exceptional interpersonal, negotiation, and communication skills, with a proven ability to interface confidently with C-suite executives, legal counsels, and founders.

• Tools: Proficient with CRM software and standard productivity tools (Microsoft Excel, workspace dashboards).

• Attitude: Highly organized self-starter capable of managing multiple projects simultaneously in a fast-paced regulatory environment.