- Experience
- 1+ yrs
- Salary
- USD 60,000 / year
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Education
- Bachelor's degree
- Eligibility
- Candidates with a bachelor’s degree in a relevant field and at least 1 year of B2B sales or account management experience may apply. The role also requires comfort with travel up to 25% and familiarity with bookkeeping/QuickBooks Online.
- Resume
- Required to apply
Job description
About UniFi
UniFi provides bookkeeping services designed specifically for franchise networks. The company works with both franchisors and franchisees to make financial operations easier, reduce stress, and support sustainable growth across multi-unit systems.
Role Overview
UniFi is hiring an Account Manager to manage relationships with several national franchise brands. This person will be the main day-to-day contact for assigned accounts, help strengthen client partnerships, support retention and growth, and contribute to expanding UniFi’s services across franchise organizations.
The position also includes onboarding responsibilities such as helping new clients get set up in QuickBooks Online and supporting their initial transition to UniFi. It combines account management, consultative selling, and client support for someone who enjoys working with both people and processes.
Key Responsibilities
- Develop and nurture trusted relationships with franchisors and franchisees as the primary UniFi contact.
- Assess client needs and recommend bookkeeping solutions suited to their business.
- Support new client onboarding, including QuickBooks configuration and related integrations.
- Represent UniFi at more than five conferences or expos each year to build visibility and meet prospective clients.
- Work with franchisors to encourage use of UniFi services across their franchise locations.
- Conduct recurring check-ins with clients, including quarterly Zoom reviews, to support long-term account success.
- Coordinate with internal teams to address issues and provide a high-quality client experience.
Candidate Profile
- A bachelor’s degree in a relevant discipline is required.
- At least 1 year of experience in B2B sales or account management is expected.
- Strong skills in relationship management and clear communication are important.
- The ideal candidate should be organized, self-driven, and able to manage multiple accounts effectively.
- Working knowledge of bookkeeping and QuickBooks Online is needed; QB ProAdvisor certification is considered an advantage.
- Must be willing to travel up to 25% for conferences and client-facing events.
Benefits
- Dental insurance coverage
- Employee assistance program
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Compensation
Salary starts at $60,000 per year.