Account Manager

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.