Account Executive

Location: Remote - Anywhere in LATAM
Job Type: Full-Time - Contractor
Compensation: USD

To be considered for this position you must have an advanced level of English & Spanish

About the role:

Are you passionate about helping entrepreneurs launch and grow their businesses in the USA? GBS Group is seeking a highly motivated and detail-oriented Account Executive to join our growing team. In this pivotal remote role, you'll be the primary point of contact for our diverse clients, ensuring their smooth entry into the US market and continued compliance. You'll play a crucial part in proactively solving day-to-day operational challenges, driving client satisfaction, and ensuring all services are delivered efficiently and on time.

A key aspect of this role involves sales and retention of current customers, where you'll actively engage with existing clients, identify opportunities to upsell additional services and compliance solutions, and foster long-term business relationships. If you're a problem-solver who thrives in a dynamic environment, possesses exceptional attention to detail, and has a knack for driving sales and client retention, we encourage you to apply!

Key Responsibilities:

• Act as the main point of contact for clients throughout the service delivery process, ensuring clear, proactive, and timely communication.
• Coordinate seamlessly with internal teams, including Billing, Accounting, and Taxes, to ensure cohesive and smooth service delivery.
• Build and nurture long-term relationships with businesses, gaining a deep understanding of their unique goals, history, and evolving needs.

• Oversee and manage the company incorporation process for clients.
• Monitor and track crucial compliance deadlines (e.g., annual reports, federal reports) to minimize the risk of penalties.
• Advise clients on relevant regulatory changes and ensure appropriate actions are taken to maintain compliance.
• Assist in the preparation and filing of  incorporation and compliance documents, ensuring all filings meet regulatory standards.

• Coordinate periodic check in meetings with clients.
• Facilitate the introduction of the Tax Associate who will be responsible for preparing the Corporate Income Tax Return.

• Proactively engage with current clients to ensure satisfaction and identify opportunities to upsell additional solutions and compliance services.
• Monitor and analyze operational processes to identify areas for improvement and implement solutions to streamline procedures.
• Track service completion, following up with clients to confirm services were delivered as expected and within established timeframes.

• Anticipate and quickly address any issues or concerns that arise in service delivery, escalating them to the appropriate team as needed to ensure timely resolution and a seamless client experience.

• Educate business owners on best practices in compliance.
• Provide clients with access to valuable templates and relevant training materials to help them manage their company's accounting.
• Assist with administrative functions related to start-ups and support other departments as required.

Required Qualifications

• Bachelor’s degree in Business Administration, Economics, Finance, Accounting, International Business, or a related field.
• Advanced level of English & Spanish, both written and verbal.
• Intermediate Google Apps & Microsoft Office skills (Outlook, Word, Excel, and PowerPoint).
• Strong research and analytical skills.
• Exceptional interpersonal and problem-solving skills.
• Prior experience working in a tax or accounting firm is ideal but not required.

Competencies

• Sales and Retention Experience: Proven ability to identify upselling opportunities, promote additional services to current clients, and ensure long-term client retention.
• Strong Customer Service Skills: Demonstrated ability to build and maintain positive relationships with clients, ensuring high satisfaction throughout the service process.
• Problem-Solving & Critical Thinking: Ability to analyze operational challenges, develop effective solutions, and clearly communicate them to management and internal teams.
• Decision-Making: Strong judgment to make sound decisions that positively impact service delivery and client experience.
• Proactive Communication: Ability to keep clients and internal stakeholders informed and aligned throughout the service process.
• Operational Efficiency Mindset: Demonstrated ability to streamline processes and enhance efficiency through work simplification procedures.
• Attention to Detail: High level of accuracy in documentation, communication, and operational procedures.
• Adaptability: Comfortable working in a fast-paced and changing environment without compromising service quality.

About GBS Group:

At GBS Group, we help entrepreneurs and executives create opportunities by building better businesses. We accomplish our mission by providing integrated business solutions to small and medium-sized businesses. GBS Group has two (2) main areas of expertise:

• Start-up Services
• Financial & Tax Advisory

Our diverse team of multi-disciplinary consultants partners with clients to ensure they achieve their business goals. We pride ourselves on providing high-quality services with empathy, integrity, and a deep commitment to our clients' success. GBS Group has offices in Miramar, FL.