Be among the first 25 applicants to join CoPilot Accounting Ltd as a Business Success Manager (BSM).
The core purpose of Copilot Accounting is to create MIND, TIME, and FINANCIAL freedom for business owners and their families, summarized in our tagline, "Freedom Starts Here." Success for us is measured by how well we deliver on this purpose, and the BSM role will play an essential part in ensuring that happens for our clients, our team, and the firm.As our BSM, you will work closely with the director to grow our client base, improve service quality, and enhance the freedom we deliver.
You will be the key link between our clients and their accounting managers, ensuring that all clients have up-to-date records and are aware of the solutions we offer to help them progress towards their goals.Responsibilities include:Managing marketing activities and events to attract new clients aligned with our values.Onboarding new clients, including completing AML requirements.Analyzing client, team, and firm performance alongside the director.Incorporating new AI and technology to assist the firm and clients.Setting SMART goals and working towards achieving them.Adding value to the firm's culture and helping us achieve our core values.Copilot Accounting is a family-friendly team that lives by its core values:Lead– Set the standard, make our actions speak louder than wordsTeam– Use the strength of teamwork, as together we can achieve so muchBalance– In everything that we do and in everything that we recommendPassion– Love what we do because we care for who we work with and forGrow– Challenge ourselves and our clients to always improveWe pride ourselves on attracting and retaining team members and are dedicated to seeing our team thrive at work.
Benefits include:Participation in the Copilot Airpoints rewards program.Modern uniform fully supplied.Flexibility around hours and days worked.Two additional days of leave for each employee.Increasing Kiwisaver contributions based on longevity.Qualifications & Experience:Great attention to detail and confidence in your abilities.Sound knowledge of Microsoft Office and general technology.Excellent verbal and written communication skills.Good understanding of business and customer needs.Experience in marketing and knowledge of social media is ideal.Good with numbers and a basic understanding of accounting is a plus.To apply, please include your current resume and a cover letter detailing why this position appeals to you and how you are a good match.
We look forward to receiving your application.Seniority LevelEntry LevelEmployment TypePart-timeJob FunctionSales and Business DevelopmentIndustriesAccounting
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