Job Overview:

We are seeking a highly motivated and engaging sales representative to join our remote team in Brazil. As a Sales Representative, you will drive new business and expand client relationships for our accounting firm, which operates primarily in the USA and Canada. This position requires fluency in English and Spanish, excellent communication skills, and a proven track record in sales. You will work closely with our marketing and business development teams, promoting our services and building lasting relationships with potential clients.

Responsibilities:

- Identify and prospect potential clients through research, lead generation, networking, and outreach efforts.

- Conduct sales pitches and presentations to educate prospects about our accounting services and solutions, addressing their unique needs and business challenges.

- Nurture leads and manage the entire sales process, from initial contact to closing deals and securing new clients.

- Collaborate with the marketing team to develop strategies and campaigns to generate qualified leads and drive sales growth.

- Build and maintain strong relationships with existing clients, ensuring customer satisfaction and identifying opportunities for upselling and cross-selling.

- Stay updated on industry trends, market developments, and competitors' activities to position our services and maintain a competitive edge effectively.

- Utilize CRM software to track leads, manage sales activities, and generate reports on sales performance and pipeline status.

- Participate in sales meetings, provide insights and feedback to improve sales strategies, and contribute to overall business development goals.

Requirements:

- Proven experience of a minimum of 3 years in sales, preferably in the accounting or professional services industry.

- Excellent communication and interpersonal skills, with fluent English and Spanish (both spoken and written).

- Strong negotiation and closing skills, with a track record of meeting or exceeding sales targets.

- Ability to build and maintain strong client relationships, working collaboratively to understand and address their needs.

- Proficient in using CRM software to track and manage sales activities.

- Self-motivated and results-oriented, able to work independently and prioritize tasks effectively.

- Familiarity with accounting services and understanding of finance and tax-related topics will be an advantage.

- Flexibility to adapt to different time zones when communicating and scheduling meetings with clients in different regions.

- A bachelor's degree in business administration, marketing, or a related field is preferred.

We offer competitive compensation with a commission-based structure and the opportunity to work remotely as part of a dynamic and growing firm. If you are passionate about sales, fluent in English and Spanish, and excited about joining our team, please submit your updated resume and a cover letter detailing your relevant sales experience.

Job Overview:

We seek a skilled and experienced accountant from Brazil to join our team remotely. As a remote accountant, you will manage the financial activities of our Client, which operates in Canada and the USA. You will work closely with our finance team, ensuring compliance with accounting principles, accurate financial reporting, and timely completion of tasks. This position requires excellent knowledge of accounting principles, attention to detail, and the ability to work independently while maintaining effective communication with the finance team.

Responsibilities:

- Oversee daily accounting activities, including bookkeeping, accounts payable/receivable, and maintenance of financial records.

- Prepare and analyze financial statements and reports by Canadian and US accounting standards.

- Ensure accurate recording of financial transactions, including journal entries, expense allocations, and revenue recognition.

- Collaborate with internal departments to gather financial information and support decision-making processes.

- Conduct regular bank reconciliations and oversee cash management activities.

- Assist in budgeting and forecasting, providing financial insights and recommendations.

- Ensure compliance with tax regulations and coordinate with external tax advisors for accurate and timely tax filings.

- Assist with preparing and submitting required financial documentation for audits and regulatory compliance.

- Recommend and implement improvements to financial processes, systems, and policies for greater efficiency and accuracy.

- Stay updated with accounting standards and regulations in Canada and the USA.

Requirements:

- Bachelor's degree in accounting, finance, or a related field.

- Proven experience (minimum two years) working as an accountant, preferably in an international environment.

- Strong knowledge of Canadian and US accounting principles, tax regulations, and reporting standards.

- Proficient in using accounting software, such as QuickBooks, Odoo or similar tools.

- Excellent computer skills, including Microsoft Excel and proficiency in financial modelling.

- Attention to detail and accuracy in financial records and reporting.

- Strong analytical and problem-solving abilities.

- Ability to work independently, manage multiple tasks, and meet deadlines in a remote work environment.

- Effective written and verbal communication skills in English.

We offer competitive compensation and the opportunity to work remotely as part of a dynamic and diverse team. If you meet the qualifications and are excited about this remote accounting role, we encourage you to apply with your updated resume and a cover letter detailing your relevant experience.

Client Success Manager

Company Overview:

M7 Group is a dynamic and growing accounting and tax firm operating across North America, offering comprehensive financial services, including bookkeeping, tax filings, financial consulting, and ERP implementation. Our mission is to empower businesses to take control of their finances and achieve sustainable growth through expert accounting solutions.

As we continue to grow, we are looking for a talented Client Success Manager to join our team and ensure that our clients receive exceptional service, especially during onboarding and throughout their relationship with M7 Group.

Job Overview:

As a Client Success Manager at M7 Group, you will play a crucial role in ensuring a smooth onboarding process for new clients and providing ongoing support. You will act as the main point of contact for clients, helping them integrate with our accounting systems, and ensuring their needs are met to foster long-term partnerships.

You’ll collaborate closely with our accounting, sales, and support teams to ensure that client satisfaction and service quality remain at the highest level.

Key Responsibilities:

1. Client Onboarding:
   • Manage the client onboarding process, ensuring all necessary business and personal documentation is collected and stored securely in our ERP system.
   • Oversee the setup of accounting software for new clients (Odoo, QuickBooks) and ensure bank accounts are connected and remain linked.
   • Educate clients on how to use accounting software and best practices, ensuring a smooth transition into our services.
   • Follow up with clients to complete the onboarding process within the expected timeline (1 to 2 weeks).
2. Client Relationship Management:
   • Act as the main point of contact for client inquiries, providing timely and proactive communication.
   • Assist clients in navigating additional services M7 Group offers, ensuring that clients are aware of how we can meet their growing needs.
   • Provide ongoing support for client issues related to accounting software, billing, and general inquiries.
   • Monitor client satisfaction, collect feedback, and work with internal teams to implement improvements.
3. Support and Troubleshooting:
   • Handle incoming support requests from clients and ensure issues are resolved or escalated to the appropriate team member.
   • Collaborate with internal teams to solve client problems effectively and in a timely manner.
4. Account Management:
   • Develop and maintain strong relationships with clients, ensuring long-term partnerships and high retention rates.
   • Conduct regular check-ins with clients to review their needs and ensure the firm is delivering value.
   • Identify upselling and cross-selling opportunities to expand services offered to clients.

Requirements:

• Experience:
  • 3+ years of experience in client success, account management, or customer service (experience within the accounting or financial services industry is a plus).
  • Experience with accounting software like Odoo, QuickBooks, Dext, or similar platforms is highly desirable.
• Skills:
  • Excellent communication and interpersonal skills, with the ability to explain complex processes to clients clearly.
  • Strong organizational skills, attention to detail, and the ability to manage multiple clients and deadlines simultaneously.
  • Problem-solving skills, with the ability to work both independently and collaboratively with internal teams.
  • Familiarity with client onboarding processes, document collection, and ERP systems.
• Education:
  • Bachelor’s degree in Business, Accounting, Finance, or a related field (or equivalent work experience).
  • Additional certifications in customer success, project management, or ERP systems would be an advantage.
• Tools:
  • Proficiency in Microsoft Outlook and ERP systems for client communication and project management.

Benefits:

• Competitive salary with performance-based bonuses.
• Paid vacation and statutory holidays.
• Opportunities for professional growth and development.
• Remote work.
• Collaborative and supportive work environment.

How to Apply:

Please submit your resume and a brief cover letter detailing your relevant experience and why you’d be a great fit for the Client Success Manager role at M7 Group.

We look forward to hearing from you!

About Us:

We are a growing accounting firm dedicated to providing our clients with cutting-edge solutions to streamline their operations. As we expand into the digital space, we are looking for a dynamic Sales Specialist to focus on Odoo ERP integration services. Our mission is to offer seamless accounting and financial management solutions to businesses across the USA and Canada.

Job Overview:  

We are seeking a highly motivated and experienced Sales Specialist to drive new business by promoting and selling Odoo integration services to businesses in the USA and Canada. The ideal candidate will have a proven track record in sales, a strong understanding of Odoo’s capabilities, and experience in the accounting or ERP software industry. You will play a critical role in our growth, helping businesses transform their accounting systems with Odoo ERP.

Key Responsibilities:

• Identify and engage with prospective clients in the USA and Canada to sell Odoo ERP integration services tailored to accounting and financial management.
• Build and maintain relationships with key decision-makers in small to mid-sized businesses.
• Conduct product demonstrations and present Odoo’s value proposition for streamlining accounting processes.
• Collaborate with the technical and accounting teams to understand client needs and propose effective integration solutions.
• Negotiate contracts and close sales to achieve or exceed monthly and quarterly revenue targets.
• Develop and execute a strategic sales plan to target growth opportunities within the accounting sector.
• Stay updated on industry trends, competitive landscape, and Odoo’s product developments to provide insightful advice to clients.

Qualifications:

• Bachelor’s degree in Business, Sales, or a related field (preferred but not mandatory).
• Proven experience (3+ years) in sales, preferably in ERP software, accounting software, or IT services.
• Knowledge of Odoo ERP and experience with accounting processes is a strong plus.
• Strong interpersonal skills and the ability to communicate technical concepts to non-technical audiences.
• Excellent presentation, negotiation, and closing skills.
• Self-motivated with a results-driven approach and the ability to work independently.
• Familiarity with CRM systems for managing leads and sales pipeline.

What We Offer:

• Competitive base salary with performance-based bonuses.
• Opportunity to work remotely from anywhere in the USA or Canada.
• A collaborative and supportive team environment.
• Professional development and growth opportunities.
• Flexible work hours and a good work-life balance.

How to Apply:

If you are passionate about technology, sales, and the accounting industry, and are excited about helping businesses streamline their operations with Odoo, we’d love to hear from you. Please apply with your resume and a cover letter detailing your experience and why you’re the perfect fit for this role.