Job Summary The Account Manager is the day-to-day contact for the business owners Commonstake Partners advises.
The Account
Manager keeps each assignment on schedule from the signed engagement letter to the final meeting, coordinates the partners and outside specialists, and makes sure the client always knows what happens next. The position is full-time and remote.
Essential Duties and Responsibilities
Serves as the first point of contact for assigned clients
Holds a short status call with each client every week or every other week
Tracks deadlines, documents requested and decisions taken in the client file
Requests financial statements, ownership summaries and shareholder registers from clients and follows up
Coordinates meeting dates with the client's attorney, accountant and lender
Prepares meeting agendas and circulates notes and action items afterward
Updates the data room index as documents arrive
Flags scope changes to the responsible partner
Other duties as assigned.
QualificationsBachelor's degree in business, finance or a related field, or equivalent experience
Experience in account management, client service or project coordination, including internships
Microsoft 365 or Google Workspace
A CRM or project tool such as Salesforce, HubSpot or Asana
Preferred QualificationsTwo years in a client-facing role at an accounting, law, wealth or advisory firm
Work with family-owned or founder-led businesses
Working Conditions
This is a remote position open to candidates anywhere in the United States. Work is performed at a desk with prolonged periods of sitting, computer use and video meetings. Hours follow U.S. business hours.
Benefits
Health, dental and vision coverage, including family members
A 401(k) plan to which Commonstake contributes
Paid time off, sick days and the U.S. holiday calendar
Annual funding for professional courses and exams
A company laptop and support for a home workspace
About Commonstake Partners
Commonstake Partners advises owners of private businesses on succession, transaction preparation and changes in ownership. The firm is based in Columbus, Ohio. Every assignment is defined in writing before it begins, and legal documents, tax advice and financing stay with qualified specialists.
Commonstake Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status.