Account Manager

About Carry:

At Carry, we are on a mission to help our customers build wealth through smart tax optimization and education. We started with the Solo 401k for self employed business owners and continued on that momentum to build out other financial products and services.

About the role:

Our tax, accounting, and bookkeeping team handles tax planning and other services for clients. It's a small team that moves quickly and is focused on delivering a best in class client experience.

In this role, you'll interact directly with clients to answer questions, coordinate service delivery with our internal team, and help deliver on the tax savings value proposition that our team is focused on. Our team believes in high agency and ownership, and you'll have the opportunity to learn more about the different areas of tax, finance, and technology that go into Carry's products and services.

You will:

• Serve as the primary point of contact for clients, communicating via email and video calls

• Coordinate with our internal tax, accounting, and bookkeeping experts to answer questions and deliver services

• Track and organize work streams and establish processes for managing workload

Who you are:

• Strong interest in finance, tax, and technology

• Self-motivated and thrives in high-agency environment

• Highly organized and a fan of documentation

Qualifications:

• 1-2+ years of experience at a technology or finance related company in a related role

• Comfortable with digital tools such as Slack, Notion, and Google Sheets

• Strong written and verbal communication skills