Client Account Manager

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I help finance leaders achieve better numbers and timely insights through our tech-savvy bookkeeping services

Company Description

GenZed Bookkeeping specializes in providing tailored financial solutions to businesses of all sizes, from small businesses to mid-sized enterprises. With expertise in bookkeeping, management accounting, payroll services, VAT returns, and ad hoc reporting, GenZed is dedicated to ensuring precision and accuracy in financial management. Our experienced team is committed to delivering personalized solutions, maintaining data integrity, and offering competitive pricing to help businesses make informed decisions and achieve their financial goals.

Role Description

We’re looking for a proactive and detail-oriented Client Account Manager with a strong foundation in bookkeeping to join our remote team. While our team of bookkeepers handles the day-to-day work, your role will be to oversee client accounts, manage relationships, and ensure everything is running smoothly from start to finish.

This role is perfect for someone who understands bookkeeping inside and out but thrives on client interaction, communication, and coordination. You’ll serve as the main point of contact for a portfolio of clients, liaising between them and our internal bookkeeping team to ensure expectations are met and financial processes are efficient and seamless. Responsibilities include:

Responsibilities:

• Act as the primary point of contact for your assigned client accounts.
• Coordinate with internal bookkeepers to ensure timely and accurate delivery of services.
• Review bookkeeping outputs to ensure they meet internal standards before they’re shared with clients.
• Communicate financial insights and updates to clients in a clear, friendly, and professional manner.
• Monitor account performance and flag any issues or concerns proactively.
• Assist with onboarding new clients and understanding their specific bookkeeping needs.
• Maintain a high level of client satisfaction by building strong, trusted relationships.
• Collaborate with our team to continually improve processes and client experience.

Qualifications

• Excellent client relationship management skills and experience in account management.
• Proficiency in bookkeeping and financial analysis.
• Strong communication and interpersonal skills.
• Attention to detail and ability to deliver timely and accurate financial reports.
• Ability to work independently and remotely.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Accounting