Client Account Manager- Bookkeeping Services

Benefits:

• Competitive salary
• Training & development
• 401(k)
• Bonus based on performance
• Wellness resources
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

We are launching a new bookkeeping line of business designed to support small business clients with accurate, reliable, and timely financial recordkeeping. As part of this initiative, we are hiring a Client Account Manager – Bookkeeping Services to serve as the primary point of contact for clients and to help shape how this new offering operates as we scale.

This role blends client relationship management, onboarding, and service oversight. You will own the client experience while coordinating closely with offshore bookkeeping teams to ensure high-quality delivery.

• Own the client relationship from onboarding through ongoing service
• Serve as the primary point of contact for bookkeeping clients
• Coordinate onboarding, handoffs, and ongoing delivery with offshore teams
• Ensure a smooth, professional, and responsive client experience
• Act as an entrepreneurial partner in refining and scaling the bookkeeping model

• Receive and qualify leads from field tax preparers
• Contact prospective clients, explain the bookkeeping service, and guide them through enrollment
• Manage client sign-up, billing setup, and ongoing account communication
• Serve as the main point of contact for client questions and light-touch support
• Proactively manage expectations, timelines, and deliverables

• Gather required documents and system access during onboarding
• Prepare clean, complete onboarding packages for offshore bookkeeping teams
• Coordinate client handoffs and ensure offshore teams have the information they need
• Monitor workflow, turnaround times, and service quality across accounts

• Review offshore bookkeeping work, including reconciliations and monthly reports
• Ensure accuracy, completeness, and consistency before delivery to clients
  
  Deliver final reports and respond to basic client questions
• Handle escalations, missing information, and exceptions
• Identify clients whose needs exceed the MVP offering and flag upsell or transition opportunities

• Identify gaps in processes, templates, and SOPs
• Suggest improvements based on real client interactions and delivery outcomes
• Help refine the operating model as the bookkeeping business evolves

• Strong client communication and relationship management skills
• Solid understanding of basic bookkeeping and financial statements
• High attention to detail and strong organizational skills
• Ability to manage multiple client accounts and deadlines
• Comfort reviewing bookkeeping work for accuracy and completeness
• Ability to coordinate across onshore and offshore teams
• Entrepreneurial mindset and comfort working in an evolving environment
• Experience working with offshore support teams is a plus
• Familiarity with Xero or similar accounting tools is helpful

• Prior client-facing or service delivery experience
• High school diploma required. Associate’s or bachelor’s degree in accounting, finance, or a related field preferred
• 2 to 4 years of experience in bookkeeping, accounting support, or client account management
• Experience working with accounting software preferred
• Experience coordinating workflows across teams or functions

• Smooth, professional client onboarding
• Clear and efficient handoffs to offshore teams
• Accurate and timely monthly financial reporting
• Fast identification and resolution of client issues
• Positive client feedback and retention
• Continuous improvement driven by client insights

This is a remote position.