Client Success Team Manager

1 month ago


Portland, United States Robert Half Full time
Job DescriptionJob Description

Kevin Wong with Robert Half is offering an exciting opportunity for a Client Success Team Manager based in Portland, Oregon. This role operates within the accounting industry, specifically focusing on providing Quickbooks® Online-based precision accounting services. The successful candidate will take the lead in managing the flow of new clients through our structured onboarding process, ensuring a smooth transition and a successful beginning of their relationship with us.


Responsibilities:


• Lead the onboarding of new clients, overseeing the entire process to ensure a smooth and professional experience

• Coordinate and manage Zoom®-based meetings that form the core of our nine-stage onboarding process

• Design and implement structured processes to transition clients from their current bookkeeping processes to our highly stabilized series of repeating workflows

• Act as the primary team member responsible for defining the strategy and specifications for the cleanup and redesign of client books

• Communicate effectively with clients and internal teams using digital platforms to facilitate the flow of information and promptly resolve any issues

• Oversee the administrative details of meeting coordination across all participants, aided by a Virtual Assistant

• Lead the development of a detailed consensus triage document that identifies errors, workflows, and client behaviors that need to change

• Help clients define a better business structure, which may involve the creation of new or additional entities

• Manage multiple client relationships simultaneously, adapting quickly to new challenges and maintaining utmost accuracy in client records using cloud-based tools.


Please contact Kevin Wong with Robert Half to review this position. Job Order: 03600-0013096969


• Proficiency in Accounting Software Systems
• Familiarity with ADP - Financial Services
• Experience with BlackLine software
• Proficient in using Concur software
• Understanding of ERP - Enterprise Resource Planning
• Ability to handle Accounting Functions
• Knowledge of Accounts Payable (AP) and Accounts Receivable (AR)
• Experience in Auditing
• Familiarity with Billing Functions
• Proficiency in Excel Formulas
• Strong leadership and team management skills
• Excellent communication and interpersonal skills
• Proven ability to achieve client success
• Ability to handle multiple tasks and prioritize effectively
• Strong problem-solving skills
• Demonstrated ability to work under pressure and meet tight deadlines
• Excellent customer service skills.

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