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Client Relationship Manager/Team Leader

1 month ago

Pune, Maharashtra, India Finsmart Accounting Full time

JD:

We are on the lookout for passionate individuals like you to join our talented team and make a difference.

Here at Finsmart Accounting, we pride ourselves on fostering a culture of creativity, collaboration, and continuous growth.

As we continue to expand our reach and impact, we are seeking driven individuals who share our vision and can contribute their unique skills and perspectives to our mission.

Position: Client Relationship Manager / Team Leader - US Accounting

Employment Type: Permanent - Shift (Full time Afternoon Shift (1:30pm-10pm) Working 5 days in a week (Monday to Friday))

About Us:

Finsmart Accounting is a niche outsourced accounting firm specializing in Accounting, Compliance, and Payroll services. With a commitment to excellence and a focus on delivering high-quality financial solutions, we have established ourselves as a trusted partner for businesses seeking expert financial services.

Job Description:

Company: Finsmart Accounting Pvt. Qualification: M.Com or CA or MBA or ICWA

Relevant Experience:

- 5 Years or more in core US Accounting process or similar domain is a must.

- Good working knowledge of US Accounting, Month closing and reports.

Job Role & Responsibilities:

Client Oriented:

- Managing portfolio of 5-10 clients as Client Engagement Manager.

- Conducting weekly client calls to ensure client satisfaction.

- Handling client escalations if any.

- Nurturing client relationships and capturing further business opportunities with clients.

Team Oriented:

- Managing total team of 8-10 members which is a combination of Bookkeepers, US Accountants and Sr. US Accountants.

- Managing work allocation and resource bandwidth.

- Ensuring that team is performing with desired accuracy levels.

- Reviewing the teams work and attending to teams queries on need basis.

- Drafting SOPs or preparing Loom Videos for various processes.

- Conducting one to one or common training sessions as and when needed.

Management Oriented:

- Periodic reporting on.

- Team performance.

- Client satisfaction index.

- Resource Bandwidth Allocation.

- Active contribution to process improvement and L & D is expected

Candidate Specification:

- Fluent written and verbal English communication is a must

- Exposure of handling overseas clients is a must

- Prior experience of handling team of 2 members is necessary

- Ability and willingness to handle multiple clients is necessary

- Good knowledge of US Accounting process is necessary

Why Join Us?

- Opportunity to work with a fast-growing company with multiple options for your career growth.

- A supportive and inclusive work environment that values your ideas and contributions

- Upto 24 paid leave days excluding 10 paid annual holidays

- Paid Maternity and paternity leaves

- Comprehensive health and insurance policies

- Professional training and development

- No Night shifts

- Fun-Friday events

- Work-Life Balance

(ref:iimjobs.com)