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Account Executive

2 months ago

Anand, India Fullfilling Million Dreams Foundation Full time

Position Overview: The Account Executive will be responsible for managing client accounts, ensuring the delivery of high-quality service, and contributing to the growth of the firm. The ideal candidate will have experience in handling accounting and financial services clients and will be adept at building and maintaining strong relationships.

Key Responsibilities:

  • Client Management: Serve as the primary point of contact for assigned clients, addressing their needs and concerns in a timely and professional manner.
  • Account Development: Identify opportunities for upselling and cross-selling additional services to existing clients.
  • Service Delivery: Coordinate with internal teams to ensure the timely and accurate delivery of services in line with client expectations.
  • Financial Reporting: Prepare and present reports on account performance, including financial summaries and key performance indicators.
  • Client Communication: Maintain regular communication with clients to provide updates, gather feedback, and resolve any issues that arise.
  • Project Management: Oversee the execution of client projects, ensuring that deliverables are met on schedule and within budget.
  • Market Research: Stay informed about industry trends and developments to provide clients with relevant insights and recommendations.

Qualifications:

  • Experience: Minimum of [2] years of experience working in an Account Executive role at a Chartered Accountant (CA) firm or similar environment.
  • Education: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. Relevant certifications (e.g., CPA) are a plus.
  • Skills:
  • Strong understanding of accounting principles and financial reporting.
  • Excellent communication and interpersonal skills.
  • Proven ability to manage multiple accounts and projects simultaneously.
  • Proficiency in accounting software and CRM systems.
  • Strong analytical and problem-solving abilities.
  • Ability to build and maintain client relationships effectively.