Lead Financial Professional

5 days ago


Mumbai, Maharashtra, India beBeeAccountant Full time US$ 60,000 - US$ 1,20,000
Job Overview

We are seeking a highly skilled Financial Professional to own client success, shadow a senior leader, and manage key relationships.

This is an exceptional opportunity to join our team and contribute to the growth and success of our clients.

Main Responsibilities:
  • Client Success Manager: Act as the primary point of contact for a portfolio of large clients, building strong relationships with key stakeholders.
  • Communication Lead: Lead all client communication, from regular check-ins to strategic business reviews, ensuring their objectives are consistently met and exceeded.
  • Process Improvement: Identify opportunities for process improvement and service expansion within client accounts.
Service Delivery & Quality Assurance:
  • End-to-End Service Delivery: Oversee the delivery of services, including bookkeeping, accounting, month-end closing, and tax compliance.
  • Quality Control: Ensure all deliverables are accurate, timely, and meet high standards.
  • Project Management: Manage timelines, resources, and risks to ensure seamless execution.
Team Leadership & Onboarding:
  • Team Lead: Lead and manage dedicated client teams to achieve excellent results.


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