Account Manager - Remote | US/Canada Only

Overview

This role serves as the primary financial and relationship lead for a dedicated portfolio of hospitality and service-based clients. Responsibilities include ensuring the accuracy, clarity, and timeliness of client financials while overseeing a small team of bookkeepers.

The position is fully remote with a full-time schedule of 35-40 hours per week (7-8 hours per day). Most work is performed between 9:00 am - 5:00 pm CT, and this schedule must be the employee’s first priority. Fixed availability periods cannot be accommodated, and the role requires availability aligned with operational needs, including essential meetings, collaborative projects, and client interactions during business hours. Full-time work elsewhere is not permitted.

Responsibilities

• Oversee the creation, delegation, and timely completion of tasks for your clients
• Ensure prompt responses to client questions and concerns
• Identify process issues or gaps in communication or client accounting processes
• Drive the timely delivery of monthly financial statements
• Prepare monthly review videos of client financials
• Manage onboarding and training of clients on company systems, processes, and procedures
• Manage a team of up to 4 bookkeepers, providing feedback, guidance, and constructive criticism
• Serve as the primary liaison between clients and the firm
• Ensure firm standards and processes are followed
• Oversee a successful month-end close for each of your clients
• Other duties as assigned

Requirements

• 2+ years of experience managing 100% of a client’s financials
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience
• 2+ years of accounting/bookkeeping experience
• High degree of customer service, attention to detail, and ability to manage multiple tasks
• Excellent written and verbal communication skills
• Must be able to problem-solve; learning new programs and resolving issues is imperative
• Proficient with technology, including solid knowledge of computer operations and software (Microsoft 365)
• Must have (or be willing to obtain) a dedicated secure internet connection (no public or open wi-fi networks)
• Must have a quiet, clean, and visually professional environment/workspace for video calls and client meetings
• Strong customer service skills for professional, friendly, and reassuring communication via video and audio tools
• Ability to work in a fast-paced environment with minimal supervision
• Must be located in the United States or Canada
• Travel to semi-annual in-person team retreats; locations for in-person team meetings will vary

Preferred Qualifications

• QuickBooks Online
• Double (fka Keeper)
• Receipt capture software (Ramp, etc.)
• Financial reporting apps
• Microsoft Teams
• Microsoft Excel
• Gusto Pro
• Remote work

Compensation & Benefits

• Starting pay: $25/hr
• Eligible for pay increase after a successful 90-day probationary period
• Hours: averages 35-40 hours per week
• Health insurance available
• Paid training
• Continuing education benefits
• Holiday pay
• Paid time off
• Profit share for eligible employees
• 401(k) plan
• Computer and IT services are provided and managed by the employer

Location

• Remote (United States or Canada)
• Work primarily between 9:00 am - 5:00 pm CT
• Travel to semi-annual in-person team retreats; in-person meeting locations vary