Client Integration Lead (Accountant) - remote

Overview

This role involves scoping new clients’ accounting needs and coordinating their onboarding—starting with initial conversations and continuing through handoff to the service team. The goal is to reduce the time it takes to get clients up and running while maintaining accuracy and a positive client experience.

Responsibilities

• Scope new clients’ accounting needs, review their systems and records, and define the work required for a successful start
• Conduct accounting setup and cleanup activities
• Document client processes and prepare the service team for a smooth handoff
• Establish technology integrations and connections for various 3rd party client platforms
• Serve as the primary point of contact for the client during their first few months, including meeting facilitation and action item follow-ups
• Earn client cooperation, gather required information, and follow up on missing items while keeping clients informed
• Pitch in with standard accounting work when the team is short-handed

Requirements

• 6+ years of bookkeeping or accounting experience
• Confidence working in various technology platforms
• Comfortable with managing competing priorities and delegation
• High comfort level engaging with clients and internal teammates
• Analytical thinker skilled in creative problem solving
• Experience working in a remote environment with a distributed team
• Reside in a state the organization is established (Texas, Arkansas, Missouri, Minnesota)

Preferred Qualifications

• Bachelor’s degree in finance, accounting, or related field
• 1+ year project management experience or equivalent training

Location

• Must reside in Texas, Arkansas, Missouri, or Minnesota