Client Integration Lead (Accountant) - remote

Overview

The organization is seeking an Accounting professional with 6+ years of bookkeeping or accounting experience to scope new clients’ needs and coordinate onboarding through handoff to the service team. This role focuses on shortening the time required 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 third-party client platforms.
• Serve as the primary point of contact for clients 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.
• Support standard accounting work when the team is short-handed.

Requirements

• 6+ years of bookkeeping or accounting experience.
• Confidence working in various technology platforms.
• Comfort managing competing priorities and delegation.
• High comfort engaging with clients and internal teammates.
• Analytical thinking with strong creative problem-solving skills.
• 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.

Compensation & Benefits

Not specified in the provided job description.

Location

Remote work with residence in Texas, Arkansas, Missouri, or Minnesota.