Client Integration Lead (Accountant) - remote

Overview

This role focuses on scoping new clients’ accounting needs and coordinating their onboarding end-to-end, from early conversations through handoff to the service team. The objective 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 facilitating meetings and following up on action items.
• Earn clients’ 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

• At least 6 years of bookkeeping or accounting experience.
• Confidence working in various technology platforms.
• Ability to manage competing priorities and delegate when needed.
• 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 where 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 description.

Location

Remote work with requirement to reside in Texas, Arkansas, Missouri, or Minnesota.