[Hiring] Client Integration Lead @kept.pro

Role Description

You’ll scope new clients’ accounting needs and coordinate their onboarding, from the first conversations through handoff to the service team. Your goal is to shorten the time it takes to get clients up and running without sacrificing accuracy or a positive client experience.

• Scope new clients’ accounting needs, review their systems and records, and define the work needed 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.
• Act as the primary point of contact for the client during their first few months, including meeting facilitation and action item follow-ups.
• Earn clients’ cooperation, gather required information, and follow up on missing items while keeping clients informed.
• Be humble enough to pitch in with standard accounting work to help when the team is short-handed.

Qualifications

• 6+ years of bookkeeping or accounting experience.
• A Bachelor’s degree in finance, accounting, or related field is preferred.
• 1+ year project management experience or equivalent training is preferred.
• Confidence working in various technology platforms.
• Comfortable with managing competing priorities and delegation.
• A high comfort level engaging with clients and internal teammates.
• Analytical thinker that is skilled in creative problem solving.
• Experience working in a remote environment with a distributed team.
• Reside in a state we are established (Texas, Arkansas, Missouri, Minnesota).

Company Description

kept.pro is not your traditional accounting services firm. We believe that all businesses, not just large or publicly traded companies, deserve accurate, timely and complete financials. And we know we can deliver that at a price point they can afford.

We are a great place to work and pride ourselves on living our core values every day, which include:

• Creating value for clients.
• Collaborating together.
• Learning-fueled growth.
• Embracing technology.

If you are looking to join a winning team, apply here.