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Accounting Relationship Analyst – Key Account
DonnesAnalista de Relacionamento Contábil managing B2B client relationships in a tech company specializing in accounting solutions. Building long-term relationships and providing technical and consultative support.
About the role
Key responsibilities & impact- Manage a portfolio of clients, monitoring their journey and ensuring a close, consultative relationship;
- Conduct periodic meetings, supporting clients in using the platform and improving their processes;
- Clarify questions related to accounting routines, tax matters, integrations and other solution features;
- Act as a bridge between clients and internal teams, tracking requests until resolution;
- Monitor portfolio health, identifying risks, improvement opportunities and possibilities to expand the relationship;
- Participate in building processes, playbooks, support materials and the team's knowledge base;
- Contribute to continuous improvement of the customer experience and the evolution of the operation.
Requirements
What you’ll need- Degree in Accounting, Business Administration or related fields;
- Experience in accounting, accounting BPO or financial areas;
- Knowledge of accounting routines and statutory reporting obligations;
- Interest or experience in B2B customer relationship management;
- Comfortable with technology and using systems;
- Good communication, organizational skills and the ability to manage multiple demands simultaneously.
Benefits
Comp & perks- 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Accounting RoutinesStatutory ReportingFinancial AnalysisProcess ImprovementRisk Identification
Soft Skills
Good CommunicationOrganizational SkillsMulti-tasking Ability