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Manager – Cloud Accounting, Client Success
EisnerAmperManager – Cloud Accounting Client Success at EisnerAmper ensuring client satisfaction and managing accounting software responsibilities. Developing relationships and managing team oversight to foster successful client partnerships.
ATS Keywords
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Hard Skills
accountingcloud-based accounting systemsSage IntacctQuickBooks OnlineOracle NetSuiteMicrosoft Dynamicsfinancial management softwareprocure to payorder to cashrecord to report
Soft Skills
client relationship managementprofessionalismconfidentialitycommunicationteam leadershipfeedback captureresource managementclient satisfactionoversightautomation recommendations
Tools & Technologies
Sage Intacctcloud financial management solution
Certifications & Qualifications
Bachelor's degree in AccountingBachelor's degree in Business
Industry Keywords
accounting system supportaccounting system implementationclient lifecyclemanual accounting processessoftware add-onrenewal efforts
Tech Stack
Tools & technologiesCloudOracle
About the role
Key responsibilities & impact- Ensures client satisfaction through all stages of the client lifecycle as well as promoting add-on products and services.
- Develop a comprehensive understanding of Sage Intacct’s cloud financial management solution and keeps abreast of upcoming product releases
- Conducts periodic meetings with clients to understand and capture feedback and additional opportunities.
- Provides oversight of team leaders and teams in identifying resource needs and completing individual responsibilities within the client lifecycle.
- Assesses manual accounting processes to make automation recommendations to clients and team.
- Prepares work papers, coordinates client approvals, and submits orders with Sage Intacct reflecting results of software add-on and renewal efforts.
- Ensures documents maintained from client agreements are complete, current, and stored appropriately.
Requirements
What you’ll need- 7-10 years of experience in accounting roles, accounting system support, and/or accounting system implementation
- 7+ years of experience with cloud-based accounting systems such as Sage Intacct, QuickBooks Online, Oracle NetSuite, or Microsoft Dynamics
- 3 years of experience in managing client relationships
- Bachelor's degree in Accounting, Business, or a related field is preferred.
- Capacity to perform at an intermediate or advanced level with respect to Sage Intacct or similar financial management software applications
- Familiar with specific accounting financial management processes, including procure to pay, order to cash, and record to report.
- High degree of professionalism including the ability to maintain high levels of confidentiality and handle highly sensitive information.
Benefits
Comp & perks- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top "Places to Work" awards
- professional development initiatives