Salary
💰 CA$90,000 - CA$110,000 per year
About the role
- Lead, mentor, and develop the Onboarding and Account Management teams to provide exceptional bookkeeping service and client support
- Oversee client onboarding, ensuring smooth transition from sales to bookkeeping service delivery with accurate financial processes and reporting
- Drive customer retention by monitoring client health and proactively addressing client concerns
- Establish best practices for bookkeeping account management, including regular client check-ins, satisfaction tracking, and escalation resolution
- Implement standardized bookkeeping workflows and playbooks to enhance operational efficiency and customer experience
- Collaborate with Sales, Delivery, and Customer Support to ensure a seamless customer journey and high service quality
- Monitor key customer success and bookkeeping performance metrics and make data-driven improvements
- Act as an escalation point for complex bookkeeping and financial issues and ensure timely resolution
- Foster a culture of client advocacy, continuous learning, and process improvement within the Customer Success team
Requirements
- Bachelor’s or Master’s degree in Accounting, Finance, or a related field
- Bookkeeping or accounting certifications (e.g., CPB, CPA) are a strong plus
- 7+ years of experience in bookkeeping, accounting services, or financial operations
- At least 3+ years in a leadership or client success role
- Proven experience leading and managing teams, particularly account managers and onboarding specialists
- Deep understanding of bookkeeping processes, including accounts payable/receivable, payroll, reconciliations, and financial reporting
- Strong experience designing and implementing bookkeeping workflows and financial process improvements
- Track record of driving client satisfaction, retention, and revenue growth
- Excellent communication, problem-solving, and relationship management skills
- Strong analytical skills with a metrics-driven approach to monitoring and improving client success KPIs
- Comfortable managing remote or geographically distributed teams
- Hybrid role with in-office days at downtown Vancouver
- Opportunity to shape and lead the Customer Success function
- Work with a talented and passionate team
- Make a meaningful impact on clients
- Culture of continuous learning and process improvement
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bookkeepingaccountingfinancial reportingaccounts payableaccounts receivablepayrollreconciliationsworkflow designprocess improvementcustomer success metrics
Soft skills
leadershipmentoringclient advocacycommunicationproblem-solvingrelationship managementanalytical skillsteam managementcustomer retentioncontinuous learning