Regional CRM Manager
Triskel Consulting
Cloud
Accounting Implementation Specialist
ServiceTitan
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $71,100 - $95,100 per year
Job Level
Mid-LevelSenior
Tech Stack
CloudMaven
About the role
- Perform accounting data conversion from various complex CRM/Accounting software to Quickbooks Online, Quickbooks Desktop, and Intacct
- Manage multiple projects at any given time and successfully deliver high quality results
- Act as a Quickbooks/Accounting subject matter expert and contribute to future product development and integration efforts
- Be an extremely effective communicator understanding the significance and appropriate use of various communication channels and tone based on circumstances and audience
- Serve as the face of the company in front of most impactful clients and skillfully navigate all conversations, from introduction to long term relationship building
- Coordinate with cross-functional resources to deliver against defined timelines and client accounting business requirements
- Facilitate sessions with client stakeholders to outline scope, goals, deliverables, resource needs and do it all with confidence and a smile
- Anticipate project risks and issues, confidently address any and all challenges, mitigate risks and issues and escalate to appropriate parties where required
Requirements
- 3+ years of professional experience which includes a balanced combination of accounting, analytical skills and client relationship management
- Bachelor's Degree in Accounting, Finance, Business Administration or equivalent field strongly preferred
- Ability to communicate effectively, both externally to clients and internally to cross-functional departments
- Organized project management and detail-oriented to ensure deliverables are timely and accurate
- Ability to work effectively individually and in a team setting
- Keen foresight to identify potential risks and also potential opportunities for process improvement
- Experience with accounting integrations, including implementation, troubleshooting and reconciling is a plus
