Client Account Manager
ZipLiens
Bookkeeping Manager, Financial Services
Spectrum Association Management
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $75,000 per year
Job Level
Senior
About the role
- Oversee the consistent, accurate delivery of accounting services for customers (balance sheets, income statements, bank reconciliations, general ledger reports, cash disbursements, cash flow statements) for over 500 customers.
- Manage, lead, and develop a team of bookkeepers and other staff to ensure consistent service product delivery.
- Provide staff with ongoing development, positive motivation, training, and coaching.
- Develop and maintain positive relationships with banking partners, vendors, internal staff, and external customers.
- Autonomous, proactive leadership of the department and service delivery.
- Manage daily activities of staff, review employee activities for completeness, accuracy, and effectiveness.
- Support and lead fraud prevention efforts both internally and on behalf of customers.
- Banking, client set up, deposits, reporting, and tax preparation responsibilities.
- Be an always-positive opinion-maker in the leadership team and believe in the good in people.
- Must commute to San Antonio office daily for team collaboration, onsite functions, staff development, and leadership meetings.
Requirements
- 8-10 years of solid leadership and management experience in financial services, banking, accounting, or similar fields.
- Have led a team with ten employees or more, for at least 6 years.
- Bachelor's degree with major coursework in accounting (4-year degree preferred).
- Experience managing a demanding service product with deadlines and legal requirements.
- Talent for team development and motivation; competitive and quality oriented.
- Ability to commute to the San Antonio office daily.
- Strong customer service orientation; proactive communication; technical accuracy.
- Supports and leads fraud prevention efforts.
- Experience in the industry is NOT required (training provided).
- Reports to the Vice President of Operations.
