Client Relationship Manager
Core
Trusted point of contact for business owners, coordinating workflows between offshore and onshore accountants to ensure clients feel supported and informed.
Role type
Client Relationship Manager (Operations/Account Management)
Builds
Client experience and operational efficiency for a portfolio of small-to-medium business owners
Domain
Professional services / Accounting support / Business advisory
Deliverable
client delivery
Required skills
Client relationship management, workflow coordination, deadline management, process improvement, stakeholder communication, problem-solving, tech-savviness
Preferred skills
Experience in client service, account management, operations, project coordination, administration
Technologies
Cloud-based systems, automation tools
Responsibilities
Manage day-to-day communication with clients, coordinate workflows between offshore and onshore accountants, monitor deadlines and compliance calendars, improve internal processes, support Partners and Managers with client updates, build long-term trusted relationships with business owners
Seniority
Individual Contributor, mid-level