Client Success Manager - Finance
On-site
Core
Lead a team of offshore Accountants and Bookkeepers to deliver high-quality financial services and strategic advisory to clients.
Role type
Senior IC Client Success Manager (Finance)
Builds
Financial services and operational excellence for assigned client groups
Domain
Accounting and Cloud Finance
Deliverable
client delivery
Required skills
Team leadership, People development, Strategic advisory, Xero, XPM, Cloud accounting software, Accounting qualification
Preferred skills
CPA or CA Professional Membership, BAS Agent Qualification, Dext or Xbert experience
Technologies
Xero, XPM, Dext, Xbert
Responsibilities
Mentor a team of offshore Accountants and Bookkeepers, Serve as primary point of contact for assigned clients, Provide strategic advisory and operational excellence
Seniority
Senior, hands-on IC