Client Care Account Manager Jobs

Client Care Account Manager

From $500/yr

Client Care Account Manager In-Office Position - Brentwood, TN or Santa Rosa Beach, FL Resumes must be submitted in English No Third-Party Recruiters Please! OMNICOMMANDER, Inc. is the fastest-growing startup in the financial technology space. We have been named an Inc. 5000 company for three consecutive years. We pride ourselves on our upbeat, high-tech, and supportive culture. We are a global company with offices in the United States and Latin America. OMNICOMMANDER is the industry leader for digital branches, marketing, and cybersecurity, along with providing a comprehensive suite of digital solutions for financial institutions (FIs). For the first time in history, FIs can partner with a single company to create, host, and manage their Digital Branch within one complete ecosystem. We are seeking a Client Care Account Manager with 4-6 years of experience in account management, client services, or customer success. This individual will serve as a trusted advisor to our clients, driving account growth, managing renewals, and ensuring an exceptional client experience. The ideal candidate is highly organized, relationship-focused, and skilled at collaborating with both clients and internal teams. This is an on-site, in-office position in our Brentwood, TN or Santa Rosa Beach, FL office, where you will be surrounded by other humans. Why You’ll Love Working Here* Be part of a fast-growing fintech company with a fun, supportive culture. * Work in a dynamic, high-tech environment where your leadership will shape enterprise projects. * An AI-forward, global team with offices in Tennessee, Florida, and Bogotá, Colombia. Responsibilities* Client Communication \& Relationship Management: + Serve as the primary point of contact for assigned clients, ensuring timely delivery of tailored solutions and managing client feedback. + Respond to client emails and follow up on pending requests, approvals, and missing information to keep tasks on track. + Build and maintain strong relationships within the team and with clients. * Sales \& Contract Management + Own the sales cycle for sales opportunities and renewals. + Collaborate with Account Executives on new sales opportunities. * Client Onboarding \& Offboarding + Lead client onboarding and offboarding processes, coordinating with all internal stakeholders to ensure a seamless experience. + Help create ticket details that are shared with all stakeholders. * Client Meetings \& Account Management + Maintain full ownership of assigned client accounts, coordinating closely with the Accounting Department on invoicing and account changes. + Host client check-in calls. What we are looking for * Bachelor's degree in Business Administration, Marketing, or a related field; advanced degree preferred. * Professional experience of 4-6 years in customer service, client management, or a related role, with a strong focus on client satisfaction and relationship building. * Excellent communication and interpersonal skills, with the ability to compose professional emails. * Experience in CRM software such as Salesforce and Copper. * Strong work ethic with the ability to work independently as well as collaboratively within a team. * Articulate and well accustomed to a client-facing role. * Maintain regular and predictable attendance. * Self-starter who can work collaboratively in a team environment. * Must be able to sit for extended periods, bend, reach, and perform repetitive tasks on a computer. Benefits: (waiting period may apply)* Company Paid Holidays * PTO Days (Paid Time Off) * PTO Day for your birthday * Medical Insurance * Dental \& Vision Insurance * Company Paid Life Insurance * 401(k) Job Type Full-time Contract Location Brentwood, TN or Santa Rosa Beach, FL A criminal background check is required. Apply at www.OMNICOMMANDER.com/careers

Manager, Client Accounting Services Small Business-Healthcare

Overview ============ Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: ==================== Manager, Client Accounting Services, Small Business-Healthcare Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We’re looking for a Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals. This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly. Oversee and provide exceptional service to clients including accounting and advisory services Manage production of monthly, quarterly, and financial reports and benchmarking Provide recommendations for business and process improvements Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions Coach, train, and mentor staff on client service, tax, and accounting matters Oversight and management of current client engagement team Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows Qualifications Bachelor's Degree in Accounting or related field required CPA and/or MBA preferred Public Accounting experience a plus Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records Excellent understanding of Generally Accepted Accounting Principles (GAAP) Strong understanding of the Healthcare and Senior Living sectors; willing to train the right candidate Effective communication skills and ability to manage client relationships Exceptional attention to detail Experience with industry software systems, including Sage Intacct, QBO, Yardi, Point Click Care and/or Matrix Care; willing to train the right candidate Personable, professional demeanor with growth potential within the firm * Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook