Our Client Currently looking for Senior Relationship Manager – Accounting Partners

You should have

• 4–6 years in customer success, relationship banking,* fintech account management, or a similar client-facing role where you’ve owned a book of business and driven retention and expansion.
• 3+ years of experience working directly with accounting firms or inside an accounting firm, where you’ve built relationships with practitioners and understand how firms operate day to day.
• Strong working knowledge of general ledger systems, chart of accounts structures, bank reconciliations, and accrual vs. cash basis accounting. You can speak the language of accountants without a glossary.
• Familiarity with the accounting technology ecosystem. You must understand how accountants evaluate and adopt new client software, and be able to speak credibly about tools like QuickBooks, Xero, NetSuite, and their integrations.
• Experience managing a book of business across multiple firms or multi-entity client portfolios, where you’ve tracked adoption, driven product utilization, and identified expansion opportunities across a complex web of stakeholders.
• Clear, confident communication skills with finance leaders and firm principals. You’re comfortable in a QBR with a managing partner and a quick Slack exchange with a staff bookkeeper.
• Comfort with Salesforce (or similar CRM), health-score tooling, and Slack-based workflows.

Nice to have

• Experience in a multi-threaded or account-based coverage model where you’ve managed both the primary account (the firm) and downstream stakeholders (the firm’s clients).
• Background in commercial banking, treasury management, or venture debt that gives you fluency in the financial products  offers.
• A network in the accounting or bookkeeping community. You’ve attended conferences, contributed to practitioner forums, or built a reputation as a trusted partner to firms.

• Are you interested in this position?

   

  Apply by clicking on the “Apply Now” button below!

   

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