Lescault & Walderman Hiring for Accounting Customer Success Manage Job at Remote Full Time

The CS Manager will oversee between 45 and 55 clients. The Manager will directly communicate with clients and Senior Managers, Controllers, and Bookkeepers.

OnBoarding New Clients:

Perform Initial Accounting Analysis of potential client financials and present findings/recommendations to the client

Prepare a Scope of Work, Project Plan, and Cost Proposal for the potential client

If the client engages, oversee onboarding of new client:

Oversee THE CLIENT staff (Quality Control, Deadlines, & Monitor THE CLIENT hours vs. proposal)

Project Manage the clean up onboarding tasks

Weekly Video Progress Updates with the client

Set Up FloQast and Recurring Services

Introduce Recurring Staff to the client

Monthly/Quarterly/Semi-Annual Client Financial Reviews & FloQast Reviews:

CS will help to ensure consistent GAAP accounting processes are followed by THE CLIENT staff across all assigned clients.

CS will review FloQast to ensure THE CLIENT staff are using FloQast consistently (as per the FQ User Manual) and complete all FQ tasks.

CS will identify any accounting errors or inconsistencies which will then be addressed with the Senior Managers who will then implement the changes or corrections with bookkeepers and controllers.

CS will identify any accounting process improvements for assigned clients with an emphasis on creating efficiencies using third party software connecting to the accounting software.

CS will identify any pain points that fit the criteria of an ERP Software Implementation.

CS will document any accounting errors, inconsistencies, and improvements with Manager to include in future process documents so that these issues or solutions are prevented or implemented in the future by THE CLIENT staff.

Quarterly/Semi-Annual/Annual Client Satisfaction Calls:

CS will schedule periodic calls with a client to measure their level of satisfaction with our services. CS’s will ask the client if they are experiencing any pain points, related or unrelated to THE CLIENT staff and any new objectives or goals that THE CLIENT can assist in carrying out. CS will create a Customer Success Plan with the client and revisit the plan document during each call to review progress since the last call.

CS will also identify client needs and present solutions where THE CLIENT can increase their scope of work to assist the client in accomplishing their goals/needs.

Semi-Monthly Billable Time Review (Spring Ahead):

CS will review the staff’s billable time in Spring Ahead on a semi-monthly basis. They will ensure all staff submit time descriptions consistently and correctly since these time descriptions are visible on the client invoices.

CS will ensure the staff’s billable time corresponds with the proposed monthly client THE CLIENT cost proposals.

CS will ensure Senior Managers are delegating most of the client work to bookkeepers and controllers. The Senior Managers should only spend time reviewing work, not performing work (there are and will be exceptions).

Monitoring Client Group Emails Daily:

Each CS is assigned a client Group Office 365 email address which is forwarded to THE CLIENT staff assigned to the client. Our clients and staff are instructed to cc the group email on all emails.

CS will ensure that a THE CLIENT staff member responds to ALL client emails within 8 business hours.

CS will monitor, scan, and/or read all client email correspondences to identify and/or foresee possible accounting errors, misinformation, client conflicts, or THE CLIENT intercompany staff conflicts to intervene either with the client or Senior Manager.

CS will ensure staff update the Client Portal Profiles with any client changes (i.e. If the client changes entity structure or switching a bank/lending relationship). Make sure state nexus is updated.

Make sure key info sent via email is saved in Sharepoint for future reference.

Monitor emails for changes in Scope of Work to update FQ

Monitor emails for THE CLIENT errors to create new tasks in FQ Master Checklist so that these errors are not repeated for other clients.

Weekly Calls with Senior Managers:

CS will schedule recurring weekly video calls with each Senior Manager assigned to their clients. The agenda of the calls will be to discuss any topics arising from the monitoring of emails, progress on client monthly accounting closes or any other client projects, and team building.

Job Type: Part-time

Pay: $36,285.99 – $121,093.41 per year

Schedule:

• Monday to Friday

Application Question(s):

• Sage-Intacct Experience

Experience:

• Microsoft Excel: 5 years (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: Remote