Account ManagerReports to: Director, Client Accounting Services Type: Full-time Location: Remote The roleThe Account Manager is client-facing first, with day-to-day oversight of the work behind it. You are the primary point of contact for a portfolio of clients, owning communication and the client experience, while working alongside the Project Lead, Senior Accountant, and Accountant who deliver the work.
You're accountable for two things at once: every client in your portfolio feels well taken care of, and the numbers are right before they reach the Director's final review. You are the client's first call, the first-line reviewer, and a steady resource for the accountants on your clients.
What you'll doClient ownership
- Be the primary point of contact for an assigned portfolio of clients.
- Present monthly financials, answer client questions, and flag issues before clients raise them.
- Resolve routine client concerns directly, and escalate to the Director, CAS when needed.
Quality control
- Perform first-level review of monthly closes and cleanup deliverables for your clients before they go to the Director for final sign-off.
- Catch and resolve errors at the source, working directly with the accountant who did the work.
- Hold your client work to 8FF SOPs and deadlines.
Onboarding and transitions
- Support new-client onboarding and historical cleanups under the Director's lead.
- Keep clients informed on progress through onboarding and transitions.
Team support and process
- Coach accountants on your clients on 8FF process and standards, and give specific feedback that reduces repeat errors.
- Flag recurring bottlenecks to the Director, CAS.
Requirements
- 3+ years of client accounting services or outsourced accounting firm, or in public accounting with client-facing responsibility.
- Experience reviewing someone else's work or mentoring junior accountants.
- Fluent in QuickBooks Online. We also run on Notion, Slack, and Double.
This role isn't a fit if
- You're not comfortable being a business owner's primary contact.
- You want to stay heads-down in the books without client communication.
- You're not interested in growing toward reviewing and leading others.
What success looks like
- Quality: deliverables reach the Director's review clean, with minimal rework.
- Deadlines: no overdue close or cleanup deliverables across your clients.
- Communication: same-day response to client and internal messages.
- Ownership: clients know you're their person.
- Growth: you're building toward Director-level review and team leadership.