Account Manager
Reports to: Director, Client Accounting Services Type: Full-time Location: RemoteThe role
The 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 do
Client 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.
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📌 Account Manager, Client Accounting Services (Ciudad de México)
🏢 8 Figure Finance
📍 Ciudad de México