Accounting Lead (Remote)
About the role
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Charleston, SC, US
30+ days ago Requisition ID: 1029
About Ceterus Own a customer base of small business entrepreneurs with the primary objective of driving structured advisory services valued by our customers.
Proactive services provided via: post-sale new client contract introduction/consultation
structured outreach (e.g., budgeting, cash flow, break-even, leveraging an approved tool that is promoted in a webinar)
serving as a brand expert to drive content (via webinars or other)
coordinating/proposing support from other subject matter experts where possible
working with leadership to propose learning aids for customers (general or brand specific)
build financial literacy
On a reactive basis, be available to customers via email or scheduled calls to: respond to customer questions (planning, accounting, educational)
drive awareness of customer needs, advocate for quality service
refer accounting questions/adjustments to other team members for follow up
Role of Accounting Lead Responsibilities Set up proactive consulting/education calls with customers (high priority and ones identified when addressing incoming emails).
Develop "Standardized" responses for regular financial inquiries with intent to delegate to Customer Service Rep/Accounting team in future.
Review all newly onboarded accounts
First pass review/response for client questions/requests in Zendesk. Pass accounting related items to Senior Accountant(s).
Adjudicate escalations from Customer Success Representatives
Focus on communication, verbal and written, with customers.
Gather pertinent customer insight and reports findings to leadership.
Forward repeat or complex accounting items to the Lead Accounting Operations analyst for review.
Requirements:
Five years of experience in bookkeeping, accounting, or financial analysis
Strong analytical abilities and experience reviewing financial statements
Excellent oral and written communication skills
Prior experience communicating directly to customers or presenting financials is a plus
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