Client Services Lead - Employee-Owned, Onsite

Financial Statement Services, Inc; Lincoln; On-site; GBP 27,000 - 28,000; Full time

Benefits offered by this job

ESOP (Employee Stock Ownership Plan)

Benefits package including health

Paid time off and holidays

Employee assistance programs

Additional perks & awards

Job summary

Financial Statement Services, Inc. in Lincoln, RI is seeking an Account Representative to manage client projects in a SaaS-based production environment, coordinating across internal teams to ensure accuracy from setup through billing.

The role requires strong problem-solving and communication skills, a bachelor’s degree, and 1–3 years of B2B account management or client implementation experience. It is an on-site, Monday–Friday position.

Qualifications

• Must have a bachelor’s degree.
• 1-3 years of experience in B2B account management, client implementation or related industry experience.
• Strong problem-solving and critical thinking skills.
• Ability to grasp and explain technical concepts with ease.
• Excellent business writing and communication skills with a keen attention to detail for professional client communication.
• Strong organizational and coordination skills to manage multiple tasks, deadlines, and client needs efficiently.
• Proficiency in Word, Excel, and PowerPoint, Outlook and Teams (project management software experience is a plus!).

Responsibilities

• Client Success: Serve as the primary point of contact between your clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing. Ensure client needs are clearly understood and executed.
• Project Management: Oversee client implementations, manage daily tasks for accounts, and monitor production workflows.
• Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create clear technical documentation tailored to client specification.
• Data & Reporting: Ensure accurate client billing and generate client reports.
• Process Improvement: Collaborate with teams to enhance efficiency and deliver top-tier service.

Skills

Strong problem-solving

Excellent business writing

Communication skills

Coordination skills

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

Outlook

Teams

Job description

Financial Statement Services, Inc. in Lincoln, RI is seeking an Account Representative to manage client projects in a SaaS-based production environment, coordinating across internal teams to ensure accuracy from setup through billing.

The role requires strong problem-solving and communication skills, a bachelor’s degree, and 1–3 years of B2B account management or client implementation experience. It is an on-site, Monday–Friday position.