Accounting Lead (Remote)

ADP, Inc.; South Carolina; Remote; USD 65,000 - 90,000; Full time

Job summary

Ceterus in Charleston, SC is seeking an Accounting Lead to drive proactive consulting with customers and deliver structured advisory services. You will set up education calls, develop standardized responses, and review new accounts to ensure quality service.

The role emphasizes strong communication, analytics, and collaboration with leadership to resolve complex accounting questions and coordinate with the Customer Success team.

Qualifications

• Five years of experience in bookkeeping, accounting, or financial analysis.
• Strong analytical abilities with experience reviewing financial statements.
• Excellent oral and written communication skills.

Responsibilities

• Set up proactive consulting/education calls with customers.
• Develop standardized responses for regular financial inquiries.
• Review all newly onboarded accounts.
• First pass review/response for client questions in Zendesk and route items as needed.
• Adjudicate escalations from Customer Success Representatives.
• Focus on clear verbal and written communication with customers.
• Gather pertinent customer insights and report findings to leadership.

Skills

Five years experience

Analytical abilities

Strong communication

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

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