Client Engagement Manager

Addition Management; City of Syracuse (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

An established industry player is on the lookout for an Accounting Client Engagement Specialist to enhance client relationships and drive business success. This role involves guiding clients through tailored coaching sessions, developing effective business strategies, and addressing leadership challenges to foster a productive mindset. The ideal candidate will have a strong background in public accounting, excellent coaching skills, and a passion for helping small businesses thrive. Join a growing boutique firm that values client engagement and offers a collaborative environment where your contributions will make a significant impact.

Qualifications

• Bachelor's degree in accounting or equivalent experience in public accounting.
• 2-5+ years of experience in a public accounting or tax preparation firm.

Responsibilities

• Guide clients on business strategies and leadership challenges.
• Conduct coaching sessions and monitor client progress.
• Serve as the main contact between clients and the accounting team.

Skills

Client Engagement

Coaching Skills

Business Strategy Development

Leadership Skills

CRM Familiarity

Education

Bachelor’s degree in Accounting

Relevant work experience in public accounting

Tools

CRM Systems

Job description

Position: Accounting Client Engagement Specialist

Location: Syracuse (Liverpool), NY (ON SITE)

Salary: $75k – $90k + Bonus

Growing Boutique Accounting Firm is seeking an Accounting Client Engagement Specialist to join their team!

RESPONSIBILITIES

• Help, guide, and coach existing assigned client base on company products, services, business frameworks, leadership challenges, and programs serving to bolster relationships.
• Assist clients in developing effective business strategies, improving leadership skills, and maintaining a positive and productive mindset. This involves offering tailored coaching sessions and providing actionable insights to enhance business performance.
• Conduct one-on-one and group coaching sessions with clients.
• Serve as key point of contact between clients & internal accounting/bookkeeping team.
• Helping clients develop and implement business frameworks.
• Addressing leadership challenges and providing solutions.
• Guiding clients on daily mindset practices to improve productivity.
• Developing customized coaching plans for clients.
• Monitoring client progress and adjusting strategies as needed.
• Providing ongoing support and motivation to clients.
• Support monthly clients on “special” projects and changes.
• Growth plans Buy/sell/retirement.
• Support Accounting Coach on client areas not typically encountered.
• Lead training session for team that involve business trends and leadership ideas.
• Provide one on one coaching sessions for team members to support their development.
• Monitor client progress and make necessary adjustments.

QUALIFICATIONS

• Bachelor’s degree in accounting or similar work experience in a public accounting / tax environment.
• 2-5+ years’ relevant experience working for a public accounting or tax preparation firm.
• Familiarity of CRM systems preferred.
• In-depth knowledge and understanding of small business public accounting & tax.

Belief in “small business” ideals.

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service and Accounting/Auditing

Industries

Accounting