Client Success Lead: Account Management & Projects

Financial Statement Services, Inc; Oklahoma; On-site; USD 37,000 - 39,000; Full time

Benefits offered by this job

ESOP

Medical, Dental, Vision & Life

Vacation, sick leave and holidays

Employee Assistance & Care Programs

Additional perks & award programs

Job summary

Financial Statement Services, Inc in Lincoln, RI is seeking an Account Representative to join the Client Services team in a SaaS-based production environment, managing daily tasks of client projects from setup through billing.

This onsite role requires strong critical thinking, project coordination, and the ability to learn new technical concepts, while building relationships and providing clear, professional client communications.

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.

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

Client management

Project coordination

Technical communication

Business writing

Organization

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 join the Client Services team in a SaaS-based production environment, managing daily tasks of client projects from setup through billing.

This onsite role requires strong critical thinking, project coordination, and the ability to learn new technical concepts, while building relationships and providing clear, professional client communications.