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Client Success Manager

First Due

United States

Remote

USD 50,000 - 80,000

Full time

3 days ago
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Job summary

An innovative company is seeking a detail-oriented Bookkeeper to support UK clients in their financial operations. This role involves ensuring accurate transaction recording in Xero, fostering client relationships, and enhancing bookkeeping processes. With a commitment to personal growth and a flexible work environment, this position offers a unique opportunity to thrive in a supportive and dynamic setting. Join a rapidly growing team that values humility, kindness, and professional development, and play a crucial role in empowering clients with timely financial insights.

Benefits

Flexible Working Hours
Remote Work Options
Generous Paid Time Off
Professional Development Opportunities

Qualifications

  • 2-5 years experience with UK accountants.
  • Proficient in Xero, ideally certified.
  • Strong Excel and Word skills required.

Responsibilities

  • Record financial transactions accurately in Xero.
  • Develop trusted client relationships for financial insights.
  • Support month-end processes and ensure compliance.

Skills

Xero
Accounting
Excel
Communication Skills
Attention to Detail

Tools

Dext
Hubdoc

Job description

iTutormind Digital Education LLP— Remote 1

Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs.

We give Entrepreneurs time back to focus on what they love doing - growing their business and being with customers. With a surging number of Entrepreneurs globally, we are innovating in a highly lucrative space.

  • Corporate Secretary: Automating the company incorporation, secretarial, filing, Nominee Director, mailroom and immigration processes via custom online robots and SleekSign. We are the market leaders in Singapore with ~5% market share of all new business incorporations
  • Accounting & Bookkeeping: Redefining what it means to do Accounting, Bookkeeping, Tax and Payroll thanks to our proprietary SleekBooks ledger, AI tools and exceptional customer service
  • FinTech payments: Overcoming a key challenge for Entrepreneurs by offering digital banking services to new businesses

Sleek launched in 2017 and now has around 15,000 customers across our offices in Singapore, Hong Kong, Australia and the UK. We have around 450 staff with an intact startup mindset.

We have achieved >70% compound annual growth in Revenue over the last 5 years and as a result have been recognised by The Financial Times, The Straits Times, Forbes and LinkedIn as one of the fastest growing companies in Asia. Backed by world-class investors, we are on track to be one of the few cash flow positive, tech-enabled unicorns based out of Singapore.


About the Role


As a Bookkeeper, you'll work directly with an Accounting Manager, supporting a portfolio of UK clients and ensuring smooth day-to-day financial operations. You'll play a key role in delivering high-quality accounting services and helping our clients succeed.

Mission: Empower clients with accurate, timely financial insights – streamline processes, strengthen relationships, and drive business success with Sleek.

Outcomes:

  • Ensure all financial transactions are accurately recorded in Xero and reconciled regularly, maintaining a 100% accuracy rate.
  • Develop trusted relationships with your portfolio of clients, providing clear financial insights and addressing queries within 24 hours
  • Support the accounting team to complete month-end processes within 5 working days, ensuring reports are accurate and compliant
  • Identify opportunities to improve bookkeeping processes, contributing to an increase in efficiency
  • Support tax returns, payroll, and statutory filings are submitted on time, maintaining full compliance with UK accounting standards

Requirements

  • 2-5 years working with UK based accountants
  • Experience with XERO (Preferably a Certified User) is a must.
  • Computer savvy with proficiency in Excel and Word.
  • Self-motivated, positive attitude, proactive and detail-oriented.
  • Good interpersonal and communication skills.
  • Able to meet tight deadlines.
  • Experience with software like Dext and Hubdoc Zendesk is desirable.
About the interview process

The successful candidate will participate in the below interview stages.

It might seem like a lot - but fear not - we come prepared! We anticipate the process to last no more than 3 weeks from start to finish depending on your availability

  • A ~30/45 minute video call with a member of our HR team to discuss your application and get a better understanding of your experience and expectations for the role.

Project or case study or Competency Based Interview

  • Here we will assess your competencies, skills and experience

Behavioural fit assessment & Q&A Session

  • A ~60 minute chat, usually with a member of HR or the leadership team
  • We’ll dive into some recent work situations to understand how you think and work

Reference interviews

  • We'll ask you to provide two references from a current or previous line manager.

Some other great things about working at Sleek…

Humility and kindness: Humility is a core attribute we hire for, which means we have a culture of not taking ourselves too seriously and being able to laugh. Kindness is also incredibly important. We are committed to creating and nurturing a diverse and inclusive environment.

Flexibility: You’ll be able to work from home. If you need to start early or start late to cater to your family or other needs, we don’t mind, so long as you get your work done and proactively communicate. You can also work fully remote from anywhere in the world for 1 month each year

Financial benefits: We pay competitive market salaries and provide staff with generous paid time off and holiday schedules.

Personal growth: You’ll get a lot of responsibility and autonomy at Sleek - we move at a fast pace so you’ll be making decisions, making mistakes and learning. There’s also a range of internal and external facing training programmes we run. We’re also at the forefront of utilising AI in our space and are developing a regional centre of AI excellence. It is our intention that if you leave Sleek, you leave as a more well-rounded person and professional.

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