Remote Client Onboarding & Integrations Lead

kept.pro; Houston (TX); Remoto; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

kept.pro is seeking an experienced accounting onboarding professional to scope clients’ needs and drive a fast, accurate onboarding. You’ll coordinate from initial conversations through handoff to the service team, shortening time to value while preserving client satisfaction.

You’ll serve as the primary client contact during early months, facilitating meetings, collecting required information, and ensuring timely follow-ups. A remote, distributed team environment is common.

Competenze

• 6+ years of bookkeeping or accounting experience.
• Bachelor’s degree in finance, accounting, or related field preferred.
• 1+ year of project management experience or equivalent training.
• Confidence with multiple technology platforms and systems.
• Strong ability to manage competing priorities and delegate.

Mansioni

• Scope new clients’ accounting needs and define onboarding work.
• Coordinate onboarding from first conversations to handoff to service team.
• Establish technology integrations for various client platforms.
• Be primary client contact during initial months with meetings and follow-ups.
• Gather information, obtain cooperation, and keep clients informed.

Conoscenze

Accounting experience

Project management

Client engagement

Analytical thinking

Remote work experience

Formazione

Bachelor's degree in finance or accounting

Strumenti

Accounting software platforms

CRM tools

Descrizione del lavoro

kept.pro is seeking an experienced accounting onboarding professional to scope clients’ needs and drive a fast, accurate onboarding. You’ll coordinate from initial conversations through handoff to the service team, shortening time to value while preserving client satisfaction.

You’ll serve as the primary client contact during early months, facilitating meetings, collecting required information, and ensuring timely follow-ups. A remote, distributed team environment is common.