Senior Account Manager

OPTIMAL; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

OPTIMAL in the United States is seeking a Senior Account Manager to partner with clients, oversee accounting operations, and drive onboarding and relationship management. You will translate financial data into insights and coordinate across teams to ensure top-tier service for US-based clients.

You will lead executive-level conversations, mentor other managers, and optimize processes to improve delivery, accuracy, and client satisfaction across multiple accounts.

Qualifications

• Client-focused with strong relationship-building skills.
• Strategic, detail-oriented, and solutions-driven.
• Calm under pressure and confident in high-level discussions.
• Capable of leading teams and aligning stakeholders toward common goals.
• Comfortable engaging with executives, investors, and U.S.-based clients.
• Skilled at balancing client service with operational execution.

Responsibilities

• Client Relationship Management & Strategic Advisory: Serve as the primary point of contact for assigned clients, ensuring a high-touch and exceptional service experience.; Lead strategic discussions with clients regarding financial performance, operational priorities, and growth opportunities.; Build long-term client relationships through trust, responsiveness, and proactive communication.; Partner with executives and business owners to identify solutions that support their goals.

Job description

Job Title: Senior Account Manager

Company: OPTIMAL

Department: Accounting

As a Senior Account Manager at OPTIMAL , you will serve as a strategic partner to clients while leading high-level accounting operations, client onboarding, and relationship management. This role combines strong financial expertise with a highly professional, client-facing presence, requiring the ability to build trust, guide strategic discussions, and ensure seamless service delivery for U.S.-based clients.

You will act as a key liaison between clients and internal teams, ensuring financial operations are accurate, timely, and aligned with each client’s business goals. In addition, you will oversee onboarding initiatives, mentor team members, and continuously improve processes that elevate the client experience.

About the Role

This position is ideal for a polished and proactive professional who thrives in both relationship management and operational leadership. The successful candidate is someone who can confidently lead conversations with executives, manage multiple priorities, and translate financial data into actionable business insights.

Who is this Role a Fit For?

• Client-focused with strong relationship-building skills
• Strategic, detail-oriented, and solutions-driven
• Calm under pressure and confident in high-level discussions
• Capable of leading teams and aligning stakeholders toward common goals
• Comfortable engaging with executives, investors, and U.S.-based clients
• Skilled at balancing client service with operational execution

Key Responsibilities

Client Relationship Management & Strategic Advisory

• Serve as the primary point of contact for assigned clients, ensuring a high-touch and exceptional service experience.
• Lead strategic discussions with clients regarding financial performance, operational priorities, and growth opportunities.
• Build long-term client relationships through trust, responsiveness, and proactive communication.
• Partner with executives and business owners to identify solutions that support their goals.

Client Onboarding & Account Growth

• Serve end-to-end onboarding of new clients, ensuring a smooth transition into OPTIMAL’s systems and processes.
• Coordinate internal departments to launch services efficiently and accurately.
• Identify opportunities to expand services and add value to existing client accounts.
• Ensure onboarding milestones and deliverables are met with excellence.

Leadership & Internal Collaboration

• Act as a bridge between clients and accounting teams to ensure expectations are clear and consistently delivered.
• Mentor account managers, promoting accountability and service excellence.
• Oversee day-to-day workflows, escalations, and long-term client projects.
• Foster strong collaboration across finance, operations, HR, and leadership teams.

Operational & Financial Oversight

• Review financial reports (when needed), including Income Statements, Balance Sheets, and custom client-facing dashboards.
• Ensure accuracy and timeliness of bookkeeping, reconciliations, AP/AR, and monthly close processes.
• Oversee use of platforms such as QuickBooks Online, AppFolio, Yardi, and related systems.
• Support financial planning, budgeting, and reporting initiatives for clients.

Process Improvement & Service Excellence

• Develop and refine internal procedures that improve efficiency, reporting accuracy, and client satisfaction.
• Ensure compliance with accounting standards and internal controls.
• Maintain a consistently professional standard in all written and verbal communications.
• Respond promptly to client inquiries and provide clear updates to stakeholders.
• Internal strategic planning documentation.