Account Lead
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Cedarhurst, New York · In-Person
40-40 hrs/week
$130k - $150k
Overview
A company is looking to hire an Account Lead to manage client relationships and oversee accounting services. The candidate will maintain client accounts, review financial deliverables, manage team workflows, and ensure service quality.
Skills and Requirements
- Considerable experience in financial services.
- Proficiency in QuickBooks or similar software.
- Strong communication and organizational skills.
- Excellent multitasking and delegation abilities.
- Ability to build and maintain strong relationships.
Required Skills
Client Relationship Management
Workflow Management
Organizational Alignment
Trust Building
Customer Satisfaction
Financial Acumen
Organized
Task Prioritization
Multitasking
Task Delegation
Professional Communication
QuickBooks
Benefits
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life_insurance
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About the Company
Accounting / Finance
20 - 50 employees
Cedarhurst, New York