Description Kevin Wong with Robert Half is offering an exciting opportunity for a Client Success Team Manager based in Portland, Oregon. This role operates within the accounting industry, specifically focusing on providing Quickbooks® Online-based precision accounting services. The successful candidate will take the lead in managing the flow of new clients through our structured onboarding process, ensuring a smooth transition and a successful beginning of their relationship with us. Responsibilities: Lead the onboarding of new clients, overseeing the entire process to ensure a smooth and professional experience Coordinate and manage Zoom®-based meetings that form the core of our nine-stage onboarding process Design and implement structured processes to transition clients from their current bookkeeping processes to our highly stabilized series of repeating workflows Act as the primary team member responsible for defining the strategy and specifications for the cleanup and redesign of client books Communicate effectively with clients and internal teams using digital platforms to facilitate the flow of information and promptly resolve any issues Oversee the administrative details of meeting coordination across all participants, aided by a Virtual Assistant Lead the development of a detailed consensus triage document that identifies errors, workflows, and client behaviors that need to change Help clients define a better business structure, which may involve the creation of new or additional entities Manage multiple client relationships simultaneously, adapting quickly to new challenges and maintaining utmost accuracy in client records using cloud-based tools.Please contact Kevin Wong with Robert Half to review this position. Job Order: 03600-0013096969Requirements Proficiency in Accounting Software Systems Familiarity with ADP - Financial Services Experience with BlackLine software Proficient in using Concur software Understanding of ERP - Enterprise Resource Planning Ability to handle Accounting Functions Knowledge of Accounts Payable (AP) and Accounts Receivable (AR) Experience in Auditing Familiarity with Billing Functions Proficiency in Excel Formulas Strong leadership and team management skills Excellent communication and interpersonal skills Proven ability to achieve client success Ability to handle multiple tasks and prioritize effectively Strong problem-solving skills Demonstrated ability to work under pressure and meet tight deadlines Excellent customer service skills. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
