Client Integration Lead (Accountant) - remote

kept.pro • Little Rock, AR

2d • $66,000 - $88,000 • Remote

About The Position

The Client Integration Lead scopes new clients’ accounting needs and coordinates onboarding from initial conversations through handoff to the service team. The objective is to get clients up and running quickly while maintaining accuracy and a positive client experience. The role involves reviewing client systems and records, performing accounting setup and cleanup, documenting processes, and establishing technology integrations with third-party platforms.

The position serves as the client’s primary point of contact during the first few months, facilitating meetings, following up on action items, and gathering information needed to keep onboarding moving. The person in this role may also contribute to standard accounting work when the team is short-handed.

Requirements

• At least 6 years of bookkeeping or accounting experience.
• Confidence working in various technology platforms.
• Comfort managing competing priorities and delegation.
• High comfort level engaging with clients and internal teammates.
• Analytical thinking and creative problem-solving skills.
• Experience working in a remote environment with a distributed team.
• Reside in a state where the company is established: Texas, Arkansas, Missouri, or Minnesota.

Nice To Haves

• A Bachelor’s degree in finance, accounting, or a related field.
• At least 1 year of project management experience or equivalent training.

Responsibilities

• Scope new clients’ accounting needs, review their systems and records, and define the work needed for a successful start.
• Conduct accounting setup and cleanup activities, document client processes, and prepare the service team for a smooth handoff.
• Establish technology integrations and connections for various third-party client platforms.
• Act as the primary point of contact for clients during their first few months, including facilitating meetings and following up on action items.
• Earn clients’ cooperation, gather required information, and follow up on missing items while keeping clients informed.
• Pitch in with standard accounting work when the team is short-handed.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed