Client Integration Lead (Accountant) - remote

kept.pro • Minneapolis, MN

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 goal is to get clients up and running quickly while maintaining accuracy and a positive client experience.

The role includes reviewing client systems and records, carrying out accounting setup and cleanup, documenting processes, and preparing the service team for handoff. The lead also establishes technology integrations with third-party client platforms and serves as the primary client contact during the first few months, facilitating meetings and following up on action items. The position requires gathering information and maintaining client cooperation, while also pitching in on 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

• 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 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, follow up on missing items, and keep 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