Client Integration Lead (Accountant) - remote

kept.pro • Houston, TX

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 as quickly as possible while maintaining accuracy and a positive client experience.

The role involves reviewing client systems and records, defining the work needed for a successful start, performing accounting setup and cleanup, documenting processes, and preparing the service team for handoff. It also establishes integrations with third-party client platforms and serves as the client’s primary point of contact during their first few months. The lead facilitates meetings, follows up on action items, gathers required information, and keeps clients informed. The person in this role may also pitch in with standard accounting work when the team is short-handed.

This is a remote role for candidates residing in a state where kept.pro is established: Texas, Arkansas, Missouri, or Minnesota.

Requirements

• At least 6 years of bookkeeping or accounting experience.
• Confidence working in various technology platforms.
• Ability to manage competing priorities and delegation.
• Comfort engaging with clients and internal teammates.
• Analytical thinking and creative problem-solving skills.
• Experience working remotely with a distributed team.
• Reside in 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.
• Contribute to standard accounting work when the team is short-handed.

What This Job Offers

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