Note: The job is a remote job and is open to candidates in USA. Sourced is seeking a detail-oriented and client-focused part-time Account Manager to join their growing team. This fully remote position is focused on managing client accounts and ensuring smooth financial processes while delivering excellent customer support.
Responsibilities
- Build and maintain strong relationships with clients to understand their business and accounting needs
- Serve as the primary point of contact for customer questions, concerns, and ongoing account support
- Manage client accounts and proactively identify opportunities to improve client satisfaction and retention
- Collaborate cross-functionally with internal teams to ensure successful client outcomes
- Maintain accurate financial records and assist with bookkeeping-related tasks
- Monitor account health and provide regular reporting and updates
- Support clients in navigating and utilizing QuickBooks effectively
Skills
- Minimum 2 years of bookkeeping experience
- QuickBooks Certification required
- Strong understanding of bookkeeping principles and financial processes
- Excellent communication and interpersonal skills
- Comfortable in a client-facing role and managing multiple accounts
- Highly organized with strong attention to detail
- Must be located in the United States and authorized to work in the U.S
- Ability to work independently in a remote environment
Benefits
- Flexible remote work environment
- Opportunity for work-life balance
- Ability to set and manage your own schedule
Company Overview