Accounting Services Manager

View full description

Requirements:

• 5+ years of experience in deductions management and the CPG industry.
• Proven expertise in accounting processes, deductions, accruals, or trade finance.
• Experience with SaaS products and ERP systems.
• Strong communication and collaboration skills, both written and verbal.
• Ability to work cross-functionally with teams such as Implementation, Customer Success, and Services.

Responsibilities:

• Lead client onboarding efforts, ensuring clear workflows between ERP and Vividly, leveraging accounting expertise.
• Collaborate with the Implementation, Integration and Customer Success teams to tailor onboarding procedures to client needs, ensuring long-term success.
• Work with Services Team Leads to develop and document repeatable workflows that are customized to individual client needs.
• During onboarding, push deadlines, commitments, and processes to ensure clients are set up for success.
• Host initial client meetings to provide insights, gather feedback, and address customer needs.
• Foster strong relationships with clients, ensuring their satisfaction and long-term advocacy for Vividly’s platform.
• Provide ongoing support to the client’s dedicated Team Lead as needed.