Account Manager
New
O
Oceans TalentFinancial Consultancy
Sri Lanka, Meaningful overlap with client's working hours required.Full-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 5+ years
- Required Skills
- Project ManagementProblem SolvingStakeholder managementFinancial analysisQuickBooksAccount Management
Requirements
- 5+ years of professional experience, ideally in client-facing account management, finance operations, or professional services.
- Strong experience managing client relationships, expectations, and ongoing service delivery.
- Proven ability to coordinate multiple stakeholders, priorities, and deadlines.
- Strong technical accounting knowledge with the ability to understand financial workflows and review work.
- Hands-on proficiency with QuickBooks.
- Strong ownership mindset with the ability to independently identify problems and drive work to completion.
- Excellent written and verbal English skills.
- Highly organized with strong attention to detail.
- Ability to challenge assumptions and propose solutions.
- Comfortable using AI tools to improve productivity and workflows.
Responsibilities
- Own the day-to-day operational delivery of a portfolio of 10–20 client accounts.
- Serve as the primary point of contact for clients throughout ongoing service delivery.
- Coordinate end-to-end onboarding activities for newly acquired clients.
- Manage delivery timelines, priorities, and dependencies across multiple concurrent engagements.
- Review completed financial work for quality, consistency, and operational accuracy.
- Independently resolve the majority of client and delivery issues without requiring founder involvement.
- Identify opportunities to improve client onboarding, delivery workflows, communication, and internal coordination.
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