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    Accounting Lead - Atlanta, United States - Ceterus

    Ceterus
    Ceterus Atlanta, United States

    3 weeks ago

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    Description


    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

    Atlanta, GA, US7 days ago

    Requisition ID: 1029About Ceterus●


    Own a customer base of small business entrepreneurs with the primary objective of driving structured advisory services valued by our customers.

    ● Proactive services provided via:○

    post-sale new client contract introduction/consultation○

    structured outreach (e.g., budgeting, cash flow, break-even, leveraging an approved tool thatis promoted in a webinar)○

    serving as a brand expert to drive content (via webinars or other)○

    coordinating/proposing support from other subject matter experts where possible○

    working with leadership to propose learning aids for customers (general or brand specific)○

    build financial literacy●

    On a reactive basis, be available to customers via email or scheduled calls to:o

    respond to customer questions (planning, accounting, educational)o

    drive awareness of customer needs, advocate for quality serviceo

    refer accounting questions/adjustments to other team members for follow upRole of Accounting LeadResponsibilities●

    Set up proactive consulting/education calls with customers (high priority and ones identified when addressing incoming emails).●

    Develop "Standardized" responses for regular financial inquiries with intent to delegate to Customer Service Rep/Accounting team in future.●

    Review all newly onboarded accounts●

    First pass review/response for client questions/requests in Zendesk. Pass accounting relateditems to Senior Accountant(s).●

    Adjudicate escalations from Customer Success Representatives●

    Focus on communication, verbal and written, with customers.●

    Gather pertinent customer insight and reports findings to leadership.●

    Forward repeat or complex accounting items to the Lead Accounting Operations analyst forreview.
    Requirements●

    Five years of experience in bookkeeping, accounting, or financial analysis●

    Strong analytical abilities and experience reviewing financial statements●

    Excellent oral and written communication skills●

    Prior experience communicating directly to customers or presenting financials is a plus

    #J-18808-Ljbffr
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