InTalent Asia is on a mission to find a Client Manager who is proactive, organized, and focused on client satisfaction. This position is based in Sri Lanka and operates on a remote basis. As a full-time role, the selected individual will manage a variety of client relationships, ensuring that workflows are efficient and effective, all while working Australian business hours.
The Client Manager will take on several key responsibilities that are crucial for ensuring high-quality client service and effective communication.
The primary point of contact for a designated client portfolio, the Client Manager must:
Communicate professionally and clearly with clients through various channels, including written messages and video calls.
Provide clients with proactive updates concerning their projects and tasks.
Manage client inquiries effectively, knowing when to escalate issues to senior support.
The Client Manager is accountable for the overall workflow related to their client portfolio by:
Owning and tracking the status of each project or service deliverable.
Coordinating resources and timelines to ensure all jobs are prepared and lodged punctually, particularly regarding compliance tasks like lodgements and tax deadlines.
Monitoring workflow boards and addressing pending tasks swiftly to avoid delays.
Facilitating a smooth onboarding process for new clients is another core responsibility:
Coordinating necessary client information for effective onboarding.
Setting clear expectations with clients around timelines and necessary documentation.
Ensuring that onboarding documentation is thorough and precise.
Managing financial aspects related to client work includes:
Ensuring all client engagements are appropriately scoped and charged.
Tracking billing and managing collections to ensure timely payments.
The Client Manager must utilize various software tools to track and report on their activities, such as:
Keeping client records accurate in CRM and workflow tools.
Preparing summaries and portfolio reports when necessary to improve processes.
Candidates for this position should ideally possess:
A minimum of 3 years of experience in an Australian accounting practice, particularly in roles involving client management or workflow coordination.
Familiarity with the Australian accounting compliance landscape, especially related to BAS, tax returns, and ATO processes.
Strong organizational skills and the ability to manage multiple clients and deadlines effectively.
Excellent verbal and written communication skills in English.
Proficiency in practice management tools such as XPM or Ignition.
In addition to the required skills, the ideal candidate would also benefit from:
Experience within a public practice environment.
Confidence in communication, especially when liaising with Australian clients and teams.
A calm demeanor under pressure, especially when managing overlapping deadlines.
Proficiency with common accounting or management software, enhancing workflow efficiency.
This is a remote role, allowing for flexibility; however, the candidate is expected to work during Australian business hours. It is ideal for those who thrive in a supportive, organized setting and appreciate the benefits of remote work while contributing to client satisfaction and successful project management.
The position offers full-time employment as an Offshore Contractor, allowing for a unique balance between personal life and professional responsibilities. Salary details are not explicitly mentioned, but this role is positioned within the accounting and financial services industry, typically offering competitive compensation based on experience and proficiency in the role.
Candidates interested in applying should be ready to demonstrate their capability to manage client relationships effectively and possess the skills necessary to organize and oversee workflows efficiently. This opportunity presents an exciting chance to work closely with clients from Australia, managing their accounts, and optimally servicing their needs.
This opportunity is marked with the potential for career advancement within the organization and the broader field of accounting and client services, making it a great fit for anyone looking to elevate their career while enjoying the engagement of remote work. If you believe you have the qualification and mindset required, consider applying for this position today.
This job offer was originally published on himalayas.app
This job offer summary has been generated using automated technology. While we strive for accuracy, it may not always fully capture the nuances and details of the original job posting. We recommend reviewing the complete job listing before making any decisions or applications.
