Join the Tidy Books Team - ACCOUNT MANAGER

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Description

Are you a team player, with a strong social orientation? Do you possess strong communication skills and have a desire to manage and service existing client accounts? We are looking for someone who can thrive in a fast paced, multi-tasking environment involving lots of relationships.

If you have high detail orientation in all of your work responsibilities and want to be part of a strong team, then keep reading!

Details

We are a growing bookkeeping firm that works hard for our clients and is committed to caring for our team. What started as a solopreneurship has grown to a team of 10+. We work primarily in the photography industry, as well as other related fields. (See more about who we are below).

As an Account Manager you will be the main point of contact for our clients, as well as a liaison between our clients and our team of bookkeepers. You will play a vital role in making sure that we’re providing on-time, accurate, quality bookkeeping for our clients by managing projects and deadlines. You will be responsible for handling client requests and making sure that clients are happy and taken care of in a timely manner.

This is an employee position with a minimum of hours per week (with the potential for more) spread over 4-5 days/week. We offer flexible hours but firm deadlines, so a commitment to consistency is essential. Pay starting at $20-25/hr DOE.

Requirements include:

  • Quickbooks Online ProAdvisor, Bookkeeper Launch certification (these can be obtained during the interview/training process)

  • 2 years bookkeeping experience preferred (sorry, this is not for beginners)

  • Quiet, professional meeting space for Zoom meetings - our preference is a blank or tidy wall background

  • Strong, reliable technology and internet connection

Who we are:

At Tidy Books, our mission is to bring financial organization and clarity to 1,000+ photographers with unmistakable care, passion and excellence.

Through our core values we strive to be a culture where people want to work and grow.

Responsibilites Include:

Client facing role:

  • Walking clients through the onboarding and monthly bookkeeping process 

  • Conducting client review meetings/check-ins

  • Helping clients confidently and clearly understand their numbers

  • Provide basic advisory insights/recommendations during client meetings

  • General client-facing customer service 

  • Maintaining clear communication so that no information gets missed with clients 

Team Facing Role

  • Making sure our team of bookkeepers has what they need to do their job 

  • Providing feedback and training to our bookkeepers when needed to ensure a high quality of service

  • Work with our Director of Operations to manage and prioritize projects and team members to meet deadlines and goals

  • Working directly on complex or priority bookkeeping projects as needed

Please follow BOTH steps to submit your name for consideration.

1) Please send an email to Tanya with why you feel you would be a great fit for Tidy Books! Include your resume. Email: tanya@tidybooksboutique.com.

2) Complete this short survey.

Thank you! We will be in touch with next steps.

To Apply: