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Atlanta, GA, US
7 days ago Requisition ID: 1029
About 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 that
is 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:
• respond to customer questions (planning, accounting, educational)
• drive awareness of customer needs, advocate for quality service
• refer accounting questions/adjustments to other team members for follow up
Role of Accounting Lead
Responsibilities
● 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 related
items 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 for
review.
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
•
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