Manager – Cloud Accounting Client Success

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. 

EisnerAmper is seeking a Manager – Cloud Accounting Client Success who will be responsible for the management of assignments relating to supporting client relationships and ongoing annuity for our SAAS software product, Sage Intacct.  In this role you will ensures client satisfaction through all stages of the client lifecycle as well as promoting add-on products and services. You will develop a comprehensive understanding of Sage Intacct’s cloud financial management solution and keeps abreast of upcoming product releases and complementary solutions, including attending product conferences as needed.

What it Means to Work for EisnerAmper:  

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry   

• You will have the flexibility to manage your days in support of our commitment to work/life balance   

• You will join a culture that has received multiple top “Places to Work” awards   

• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions    

• We understand that embracing our differences is what unites us as a team and strengthens our foundation    

• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work    

• Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts   

What Work You Will be Responsible For: 

• Educates clients on additional features and functionality of the accounting software application, including add-on products.

• Participates in the development of standard operating procedures, training materials, and presentations as required.

• Works collaboratively with clients to replicate and document system issues, prioritizes multiple client cases, investigates and researches issues, and assists with timely issue resolution using available resources.

• Conducts periodic meetings with clients to understand and capture feedback and additional opportunities.

• Provides oversight of team leaders and teams in identifying resource needs and completing individual responsibilities within the client lifecycle.

• Builds and maintains trusted relationships with a diverse group of clients, co-workers, managers, and subject matter experts.

• Assesses manual accounting processes to make automation recommendations to clients and team.

• Establishes, coordinates, and maintains data integrity of procedures, processes, and controls.

• Prepares work papers, coordinates client approvals, and submits orders with Sage Intacct reflecting results of software add-on and renewal efforts.

• Ensures documents maintained from client agreements are complete, current, and stored appropriately.

• Advances product knowledge by attending specific courses and obtaining product certifications where applicable.

• Performs quality assurance review of all client deliverables.

• Ensures client satisfaction through open communication, managing expectations, meeting deadlines, and communicating concerns proactively with the team.

• Communicates regularly on client progress, pain points, concerns, and feedback. Helps identify and clear roadblocks to ensure a successful partnership.

• Delegates tasks, as appropriate, to other team members and assists with monitoring quality work products are delivered to clients.

• Identifies opportunities and recommends methods to improve service, work processes, and financial performance (e.g., procedure optimization).  Assists in the implementation of quality improvement initiatives.

Basic Qualifications:

• 7-10 years of experience in accounting roles, accounting system support, and/or accounting system implementation is required.

• 7+ years of experience with cloud-based accounting systems such as Sage Intacct, QuickBooks Online, Oracle NetSuite, or Microsoft Dynamics is required.

• 3 years of experience in managing client relationships.

Preferred/Desired Skills:

• Bachelor’s degree in Accounting, Business, or a related field is preferred.

• Capacity to perform at an intermediate or advanced level with respect to Sage Intacct or similar financial management software applications, such as Microsoft Dynamics or Oracle NetSuite.

• Familiar with general accounting concepts and processes including accounts payable, accounts receivable, and reconciliations.

• Familiar with specific accounting financial management processes, including procure to pay, order to cash, and record to report.

• Comfortable with technology and capable of learning and working effectively with various software applications.

• High degree of professionalism including the ability to maintain high levels of confidentiality and handle highly sensitive information.

• Technically proficient to perform at an intermediate or advanced level with software tools including, but not limited to the Microsoft Office Suite of products (Outlook, Excel, Word, PowerPoint).

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.