What are the responsibilities and job description for the Senior Accounting Professional position at Pivotal Finance?
Job Description
As a Senior Accounting Professional at Pivotal Finance, you will be responsible for managing large, named, key client accounts. You will develop and implement account plans to strategically manage and grow client portfolios, monitor client engagements to ensure quality service delivery, and build and maintain strong relationships with existing clients.
You will identify opportunities for upselling additional services to existing clients based on their evolving needs, collaborate with internal teams to introduce clients to new offerings and value-added services, and work closely with financial operations, tax, and firm administration to ensure seamless client experiences.
This role requires a Bachelor's degree in Business, Accounting, or related field, proven experience in client management, account management, or a related role, and a strong understanding of accounting and financial services.
As a Senior Accounting Professional at Pivotal Finance, you will be responsible for managing large, named, key client accounts. You will develop and implement account plans to strategically manage and grow client portfolios, monitor client engagements to ensure quality service delivery, and build and maintain strong relationships with existing clients.
You will identify opportunities for upselling additional services to existing clients based on their evolving needs, collaborate with internal teams to introduce clients to new offerings and value-added services, and work closely with financial operations, tax, and firm administration to ensure seamless client experiences.
This role requires a Bachelor's degree in Business, Accounting, or related field, proven experience in client management, account management, or a related role, and a strong understanding of accounting and financial services.
