Objective of this position is to deliver the ProfitCoach Experience through quality assurance reviews, client relationship and account management
Lead and participate in new client onboardings
Monitor team performance metrics
Ensure timely completion of all assigned client tasks
Ongoing process improvement
Create and maintain client communication protocols
Review and ownership of financial statements
Management of client relationship, including setting and maintaining expectations
Oversight of various financial and administrative functions

Ability to manage client relationships and deliver the ProfitCoach experience (owning the outcome, ease of doing business, and extraordinary service)
Ability to oversee the execution of routine and non-routine (clean up, onboarding) services
Advanced problem-solving skills
Ability to write, improve, and train on new Trust accounting processes
Bookkeeping experience with a focus on accuracy, timeliness and efficiency
Excellent verbal and written communication
Proficiency with Microsoft Excel
Ability to define and document new processes
Basic ability to read and analyze financial statements
Ability to quickly learn and master new cloud-based software applications
Expert Proficiency with AppFolio
Proficiency with Rentvine (preferred)

Senior Trust Accounting Executive – MX

Key skills