Manage a portfolio of clients, monitoring their journey and ensuring a close, consultative relationship;
Conduct periodic meetings, supporting clients in using the platform and improving their processes;
Clarify questions related to accounting routines, tax matters, integrations and other solution features;
Act as a bridge between clients and internal teams, tracking requests until resolution;
Monitor portfolio health, identifying risks, improvement opportunities and possibilities to expand the relationship;
Participate in building processes, playbooks, support materials and the team's knowledge base;
Contribute to continuous improvement of the customer experience and the evolution of the operation.

Degree in Accounting, Business Administration or related fields;
Experience in accounting, accounting BPO or financial areas;
Knowledge of accounting routines and statutory reporting obligations;
Interest or experience in B2B customer relationship management;
Comfortable with technology and using systems;
Good communication, organizational skills and the ability to manage multiple demands simultaneously.

Accounting Relationship Analyst – Key Account

Key skills