Job Description

  • Back
  • /
  • Job Description

Account Manager

Western Cape Market Related
Sector: Financial Services
Posted: Friday, 6 May 2022





Signup/Login to apply

Job Details

SPECIFICATION

An owner led accounting business, which assists businesses with managing their accounting & finances, is looking for an Account Manager to join their small client serving team. 

You will be responsible for:

  • Prepare the implement the meeting schedule for each quarter
  • Complete client tasks as per SOP's
  • Host meetings as per the schedule
  • Onboard clients as per the SOP
  • Keep Triage current
  • Keep To-Do-List current
  • Keep all correspondence in the appropriate Karbon contact and / or job as necessary
  • Review list of overdue jobs monthly/ Remediate and escalate.
  • Attend team meetings as per the roster

 

Requirements:

  • Xero experience
  • B.Com or equivalent degree
  • Accounting experience

 

Characteristics we are looking for:

  • Enthusiasm - WANTS to work
  • Accuracy
  • Trustworthy – able to handle confidential transactions
  • Organised 
  • Reliable 
  • Accurate 
  • Honest 
  • Service-oriented
  • Positive  
  • Confident
  • Passionate
  • High service standards