Keeply.AI is an emerging agency dedicated to providing outsourced bookkeeping services for businesses. We help clients organize and prepare their financial documents, ensuring they are ready for their accountants to handle tax preparation. As we grow, we're looking for a dedicated and experienced Account Manager to join our team. Position Overview: As an Account Manager at Keeply.AI, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. You will lead a team of Junior Bookkeeping Assistants and collaborate with Team Leads to deliver effective bookkeeping solutions tailored to our clients' needs.
Responsibilities:
Manage and cultivate client relationships, serving as the liaison between clients and our bookkeeping team.
Oversee and mentor Junior Bookkeeping Assistants to ensure quality service delivery and client satisfaction.
Collaborate with Team Leads to improve client service and operational efficiency.
Ensure timely and accurate preparation of financial documents for client review.
Identify opportunities for upselling services to enhance client experiences.
Provide regular updates and reports to management on client status and team performance.
Qualifications:
Proven experience as an Account Manager or in a similar role within a bookkeeping or financial services environment.
Strong understanding of bookkeeping processes and financial documentation.
Excellent interpersonal and communication skills for building strong client relationships.
Leadership experience with the ability to mentor and guide junior team members.
Self-motivated, organized, and capable of working independently in a remote environment.
Proficiency in Microsoft Office Suite.
Fluent in German and English (both written and spoken).
Why Join Us?
Become part of a new agency focused on delivering high-quality bookkeeping services.
Work in a supportive and collaborative environment that values dedication and professionalism.
Enjoy flexible remote work opportunities.
If you are passionate about helping businesses succeed and are ready to take on a key role in our team, we would love to hear from you!