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CPA Account Manager

Audit Sight

Audit Sight

Accounting & Finance, Sales & Business Development
United States
Posted on Oct 17, 2024
Be a trusted advisor to our customers and help them succeed with our product

Audit Sight provides transparency, trust, and truth within the world's economies and capital markets. We are a fast-growing software company with the expertise, experience, and resources to make a massive impact on auditing and verifying financial records. We are looking for a CPA Account Manager to work closely with our customers and ensure their success.

As a CPA Account Manager, you will be the main point of contact for our customers, building strong relationships and providing exceptional customer service. You will understand their specific needs and goals, and work with them to maximize the value they receive from our product. Your role will involve proactive monitoring, onboarding new customers, conducting training sessions, and providing ongoing support and guidance. This position is vital for maintaining customer satisfaction and driving customer retention.

Requirements

Is this the right job for you?

We are looking for a team member who is a certified public accountant (CPA) with experience in auditing and accounting. You should have a deep understanding of the audit process and be able to apply your knowledge to help our customers succeed. Here are some key requirements:

  • Strong background in auditing or transaction advisory, preferably with experience at a public accounting firm
  • Active CPA certification
  • Ability to build and maintain strong relationships with customers
  • Excellent communication and presentation skills
  • Ability to identify and understand customer needs and provide tailored solutions
  • Strong problem-solving and analytical skills
  • Proactive and results-oriented mindset
  • Experience with customer success or account management is a plus

Is Audit Sight the right company for you?

Effort. Attitude. Communication. Location. These pillars are the foundation of our culture and influence everything we do here at Audit Sight.

At Audit Sight, we welcome people of different races, religions, colors, sexual orientations, gender identities and expressions, political viewpoints, and countless other characteristics. We value candidates with non-traditional backgrounds, experiences, abilities, and perspectives. We don't do this because it's the law or there is a business case for it. We do it to honor our humanity and yours.

Are you intrigued but unsure if this is the right job for you? Please apply anyway! We will be growing more rapidly in the next 3-6 months. Audit Sight is a remote-first organization. As we grow, we will likely offer flexible office space in Chicago and Atlanta.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Work From Home
  • Commission Bonus Plan
  • Stock Option Plan