Position: Relationship Manager

 

Focus Accounting & CPA Firm is a certified public accounting firm with a goal to serve its clients who wish for outstanding tax and accounting services.
We are looking for a relationship manager with excellent communication and organizational skills to join our team at our Santa Clara, CA office. The relationship manager’s chief role will be to create long-term, trusting relationship with our clients by building relationship with existing clients and actively seeking new opportunities to acquire new clients as well. The relationship manager will also be responsible for supervising the overall workflow and project management within the company.

Requirements:
– Bachelor’s or master’s degree in related field
– Previously worked as office manager in a CPA firm or law firm or any other professional service organization
– Excellent verbal and written communication skills
– Demonstrated ability to build strong customer relationship
– Demonstrated ability to run metrics on project efficiency and report to the management
– Proven ability to juggle multiple projects at a time and maintain sharp attention to detail

Key Responsibilities:
– Responsible for overall workflow within the firm
– Maintain relationship with clients and act as HR manager within the firm
– Responsible for overall supervision of projects, efficiency, and billing
– Carry out other duties as assigned by the management
– Ensure timely and successful delivery of our clients’ needs
– Respond to emails and follow up with clients if needed
– Assist with challenging client requests or issue escalations as needed
– Clearly communicate the progress of weekly/monthly/quarterly initiatives to the management

Salary and Benefits:
– Competitive salary
– 401K benefit
– Cell phone
– Health, vision and dental insurance
– Flexible schedule
– Paid vacation

Office Location:
Santa Clara, CA 95050