Client Account Manager

Position OverviewThe Client Account Manager is the key liaison for designated clients, overseeing the complete invoicing process from initiation to completion. This role combines proactive account management with expertise in billing, accounts receivable, and data validation. The successful applicant will be well-organized, customer-centric, and detail-oriented, capable of managing client relationships, swiftly resolving issues, and ensuring accurate and timely revenue processing. This position collaborates across departments, including Operations and Accounting, to provide an exceptional client experience while enhancing financial accuracy and performance. Main DutiesClient Account ManagementAct as the primary contact for assigned client accounts, ensuring high levels of satisfaction and responsiveness.Foster strong relationships through proactive communication and follow-up on services.Address client inquiries, service issues, and billing questions promptly and professionally.Collaborate with Operations to address service-related challenges and ensure timely resolutions.Conduct regular account evaluations to identify opportunities for service enhancements or growth.Billing & Accounts Receivable ManagementManage the entire invoicing process from setup to delivery, adjustments, and resolution.Create precise invoices based on contract terms and service activities.Conduct thorough data validation to guarantee billing accuracy prior to release.Oversee accounts receivable and proactively follow up on outstanding balances.Quickly resolve billing discrepancies while maintaining strong client relationships.Keep organized billing records and documentation for audit preparedness.Cross-Functional Coordination & CollaborationWork closely with Accounting, Operations, and Customer Success teams to ensure alignment.Assist with contract updates, pricing changes, and service modifications in billing systems.Support initiatives aimed at improving billing processes and client services.Contribute positively to team culture and collaborate effectively with colleagues.

Position SummaryThe Senior Client Account Manager is the go-to professional for our key accounts at JAN-PRO, focusing on larger and more intricate client needs. This role encompasses complete management of the invoicing process, ensuring accuracy from initiation to completion. Additionally, the Senior Client Account Manager will oversee the Client Account Manager's tasks and handle any escalations that arise. This position combines proactive account management with expertise in billing, accounts receivable, and data validation. The ideal candidate will be exceptionally organized, customer-centric, and detail-oriented, capable of fostering relationships, addressing issues swiftly, and ensuring timely revenue recognition. This role collaborates extensively with Operations, Accounting, and internal teams to provide a cohesive client experience while driving financial precision and performance. Key ResponsibilitiesSenior Client Account ManagementAct as the main liaison for assigned client accounts, ensuring high levels of satisfaction and responsiveness.Develop strong relationships through proactive communication and follow-ups on service.Promptly and professionally address client inquiries, service concerns, and billing questions.Collaborate with Operations to resolve service-related issues and guarantee timely follow-through.Conduct regular account reviews to uncover opportunities for service enhancements or growth. Billing & Accounts Receivable OwnershipManage the complete invoicing lifecycle from setup, through delivery, adjustments, and resolution.Create accurate invoices based on contract specifications, service activities, and system data.Perform comprehensive data validation to ensure billing accuracy prior to release.Oversee accounts receivable and proactively pursue outstanding payments.Quickly resolve billing discrepancies while maintaining robust client relationships.Keep organized billing records and documentation to ensure audit readiness. Operational Coordination & CollaborationWork closely with Accounting, Operations, and Customer Success teams to ensure seamless alignment.Assist with contract updates, pricing modifications, and service adjustments in the billing systems.Support initiatives aimed at improving billing workflows and processes.

Join Frazier & Deeter and become a vital part of a dynamic, rapidly expanding Top 50 accounting and advisory firm, consistently recognized as a Best Firm to Work For, a Best Firm for Women, and a Pacesetter firm among U.S. accounting firms. With offices across major cities including Atlanta, Baltimore, Charlotte, and Las Vegas, we have a place for you!We serve a diverse clientele ranging from small businesses to large enterprises across the United States and internationally. Our commitment to a growth mindset and entrepreneurial spirit fosters a culture rich in variety and opportunity for our team members.At Frazier & Deeter, we prioritize the training, mentoring, and development of our staff. Our focus on Investing in Relationships to Make a Difference and a firm-wide emphasis on inclusion ensures that we support each other's growth in all facets of life.As a Supervisor-level Accountant within our Client Accounting & Advisory Solutions (CAAS) team, you will be instrumental in delivering exceptional accounting support and insightful financial guidance to our clients. This role involves leading full-cycle accounting operations, serving as the primary point of contact for clients, and nurturing the development of junior accountants through comprehensive reviews and constructive feedback.

Are you passionate about law and helping others? Join Jobs for Humanity as a Legal Account Manager and play a vital role in connecting legal services with those who need them. You will work closely with clients to understand their legal needs, provide guidance, and ensure they receive the best support possible.In this position, you will manage client accounts, develop strong relationships, and collaborate with legal professionals to provide top-notch service. If you are a proactive problem-solver with excellent communication skills, we want to hear from you!

We are seeking a dedicated Client Success Manager to take ownership of the customer lifecycle for our accounts. In this role, you will implement Success Programs, drive revenue growth, manage onboarding processes, provide client training, and work diligently to minimize churn.Key Responsibilities:Account Management:Serve as the primary contact for your accounts, responding promptly to inquiries within one business hour and managing customer expectations effectively.Maintain regular communication with each account to foster strong relationships.Develop and maintain an Account Map to understand the roles of each contact within your accounts.Analyze the revenue structure of each account.Schedule, prepare, and conduct Executive Business Reviews to assess performance and strategize for growth.Oversee the contract renewal process, ensuring timely renewals.Identify revenue opportunities within your accounts and collaborate with the Sales team on proposals.Maximize account value while minimizing churn to ensure business growth and profitability.Document all client communications within the CRM system.Keep account records updated across CRM, Project Management, and Billing systems.Track and maintain a quantitative and qualitative health score for each account.Provide weekly management reports summarizing account activities.Analyze customer data to enhance the overall customer experience.Project Management:Ensure the project management system reflects the current status of ongoing projects and tasks through effective tracking.Prepare and maintain timelines for all ongoing projects.Schedule and prepare for client communications, including project kickoffs and regular check-ins.Ensure that all scoped project items and quality assurance are completed prior to client handoffs.Monitor and track any out-of-scope tasks.Keep projects within budget and on schedule.Perform daily time reconciliation for assigned accounts.Customer Support:Provide first-line support to address common client inquiries before escalating issues to other teams.Manage customer expectations throughout the ticket and project lifecycle.Create written and video documentation to serve as helpful resources for clients.Conduct training sessions as part of troubleshooting to empower clients.Perform quality assurance on monthly CMS updates.Team Collaboration:Deliver daily stand-up reports to the team.Contribute to and lead Success Team Sync meetings.Create and maintain operational playbooks for team efficiency.

Role overview PDI Technologies is seeking a Technical Account Manager to join the team in Alpharetta, GA. This role centers on supporting clients by addressing their technical needs and serving as their main point of contact. The Technical Account Manager works directly with customers to deliver solutions, resolve issues, and help maintain high satisfaction levels. What you will do Serve as the primary contact for assigned client accounts Respond to technical questions and requests, offering clear guidance Develop and maintain strong relationships with clients Spot opportunities for improvement and growth within each account Help ensure customers’ technical requirements are consistently met

Greyling Insurance Brokerage & Risk Consulting, a division of EPIC, focuses on insurance and risk consulting for construction and design professionals. The team draws on experience in construction law, engineering, consulting, and underwriting to serve clients effectively. Greyling is recognized for placing clients in group captive programs that often lead to significant savings. Role overview The Commercial Insurance Account Manager serves as the primary contact for assigned clients. This role emphasizes ongoing client service, including managing day-to-day needs, overseeing the renewal process for current accounts, and coordinating onboarding for new clients. The position works with clients introduced by colleagues and does not involve prospecting or generating new business independently. Location and schedule This role is based at 3780 Mansell Road, Ste 370, Alpharetta, GA 30022. A hybrid work arrangement is required, with at least three days each week spent in the office.

Join our dynamic team at Morgan & Morgan as an Accounting Clerk, where you will play a crucial role in maintaining accurate financial records and supporting our accounting department. In this position, you will handle a variety of accounting tasks including processing invoices, managing accounts payable/receivable, and assisting with financial reporting. This is an excellent opportunity for someone looking to launch their career in accounting within a supportive and growth-oriented environment.

GHJ Search and Staffing is proud to be the recruitment arm of GHJ, a distinguished national accounting and advisory firm. We specialize in connecting top-notch Accounting and Finance professionals with temporary and permanent opportunities across diverse industries. Our collaboration with a Global Advisory and Accounting Network equips us with the insights needed to meet client expectations, attract elite candidates, and effectively evaluate their potential.Position OverviewWe are excited to partner with a rapidly expanding startup in the technology sector, seeking a dedicated Staff Accountant to enhance their dynamic team.Role SummaryAs a Staff Accountant, you will play a vital role within the accounting team, engaging in general ledger activities, supporting month-end closing processes, performing reconciliations, and preparing financial reports. This role involves close collaboration with internal stakeholders and contributes to ongoing business operations, including acquisition integration and various ad hoc analyses.

Role Overview PlayOn Sports is hiring a Customer Success Manager in Alpharetta, GA. This role focuses on building and maintaining strong client relationships to support satisfaction and retention. The Customer Success Manager helps clients make the most of PlayOn Sports’ technology solutions, acting as a key contact for support and guidance. What You Will Do Develop and maintain positive relationships with clients Support clients in using PlayOn Sports technology products Work with teams across the company to address client needs Share client feedback to help improve products and services

Role overview Frazier & Deeter, LLC is hiring a Senior Tax Manager in Alpharetta, Georgia, to specialize in serving high net worth clients. This role leads a group of tax professionals and manages detailed tax compliance and consulting projects. The Senior Tax Manager provides advice to affluent individuals and families, focusing on tax strategy and planning. What you will do Lead and mentor a team dedicated to tax matters for high net worth clients Supervise complex tax compliance work and consulting assignments Offer customized tax planning and strategic advice to clients with sophisticated financial profiles Contribute to the growth and improvement of the firm’s tax services for this client group

About GHJ Search and Staffing GHJ Search and Staffing serves as the recruitment division of GHJ, a national accounting and advisory firm. The team connects skilled Accounting and Finance professionals with both temporary and permanent opportunities across a range of industries. As part of a global advisory and accounting network, GHJ Search and Staffing draws on extensive resources to match client needs with qualified candidates. Role Overview: Strategic Finance Manager GHJ Search and Staffing is partnering with a growing organization in Alpharetta, GA to find a Strategic Finance Manager. This position suits a finance professional who combines analytical skill with a collaborative approach, working closely with business leaders to drive performance and support informed decisions. What You Will Do Lead financial planning, reporting, and analysis activities Deliver actionable insights to improve operational and financial results Work directly with leadership, providing visibility and influence on key business initiatives Who Should Apply This role fits candidates with a strategic mindset who enjoy partnering with business leaders and shaping financial outcomes. Experience in financial planning and analysis is essential.

Role overview The Account Executive at xplor in Alpharetta focuses on expanding merchant sales and deepening client relationships. This position involves working directly with clients to understand their needs, discover new opportunities, and provide consistent support throughout the sales cycle. What you will do Develop and sustain long-term partnerships with clients Seek out and secure new business opportunities Offer attentive and dependable service to clients at every stage Support the sales strategy and contribute to the company’s overall growth

Join our dynamic team at Xplor Technologies as an Account Executive in our Merchant Sales department. In this role, you will leverage your expertise to drive sales and foster lasting relationships with our valued clients. You will be responsible for identifying new business opportunities, managing client accounts, and ensuring customer satisfaction.We are looking for a motivated professional who is passionate about sales and thrives in a fast-paced environment. If you are eager to make an impact and contribute to the growth of our organization, we want to hear from you!

Greyling Insurance Brokerage & Risk Consulting focuses on supporting construction and design professionals. The team includes former construction lawyers, engineers, consultants, and underwriters, which brings practical insight into the unique needs of architecture and engineering clients. Greyling also helps clients access group captive insurance programs that may offer significant savings. Role overview The Commercial Insurance Account Specialist works closely with brokers to deliver attentive service to clients in the construction and design industries. This position blends administrative support with direct client interaction, ensuring smooth operations and prompt responses to client needs. Main responsibilities Assist brokers with preparing and submitting client documentation Draft detailed insurance proposals and create presentations for clients Compile insurance summaries and generate reports Respond to daily client inquiries and handle routine transactions Manage incoming phone calls and reply to client emails Handle administrative duties, including scanning and photocopying Location This role is based at 3780 Mansell Road, Ste 370, Alpharetta, GA 30022.

This Commercial Insurance Broker / Account Executive role is based in Alpharetta, GA, at 3780 Mansell Road, Ste 370. The position centers on supporting architecture and engineering clients with their insurance and risk management needs. What you will do Deliver responsive, thorough customer service to architecture and engineering clients Handle client inquiries and address coverage questions as they arise Design insurance programs tailored to each client’s requirements Provide consulting on risk-related matters specific to the A/E sector Negotiate and implement insurance strategies Maintain regular communication with clients to ensure clarity and trust Oversee account service plans and manage day-to-day transactions Build and strengthen client relationships over time Utilize Greyling’s resources to support client goals and objectives Who thrives here Greyling seeks team members who are ready to contribute to the firm’s continued growth and reputation in serving architecture and engineering firms. A commitment to attentive service and a focus on client needs are essential in this role.

Role overview The Senior Manager of Passthrough Tax at Frazier & Deeter, LLC leads clients through complex passthrough tax strategies in Alpharetta, Georgia. This role centers on both compliance and financial optimization, requiring close collaboration with a skilled team. Leadership and guidance are key, as the Senior Manager supports tax planning and compliance efforts for a diverse client base. What you will do Advise clients on a range of passthrough tax issues, addressing both planning and compliance needs. Develop and implement tax strategies that align with each client’s goals. Mentor team members by sharing technical expertise and promoting best practices. Work with colleagues across the firm to ensure high-quality service delivery.

Role overview The Senior Manager of Transaction Tax at Frazier & Deeter leads client projects involving complex tax transactions. This position centers on helping businesses navigate transaction tax challenges and stay compliant with current regulations. What you will do Direct transaction tax compliance efforts for a broad range of clients Offer guidance on tax implications related to various transactions Maintain and manage relationships with tax authorities Share strategic tax insights with both clients and internal teams Lead and mentor a team dedicated to delivering high-quality service Requirements Strong analytical and problem-solving abilities Keen attention to detail in all tax-related work Clear and effective communication skills with clients and team members Experience managing and developing a team Location: Alpharetta, Georgia, United States

About the Opportunity This role transcends traditional sales positions; it offers the unique opportunity to create and manage a hyperlocal magazine tailored to your community, with the backing of a well-established national organization. You will have the chance to cultivate your market, foster client relationships, and develop a sustainable revenue stream. If you are a relationship-focused sales professional eager to invest in building a business, this position seamlessly combines sales, ownership, and community leadership into a distinctive opportunity. Position Summary We are on the lookout for a Senior Account Executive (referred to as Area Directors at N2) to initiate, expand, and oversee a Stroll publication in your local market. As part of this role, you will act as a local publisher, driving revenue, forging partnerships with local business owners, and crafting a magazine that embodies the essence of your community. Your initial months will be dedicated to establishing your territory and growing your client base, ultimately allowing you to cultivate a valuable asset that you own. This hybrid role entails a combination of in-person community engagement and remote work from your home office.

Join LG Electronics as a Sales Intern focusing on the Home Depot account in Alpharetta, GA. In this dynamic role, you will gain invaluable experience in sales strategy, customer relationship management, and market analysis. Work closely with experienced sales professionals to support account management tasks and assist in driving sales initiatives.