inDinero logo

Accounting Client Solutions Manager


Job description

Apply Apply
InDinero is seeking an energetic, motivated Solutions Manager.  InDinero provides outsourced accounting, tax, and CFO services to small and mid-sized companies. Using the latest cloud-based technology, we’re focused on delivering actionable, custom-developed accounting and tax solutions. You’ll be set up to advance here, both by learning new skills and by earning new responsibilities. Our standards are high and our staff is committed. In addition to being great accountants, our team members are self-starters, great communicators, and problem solvers.

What You'll Do

The Solutions Manager at inDinero will support the sales process with accounting data review and proposal and quote model preparation, including estimates on recurring work, as well as clean up and project based work.

  • Provide "point of contact" service for Sales Team on client fiscal analysis
  • Participate in sales calls/meetings with prospects to communicate proposal and estimate details
  • Coordinate with onboarding team with new clients ti  transition from sales to service
  • Support NetSuite sales process, coordinate estimate and sales with both internal and external implementation teams
  • Support sales infrastructure and CRM management
  • Assist in the development of defined multi-stage sales process with formal proposal presentation
  • Communicate effectively with owners/management on a regular basis to establish performance expectations
  • Manages personal workload to deliver high quality work product on time
  • Keeps others at inDinero informed and seeks help when needed on technical and other work-related issues.

What You'll Need

  • Master's degree in Accounting 
  • CPA preferred but not required
  • 5 - 7 years of accounting experience
  • 5-7 years of Multiple Client/Project Management experience
  • Solid working knowledge of accounting principles and financial statement presentation
  • Well organized with strong attention to detail
  • Proficient with technology
  • Strong written and verbal communication skills
  • Ability to manage multiple projects with minimal supervision
  • Strong client facing comfort/engagement 
  • Extensive knowledge of QuickBooks/NetSuite
  • Proficient with MS Excel and other MS Office products

We believe our people are our strongest asset, so we are proud to offer a full range of employee benefits. This full-time position offers a competitive base salary and a full benefits package. We go above and beyond in our commitment to our staff's health, well-being, and happiness by also offering generous paid time away from work programs, professional growth and development opportunities, monthly team events, pre-tax benefits, and other surprise perks throughout each month.

Apply now

Apply Apply

Please let inDinero know you found this job on Himalayas. This will help us grow!

About this role

Apply before

August 18th, 2021

Job posted on

March 23rd, 2021

Job type

Full Time

Hiring timezones

inDinero is hiring for this role in the following timezones:

Badge UTC -9.0
Badge UTC -8.0
Badge UTC -7.0
Badge UTC -6.0
Badge UTC -5.0
Badge UTC -4.0
Badge UTC -3.5
Badge UTC -3.0
Primary industry
Company size


Founded in


Social media
Visit Visit

About the company

inDinero is on a mission to reinvent small business operations, helping our clients understand their finances like never before. By combining a full finance team of bookkeepers, accountants, and CPA’s...
View company profile View company profile

We'll keep you updated when the best new remote jobs pop up.


We care about the protection of your data. Read our Privacy Policy.

Featured remote companies

View all companies View all companies
  • Veritas Genetics logo

    Our mission is to deliver on the promise of the human genome, empowering people to maximize quality and length of life for themselves and their families.



  • Percona logo

    Percona is a leader in providing best-of-breed enterprise-class support, consulting, managed services, training and software for MySQL®, MariaDB®, MongoDB®, PostgreSQL® and other open-source databas



  • Bounce logo

    Short term storage on every block of the city, hosted by local businesses. Bounce’s vision is to build a layer of infrastructure over urban areas that enable seamless pickup and dropoff of “thin



  • Linear logo

    Software used to be magical. We were excited about the new possibilities it opened up.



  • Triposo logo

    Triposo is a smart travel content platform. We use our clever machine learning algorithms to peruse the web and crunch through millions of websites and reviews.



  • Tock logo

    Tock is a comprehensive platform built to fundamentally change the way restaurants think about and run their business.