Accounting & General Client Success Manager

This is a remote position.

About the Role:​

We are looking for ahighly organized and hands-on Accounting & General Client Success Managerto lead and manage a team ofAccounting Virtual Assistants and Administrative Virtual Assistantssupporting US-based clients. The role requires strong accounting knowledge, people management skills, and operational oversight to ensure smooth day-to-day delivery, productivity, and client satisfaction.

Key Responsibilities

Accounting & Financial Oversight

• Oversee accounting operations handled by Accounting Virtual Assistants (bookkeeping, reconciliations, AR/AP, payroll support, reporting).

• Review work quality and ensure compliance with client-specific accounting standards and timelines.

• Support month-end and year-end closing activities.

• Coordinate with clients on financial deliverables and clarifications when required.

Team Management & Leadership

• Manage, mentor, and monitor a team ofAccounting VAs and Admin VAs.

• Assign tasks, track performance, and ensure timely delivery of work.

• Conduct regular check-ins, performance reviews, and feedback sessions.

• Identify training needs and support onboarding of new virtual assistants.

Operations & Process Management

• Develop and improve SOPs, workflows, and quality control processes.

• Ensure adherence to internal processes and client expectations.

• Act as a point of escalation for operational or performance issues.

• Monitor productivity, utilization, and overall team efficiency.

Administrative & Client Support Oversight

• Supervise administrative tasks such as email management, scheduling, documentation, CRM updates, and data entry handled by Admin VAs.

• Ensure professional communication standards with US-based clients.

• Coordinate between clients and internal teams for smooth operations.

Requirements

Required Skills & Qualifications

• Bachelor’s degree in Accounting, Finance, Commerce, or related field.

• 3-5 years of experiencein accounting, operations, or team management roles.

• Strong understanding of bookkeeping and accounting processes.

• Experience managing remote or virtual teams is a strong advantage.

• Excellent communication, leadership, and problem-solving skills.

• Ability to work independently during night shifts.

Preferred Skills

• Experience working with US clients or US accounting processes.

• Hands-on experience with accounting software such as QuickBooks, Xero, or similar tools.

• Strong documentation and SOP-building skills.

• Prior experience in a Virtual Assistant / BPO / KPO environment.