Client Relationship Manager – Client Advisory & Success
Finsmart Accounting3–6 yrsPuneOn-siteDirect career pageEst. 6–12 LPA
Posted 1d ago
Your match
Against your primary resume
Log in to see your match score
Create a free account or log in to unlock your CV match score across:
- Role fit
- Experience
- Industry relevance
Reach people at Finsmart Accounting
People at this company you can reach
Log in to see who works here
Create a free account or log in to see the people at Finsmart Accounting you could write to:
- Recruiters & HR
- People in this function
- Work addresses
Protocol Intelligence
How competitive this role is
Competition
Background fit
Strictness
Log in to see why each signal reads the way it does.
Job description
Structured overview of role & requirements
About This Role
- Serve as the primary contact and trusted advisor for assigned clients, deeply understanding their business and finance processes to enhance service value beyond account management.
- Identify and drive client process improvements in collaboration with internal teams, focusing on operational efficiency, accuracy, and scalability of finance functions.
- Facilitate seamless coordination between clients and multiple Finsmart internal teams, ensuring client expectations are clearly translated into action and continuous improvement initiatives are implemented.
Minimum Requirements
- 3–6 years of experience in Client Success, Account Management, Client Relationship Management, Consulting, Business Advisory, or Finance Operations.
- Strong understanding of accounting and finance processes, preferably with exposure to international clients such as US/UK/global businesses or CPA/accounting firms.
- Experience working cross-functionally with teams handling accounting, tax, payroll, FP&A, and operations.
- Work Experience Required: 3–6 years as explicitly mentioned in the JD.
Ideal Candidate Profile
- Has a consultative approach prioritizing client process improvement and operational value over just sales or revenue generation.
- Demonstrates strong analytical and problem-solving skills with the ability to translate complex client requirements into practical solutions and actionable plans.
- Comfortable engaging with finance leaders, business owners, and operational stakeholders, and managing cross-functional collaboration to improve client finance operations.