Client Service Specialist (Accounting Services)

About the role

Join FLORES And Help Shape Exceptional Client Experiences At FLORES, we believe that successful client relationships begin with an outstanding onboarding experience. We are seeking a detail-oriented, client-focused Client Service Specialist (Accounting Services) to serve as the bridge between our new clients and our Accounting Services team.

Responsibilities

• Serve as a primary point of contact for clients during onboarding and implementation.
• Conduct needs assessments to understand client accounting requirements and tailor solutions accordingly.
• Respond promptly to client inquiries and troubleshoot implementation challenges.
• Track onboarding progress and communicate project updates to clients and leadership.
• Deliver training on Accounting Services processes, including: Accounts Payable (AP), Accounts Receivable (AR), Sales transactions, General Ledger (GL), Journal entries, Inventory postings, Month-end close activities, Ottimate invoice processing tools, Sage Intacct services.
• Partner with New Client Services and Accounting Services teams to support company growth initiatives.
• Cook up onboarding activities and ensure project milestones are completed accurately and on time.
• Maintain implementation dashboards and tracking tools.
• Aid in reviewing and auditing onboarding workflows for quality and efficiency.
• Generate reports on onboarding progress, implementation outcomes, and client readiness.
• Facilitate a smooth handoff from onboarding to the ongoing Accounting Services and Reconciliation teams.
• Identify opportunities to improve onboarding processes and client implementation experiences.
• Contribute ideas that enhance efficiency, scalability, and client satisfaction.

Requirements

• High school diploma or equivalent.
• Accounting certification.
• Strong understanding of accounting functions and principles.
• Knowledge of: Accounts Payable (AP), Accounts Receivable (AR), Sales accounting, Cash management, General Ledger (GL), Journal entries, Inventory postings, Month-end close processes.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, and PowerPoint).
• Experience working with ERP systems.
• Excellent written and verbal communication skills.

Qualifications

• Associate's or Bachelor's degree in Accounting, Business, Finance, or a related field.
• Experience supporting client onboarding, implementation, or project management initiatives.
• Experience delivering training and presentations to clients or end users.

Key Competencies

• Exceptional organization and project management skills.
• Strong customer service mindset and commitment to client success.
• Ability to manage multiple priorities in a fast-paced environment.
• Confident presenter and trainer.
• Detail-oriented with strong follow-through.
• Proactive problem solver who anticipates challenges and develops solutions.
• Ability to maintain confidentiality and professionalism at all times.
• Collaborative team player with a positive attitude and growth mindset.