Client Integration Lead – Accountant

kept.pro

. Scope new clients’ accounting needs, review their systems and records, and define the work needed for a successful start .

Posted 11/6/2026full-timeRemote • United StatesSenior💰 $66,000 - $88,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in bookkeeping and accounting with a strong focus on client engagement and project management. Proficient in establishing technology integrations and managing competing priorities to ensure a smooth client onboarding experience.

Highest-signal resume keywords

Bookkeeping ExperienceAccounting ExperienceProject Management ExperienceClient EngagementTechnology Integration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingAccountingProject ManagementAnalytical ThinkingCreative Problem Solving

Soft Skills

Client CommunicationTeam CollaborationDelegationAdaptability

Tools & Technologies

Technology PlatformsThird-Party Integrations

Industry Keywords

FinanceAccountingRemote WorkClient Onboarding

About the role

Key responsibilities & impact

Scope new clients’ accounting needs, review their systems and records, and define the work needed for a successful start
Conduct accounting setup and cleanup activities, document client processes, and prepare the service team for a smooth handoff
Establish technology integrations and connections for various third-party client platforms
Act as the primary point of contact for the client during their first few months, including meeting facilitation and action item follow-ups
Earn clients’ cooperation, gather required information, and follow up on missing items while keeping clients informed
Pitch in with standard accounting work when the team is short-handed
Shorten the time it takes to get clients up and running without sacrificing accuracy or a positive client experience

Requirements

What you’ll need

6+ years of bookkeeping or accounting experience
A Bachelor’s degree in finance, accounting, or related field is preferred
1+ year project management experience or equivalent training is preferred
Confidence working in various technology platforms
Comfortable with managing competing priorities and delegation
A high comfort level engaging with clients and internal teammates
Analytical thinker skilled in creative problem solving
Experience working in a remote environment with a distributed team
Reside in a state we are established: Texas, Arkansas, Missouri, or Minnesota