Client Integration Lead, Accountant

kept.pro

. Scope new clients’ accounting needs, review systems and records, and define 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 onboarding and technology integration. Proven ability to manage competing priorities while ensuring a positive client experience and maintaining accuracy.

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 CooperationCommunicationDelegationTime Management

Tools & Technologies

Technology PlatformsThird-Party Client Platforms

Industry Keywords

FinanceAccountingRemote WorkClient Onboarding

About the role

Key responsibilities & impact

Scope new clients’ accounting needs, review systems and records, and define 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 client contact during the first few months
Facilitate meetings and follow up on action items
Earn client cooperation, gather required information, and follow up on missing items
Keep clients informed while maintaining deadlines
Perform standard accounting work when the team is short-handed
Coordinate client onboarding from initial conversations through handoff to the service team
Shorten client startup time without sacrificing accuracy or a positive client experience

Requirements

What you’ll need

6+ years of bookkeeping or accounting experience
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 managing competing priorities and delegation
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 where the company is established: Texas, Arkansas, Missouri, or Minnesota

Benefits

Comp & perks

Remote work
Full-time exempt position
Learning-fueled growth
Collaborative team environment
Opportunity to work with technology and distributed teams