Client Integration Lead, Accountant

kept.pro

. Scope new clients’ accounting needs, review 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

Use this summary to align your resume positioning with the role.

Demonstrates extensive bookkeeping and accounting experience, with a strong ability to manage client relationships and technology integrations. Skilled in problem-solving and adapting to remote work environments while maintaining effective communication with clients and team members.

Highest-signal resume keywords

Bookkeeping ExperienceAccounting ExperienceClient Relationship ManagementTechnology IntegrationRemote Team Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingAccountingAccounting SetupAccounting CleanupProcess DocumentationTechnology IntegrationClient OnboardingAnalytical ThinkingCreative Problem Solving

Soft Skills

Client EngagementCommunicationDelegationPrioritizationTeam Collaboration

Tools & Technologies

Third-Party PlatformsAccounting Software

Industry Keywords

Remote WorkDistributed TeamClient Cooperation

About the role

Key responsibilities & impact

Scope new clients’ accounting needs, review 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 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 while keeping clients informed
Pitch in with standard accounting work when the team is short-handed

Requirements

What you’ll need

At least 6 years of bookkeeping or accounting experience
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