Client Account Manager

We are looking for a dynamic and detail-oriented professional with a strong background in finance, accounting, and client management to drive the deployment of financial solutions for residential societies. The ideal candidate should be capable of handling client onboarding virtually, team coordination/handling, and issue resolution while ensuring smooth ERP and billing implementation.

About the Role

The role involves deploying financial and ERP solutions to digitize the operations and accounting functionalities of residential societies.

Responsibilities

• Deploy financial and ERP solutions to digitize the operations and accounting functionalities of residential societies.
• Meet clients virtually and conduct product demonstrations and training sessions, emphasizing key features, benefits, and the overall value of the solution.
• Engage with Management Committee (MC) members to understand their requirements, business scope, and expectations.
• Prospect, educate, qualify, and generate new business opportunities while maintaining high customer satisfaction.
• Coordinate with cross-functional teams (Sales, ERP, VMS, and Support) to ensure seamless onboarding, implementation, and service delivery.
• Manage end-to-end ERP onboarding virtually, including configuration, billing setup, and post-implementation support.
• Configure SaaS-based billing modules, including:
• Maintenance charge setup and recurring billing structure.
• Penalty/interest setup for overdue payments with automated rule application.
• Chart of Accounts (COA) configuration, ledger mapping, and accounting group creation.
• Bank account integration and reconciliation setup to ensure transaction accuracy.
• Payment gateway linking and testing for all billing modes (UPI, NEFT, CC/DC).
• Opening balance validation and migration of member financial data.
• Overall accounting setup to ensure real-time and accurate financial reporting in the ERP system.
• Ensure smooth coordination with the migration and billing teams to validate data accuracy and posting quality.
• Handle client escalations effectively by identifying root causes, ensuring timely resolutions, and maintaining positive relationships.
• Monitor billing cycles and postings to confirm timely invoice generation and payment tracking.
• Achieve defined monthly metrics and onboarding targets for the societies assigned.
• Contribute individually to onboarding and support for premium societies, especially for high-value clients, as a Senior FSD.
• Document and share client feedback and implementation insights with product and tech teams to enhance ERP performance and customer experience.

Qualifications

• Minimum 1–5 years of proven experience in deploying financial or ERP solutions with a consistent record of meeting performance targets.
• Strong accounting and finance background (e.g., BAF degree or equivalent qualification).
• Solid understanding of accounting principles, financial reporting, reconciliations, and billing processes.
• Hands-on experience with ERP systems or financial management software, including configuration, implementation, and client support.

Required Skills

• Proven experience in ERP onboarding and setup, including:
• SaaS-based billing configuration and recurring maintenance charge setup.
• Penalty and interest rule configuration for overdue payments with automated calculation logic.
• Chart of Accounts (COA) design, ledger mapping, and accounting group structure creation.
• Bank account integration, payment gateway linking, and reconciliation setup to ensure accuracy and transparency.
• Validation and migration of opening balances, arrears, and advances for smooth transition during onboarding.
• Ensuring end-to-end accounting accuracy across income, expenses, advances, and dues within the ERP system.
• Demonstrated ability to lead and manage teams, including task allocation, progress monitoring, and mentoring team members to achieve individual and collective goals.
• Skilled in cross-functional coordination (Sales, Support, Implementation, and Product) to ensure smooth onboarding and service delivery.
• Proven experience in customer handling, including client onboarding, addressing queries or escalations, and ensuring seamless deployment of financial/ERP solutions.
• Strong focus on client satisfaction, with the ability to handle complex customer interactions professionally and effectively.
• Ability to motivate and guide team members to maintain process adherence, on-time delivery, and high-quality standards.
• Experience in conducting team review meetings, providing feedback, and driving operational excellence.
• Interest in business development for software application products/solutions (B2C).
• Energetic, articulate, and target-driven professional with a proactive, analytical, and solution-oriented mindset.
• Proficient in Hindi and English; fluency in a regional language will be an added advantage.
• Comfortable working on weekends (Saturday and Sunday are mandatory working days, with a weekly off between Monday–Thursday).
• Excellent presentation, communication, and negotiation skills.
• Excellent Excel skills required.
• Gather client feedback and collaborate with product, tech, and operations teams to improve ERP functionality and user experience.
• Monitor and report project progress, ensuring timely delivery of all milestones and client commitments.