Purpose of the Job:
Servicing the accounting needs of the client including but not limited to: financial statements, bank reconciliation, payroll integration, accounts payable, and other Quatrro services. Serves as the brand ambassador of Quatrro and help initiate, maintain and develop the relationship as the primary contact and internal liaison for the client within Quatrro. Sets a clear vision for the development of the relationship by establishing and executing a client relationship strategy that allows the client to achieve their financial goals and objectives.
Key Result Areas (Indicative and not exhaustive):
Business Oversight:
Serves as primary contact for multiple, large, and/or complex restaurant and retail accounts. Delivers scheduled financial statements, providing coaching and counseling to business owners and operations managers in order to help improve margins and impact their bottom line. Discuss monthly financial statements, plans, and schedules as applicable with client.
- Builds and maintains relationships by speaking with clients and key stake holders and providing them world-class customer service.
- Identifies, engages, and delivers the right resources and solutions for all Quatrro services provided to the client.
- Works closely with clients to solve issues related to complicated financial statement situations. Monitors finances to aid clients functioning within those guidelines, and provides financial analysis and advice to clients.
- Provides best practices by leveraging different functions within Quatrro to help the client improve their business execution. Coordinates as needed with other internal Quatrro teams for consultative support on all services such as: financial statements, bank reconciliations, payroll, accounts payable.
- Leverages the established relationship with the client to obtain all necessary documentation in a timely manner in order to meet the contractual delivery timeline for all services.
- Responsible for all Quatrro activities for each client from financial statements to billing and collection.
- Execute negotiated contract terms and scope to ensure financial profitability for existing client(s) portfolio.
- Provide leadership, mentoring, and guidance to the cross-functional teams aligned to a particular client delivery processes.
- Maintains a reference-able client base by delivering exceptional service according to guidelines outlined in the contract.
- Deals with client concerns and issues to ensure they are attended to in a timely manner and dealt with according to client satisfaction. Escalates any issues as needed to management team quickly to ensure client satisfaction.
- Utilize all appropriate technology for communicating, documenting and following up with both internal and external relationships to accomplish all aspects of the job.
- Identifies SARG (Same Account Revenue Growth) opportunities for each client as well as the strategic approach and detailed plan for selling these services.
- Build and maintain relationships by gaining insights into the client business to become a trusted advisor which lays the groundwork to sell additional Quatrro products and services to the client.