Job Description
Description We are looking for a skilled Account Manager to join our team in Goleta, California. In this long-term contract position, you will play a key role in managing client relationships, overseeing financial processes, and driving successful campaigns. This is an excellent opportunity to work in a dynamic environment and utilize your expertise in accounting systems and customer relationship management.
Responsibilities:
- Manage and strengthen relationships with clients, ensuring their needs are met and expectations exceeded.
- Oversee the implementation and utilization of accounting software systems to streamline financial operations.
- Collaborate with internal teams to develop and execute effective campaign strategies.
- Monitor and manage billing functions, ensuring accuracy and timely processing.
- Coordinate budget planning processes and provide recommendations for cost optimization.
- Utilize CRM tools to track client interactions and maintain comprehensive account records.
- Analyze data to assess campaign performance and identify areas for improvement.
- Ensure compliance with financial and operational standards across all managed accounts.
- Address client concerns promptly and provide solutions to maintain satisfaction.
- Stay updated on industry trends and emerging technologies to enhance service offerings. Requirements - Proven experience working with accounting software systems and financial tools.
- Familiarity with CRM platforms and their application in managing client relationships.
- Strong understanding of accounting principles, billing processes, and budget planning.
- Experience with campaign planning and execution in a detail-oriented environment.
- Excellent problem-solving and analytical skills to assess and improve operations.
- Strong communication and interpersonal skills to build rapport with clients and teams.
- Ability to manage multiple accounts and projects with attention to detail.
- Knowledge of industry trends and emerging technologies relevant to financial services. TalentMatch®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Job Tags
Permanent employment, Contract work, Temporary work, Long term contract,
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