Client Account Officer at Sophia ERP Limited (SEL)

Job Description

• The Client Account Officer will record and report financial/client transactions as well as coordinate business operations in order to ensure organizational effectiveness, efficiency, productivity and profitability.
• The Client Account Officer is generally responsible for managing intra and inter-office communication, maintaining a streamlined administrative system, coordinating manpower for effectiveness, responding to/resolving client queries, developing strategies for improving customer relationships, fostering/on-boarding/maintaining business relationships with new and existing customers.

Job Responsibilities
Finance:

• Document and Report on all financial transactions of the Company.
• Effectively manage Company’s cash flow and recommend financial actions by analyzing accounting options.
• Analyze/summarize financial status by collecting information; preparing balance sheet, profit and loss statement and other key management reports.
• Monitor, Liaise and send prompt reminders to Clients on all Retainers and Service offerings. Generate and send Invoices and Receipts upon payment.
• Ensure standardization, effective implementation and promotion of the Sophia ERP Accounting system.
• Substantiate all financial transactions by collecting and maintaining relevant documents.
• Maintain accounting controls by preparing and recommending policies and procedures. Reconcile financial discrepancies by collecting and analyzing account information.
• Prepare accounts, Tax returns and work with Auditor to ensure compliance with all Tax obligations to Tax Authorities.
• Administer Payroll and effect payment to all 3rd Party Vendors.

Client Service:

• Communicate effectively with clients on all requests, queries using available and authorized channels to ensure speedy response and resolution.
• Communicate with teams and management on Project status with the view to ensuring Client satisfaction and Project implementation based on Project scope, standard and timeline.
• Ensure full and proactive compliance with Client SLAs/Agreements/Contract terms and escalate unacceptable performance to Management.
• Organize/schedule, coordinate/participate and report on client meetings, appointments, ERP demo, Training and other presentations.
• Negotiate the terms of business deals with clients in conjunction with the MD/CEO.
• Inspire/promote/pursue repeat business from clients.
• Monitor, measure and report on client satisfaction per business engagement.
• Provide relevant information to clients on Company’s Services and Products.
• Work with Business Development unit to speedily respond and engage with new Customers

Business Promotion & Operations:

• Ensure proper Document Management System and enforce use of ERP for all business operations.
• Take ownership for promoting appropriate business ethics and culture relevant to Industry.
• Manage Manpower acquisition, on-boarding, retention and disengagement.
• Manage relationships with vendors and service providers, ensuring proper documentation and prompt payment.
• Allocate tasks and assignments to Teams and monitor for performance.
• Implement efficient Staff Performance system and Coordinate staff activities to ensure maximum efficiency and retribution for low/poor/unacceptable performance.
• Manage price negotiations with Vendors and Service providers.
• Manage office supplies.
• Ensure compliance with Company Policies and Procedures.
• Participate in marketing campaigns.
• Maintain a safe, clean, professional and productive business environment.

Education/Professional Qualifications

• B.Sc. in Accounting or Economics
• Commenced/Completed ICAN or ACCA
• Any Leadership course will be an advantage

Key Competencies:

• Self-motivation
• Integrity
• Business acumen and interest
• Customer centric and organizational skills
• Analytical and strategic thinking
• Multi-tasking capability
• Performance and Task driven Team Leader who can meet deadlines
• Effective Communication, Interpersonal and People Management Skills
• Proficiency in the use of any Accounting Software and general IT tools
• Awareness of industry’s latest technology trends and applications.