Business Manager / Client Relationship Manager / Client Onboarding

About Us

Docyt, pronounced docket, is a FinTech startup headquartered in Silicon Valley, that is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions. Docyt brings order to data chaos.

Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles your general ledger, integrates with QuickBooks, and generates real-time financial statements. That explains what we do, but heres why its important. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions so their business can thrive.

Job description

Role & responsibilities

Work involves working on our proprietary docyt software and online accounting software. The candidate will serve as an account manager for account bookkeeping of businesses for our US-based clients.

The ideal candidate should have knowledge of preparing balance sheets, P&L statements, income & expenditure statements in addition to being able to verify and reconcile journal entries in a chart of accounts and bank accounts. Posting month-end journal entries, preparing financial reports, and payroll processing, etc will be required as well.

Learn and utilize Docyts proprietary software to assist in account bookkeeping for our US-based clients, knowledge is required as well.

The candidate should have good knowledge of the following:

Preparing balance sheets, P&L statements, income and expenditure statements

Reconciling a chart of accounts (including bank accounts)

Posting month-end journal entries

Preparing financial reports (including payroll processing)

This job will require some overlap of U.S.-time zones

This is not a WFH position

Preferred candidate profile

Graduate degree in finance, or commerce with an accounting concentration is highly desired

3-8years of recent experience in account management related to accounting -

Good verbal and English writing skills are a must for communicating with our U.S.-based clients.

Flexiblity of working hours (when needed to communicate with the Customers)

Perks and benefits

Medical Insurance , Term Insurance , PF , Gratuity