JD: Client Relationship Manager – Client Advisory & Success

Location: Pune

Experience: 3–6 Years

Department: Client Success / Client Relationship Management

Employment Type: Full time

About Finsmart

Finsmart Accounting is an outsourced accounting and finance solutions provider serving clients

across the USA, UK, Europe, UAE, Singapore and India. We work with CPA & Accounting Firms,

Global Corporates and Indian Businesses through solutions spanning accounting, bookkeeping, tax,

payroll, compliance, FP&A; and financial management.

Our objective is not simply to deliver accounting work. We aim to become a trusted extension of our

clients’ finance function by helping them improve processes, increase efficiency and build scalable

financial operations.

About the Role

We are looking for a Client Relationship Manager who can go beyond traditional account

management and become a trusted advisor to our clients.

A successful Client Relationship Manager will understand the client’s business, finance processes,

challenges and expectations,



work closely with internal delivery teams, and proactively identify

opportunities to improve the way we support the client.

Sometimes that improvement may result in additional business. Sometimes it may simply mean a

better process, fewer errors, faster turnaround, clearer reporting or a better client experience.

The measure of success is the value we create for the client not just the revenue we generate from

the account.

What You Will Do

1. Own the Client Relationship

• Act as the primary point of contact for assigned clients, building strong, long-term relationships based on trust and transparency.

• Develop a thorough understanding of each client’s business model, finance function, processes, priorities, and expectations.

• Maintain regular client interactions and ensure proactive, clear, and timely communication.

• Understand not just what clients request, but also the underlying business needs and objectives dr

📌 Client Relationship Manager – Client Advisory (India)
🏢 Finsmart Accounting
📍 India