Company Description Globooks is a trusted offshore staffing solutions provider serving small and mid-sized CPAs and accounting firms. The company focuses on delivering tailor-made offshoring services that streamline operations and strengthen back-office capabilities.

Its dedicated skilled team offers a full range of services, including bookkeeping, tax compliance, virtual CFO support, audit assistance, staffing, and strategic advisory. With a strong client-centric approach, Globooks is committed to long-term partner success and aims to become a comprehensive back-office support system that enables clients to concentrate on growth and profitability.

Role Description The Senior Account Manager is a full-time, on-site role based in Surat. This position is responsible for managing key client relationships, and ensuring high-quality service delivery. Daily responsibilities include overseeing client accounts, coordinating with internal teams to allocate resources, tracking performance metrics, and resolving issues proactively.

The Senior Account

Manager will prepare and present account reviews, identify opportunities for additional services, and contribute to process improvements that enhance client satisfaction and retention. The role also involves process improvements,



mentoring junior team members and supporting business development initiatives by providing account insights and participating in client meetings.

Qualifications

- Strong account management and client relationship skills, with experience handling multiple clients in a professional services or BPO/offshoring workplace.
- Solid understanding of accounting and finance concepts, preferably with exposure to CPA firms, bookkeeping, tax compliance, or audit support.
- Excellent communication, presentation, and negotiation abilities, with the capacity to interact confidently with senior stakeholders.
- Proven skills in project coordination, time management, and problem-solving to manage deadlines and resolve client issues efficiently.
- Leadership qualities, including experience mentoring or supervising team members and contributing to performance management.
- Comfort with using CRM tools, productivity software, and reporting dashboards to monitor account performance and service quality.
- Bachelor’s degree in Business, Commerce, Accounting, Finance, or a related field (CA, MBA, CPA, etc.); advanced certifications in accounting or management are an advantage.
- Prior experience in offshore staffing, outsourcing, or consulting environments is highly desirable.

📌 Senior Account Manager (Surat)
🏢 Globooks
📍 Surat