Job Description

Description We are looking for an experienced Account Manager to oversee client relationships and manage accounts effectively in Tustin, California. This is a Contract position that requires a proactive individual with strong communication skills and expertise in financial services, CRM platforms, and campaign planning. The ideal candidate will bring more than three years of experience in account management and demonstrate a proven ability to drive results. Responsibilities: - Develop and maintain strong relationships with clients to ensure satisfaction and retention. - Manage key accounts, providing strategic support and addressing client needs. - Utilize CRM systems to track account activity and optimize client engagement. - Collaborate with internal teams to align client objectives with business goals. - Monitor and report on key performance indicators (KPIs) to assess account performance. - Lead campaign planning efforts to achieve client-specific goals. - Oversee billing functions and ensure accuracy in client invoicing. - Assist in budget processes and provide financial insights to clients. - Implement best practices in accounting software systems for efficient account management. - Stay updated on industry trends to offer innovative solutions to clients. Requirements - Minimum of three years of experience in account management or a related field. - Proficiency in CRM platforms and accounting software systems. - Strong understanding of financial services and billing processes. - Demonstrated ability to plan and execute marketing campaigns. - Experience with KPI reporting and data analysis. - Excellent communication and interpersonal skills. - Ability to manage budgets and provide actionable financial insights. - Familiarity with tools such as ADP, ATS, and About Time is a plus. 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,

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