Accounting Services Manager

Posted 6 Days Ago
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Hiring Remotely in United States
Remote
Senior level
Software
The Role
The Accounting Services Manager at Vividly will lead client onboarding efforts, ensuring smooth processes between ERP systems and Vividly. This role involves collaborating across teams to tailor onboarding procedures, fostering client relationships, and providing ongoing support. A strong knowledge of deductions management and the CPG industry is essential.
Summary Generated by Built In

Who We Are
Vividly is the leading Trade Promotion Management (TPM) solution for the consumer packaged goods (CPG) industry. Our intuitive platform streamlines trade spend management—from campaign creation to promotion measurement—helping brands like Liquid Death, Amy’s, and Laird Superfoods maximize ROI.

CPG brands allocate 20% of their revenue to trade promotions, yet 70% fail to deliver positive ROI due to outdated tools like spreadsheets and PDFs. Vividly disrupts this $8 trillion challenge with AI, machine learning, and fintech innovations, empowering businesses to achieve smarter, more effective trade promotions.

Who You Are
We are seeking an experienced and proactive Accounting Services Manager to join our Deduction Management Services (DMS) team within our Customer Experience division. This role is focused on supporting clients during the onboarding process and assisting the team behind the scenes in ensuring smooth ongoing operations. If you’re someone who thrives on building strong client relationships and streamlining processes, this is the perfect opportunity for you.

Key Responsibilities

Onboarding Services Client Support:

  • Lead client onboarding efforts, ensuring clear workflows between ERP and Vividly, leveraging accounting expertise.
  • Collaborate with the Implementation, Integration and Customer Success teams to tailor onboarding procedures to client needs, ensuring long-term success.
  • Work with Services Team Leads to develop and document repeatable workflows that are customized to individual client needs.
  • During onboarding, push deadlines, commitments, and processes to ensure clients are set up for success.
  • Host initial client meetings to provide insights, gather feedback, and address customer needs.
  • Foster strong relationships with clients, ensuring their satisfaction and long-term advocacy for Vividly’s platform.
  • Provide ongoing support to the client’s dedicated Team Lead as needed.

Requirements

  • 5+ years of experience in deductions management and the CPG industry.
  • Proven expertise in accounting processes, deductions, accruals, or trade finance.
  • Experience with SaaS products and ERP systems.
  • Strong communication and collaboration skills, both written and verbal.
  • Ability to work cross-functionally with teams such as Implementation, Customer Success, and Services.
  • A proactive, self-starter attitude with an entrepreneurial mindset.

Preferred Skills

  • Familiarity with Vividly trade promotion management (TPM) software.
  • Technical proficiency with cloud-based platforms and SaaS products.
  • Experience working in a fast-paced, evolving environment.

Benefits

  • 100% Remote position - Open to anywhere in the USA so long as you have internet
  • Salary and equity - We base our salary bands off of current market data to ensure you’re getting compensated fairly
  • Flexible PTO - and we really mean it! We want folks to utilize time off to help prevent burn out!
  • Healthcare, Dental and Vision - We cover 100% of your monthly premiums and 60% of all dependents
  • 401K through Betterment - Where we contribute 3%
  • Weekly $20 Sharebite Stipend - For every meal you purchase using your Sharebite stipend, they donate a meal
  • Monthly $50 Wellness Reimbursement - physical wellness, mental wellness, learning & development - we’ve got you!
  • Monthly $200 Remote Work Stipend - Use it for your phone bill and internet
  • Vividly Days Off - Whenever a holiday falls on a Monday or Friday, we turn it into a 4 day weekend! That means Vividly employees have about 20 days of holiday right off the bat!

Vividly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, political affiliation or belief.

Top Skills

Accounting Processes
Accruals
Cloud-Based Platforms
Deductions
Erp Systems
Saas Products
Trade Finance
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The Company
HQ: San Francisco, CA
99 Employees
On-site Workplace
Year Founded: 2017

What We Do

Streamline your trade promotion management, reconcile your deductions, and increase ROI with real-time forecasting and in-depth analytics. Vividly is the trade promotion partner CPG brands love

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