(US ACCOUNTING) - Business Manager / Client Relationship Manager
About this role
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 descriptionRole & 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 manadatory
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
Company at a glance
Docyt's AI-powered Accounting and Business Intelligence platform is reshaping financial management for SMBs, franchises, and accounting firms. Docyt AI streamlines bookkeeping and financial workflows, offering real-time insights into unit economics to boost profitability. Standing out in the financial sector, Docyt AI addresses the industry's key challenge: providing real-time accounting data, including live P&L statements.
The platform drastically reduces revenue accounting errors by about 95% and simplifies month-end closures to a brief review, ensuring accuracy. By merging AI efficiency with human expertise, Docyt AI enhances financial teams' performance, accelerates profitability, saves time, and provides a real-time view of organizations' financial health.
Docyt is venture-funded and based in Mountain View, California. For more information, visit www.docyt.com. With Docyt’s AI-powered platform, multi-entity hotel groups and accounting firms can avoid costly penalties, late fees, and accounting headaches—while reclaiming hundreds of hours in productivity every year.
Top Benefits
- Medical Insurance
- Term Insurance
- PF
- Gratuity
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