Account Manager

Job Description: Job Title: Accounts Manager – Financial Applications / FinTech Experience Required: 4+ Years Employment Type: Full-Time Educational Qualifications (Any one): B.Com + MBA (Finance) B.Com / B.Tech + MBA (Finance) Industry Preference: IT or FinTech industry experience Hands-on involvement with financial systems or applications Role Overview: We are seeking an experienced and detail-oriented Accounts Manager with strong expertise in software implementation for financial institutions . This position combines accounting knowledge, financial systems implementation, and customer-facing responsibilities. The ideal candidate will have experience working directly with clients in the banking or financial sector, translating business requirements into system functionalities, and coordinating implementation efforts across internal teams. Key Responsibilities: 1. Software Implementation & Client Onboarding (Primary Skill Area – Highlighted) Lead end-to-end software implementation projects for banks and financial institutions Gather and analyze client requirements and translate them into functional and technical specifications Collaborate with product, tech, and QA teams to ensure smooth deployment and integration of financial systems Prepare and manage documentation including BRD (Business Requirement Document), FRD (Functional Requirement Document), SRS (Software Requirements Specification) Conduct user training, post-implementation support, and client onboarding sessions 2. Account Management & Client Engagement Serve as the primary point of contact for assigned customer accounts Build and maintain strong relationships with financial industry clients Provide regular updates, address issues, and ensure a high level of client satisfaction Understand customer business models and suggest improvements using technology and financial insights 3. Financial Oversight Manage financial processes including reconciliation, invoicing, collections, and reporting Review financial data and ensure accuracy across integrated systems Generate financial reports, forecasts, and summaries for internal and client use Ensure adherence to compliance, audit standards, and client contractual terms 4. Business Analysis & Documentation Work closely with clients and internal stakeholders to gather and define financial and business requirements Develop process maps, functional flows, and system requirements Translate complex financial and operational needs into system features or enhancements Act as a liaison between business and technical teams Required Skills & Competencies: Proven experience in implementing financial software for banking or financial clients Strong knowledge of accounting principles , financial systems , and process automation Proficiency in tools like Excel, Tally, ERP systems , and optionally JIRA/Confluence Experience in writing BRD, SRS, FRD , and documenting process flows Excellent communication skills to interact with customers in the financial domain Analytical mindset with a detail-oriented approach to problem-solving Strong project coordination and organizational abilities Preferred: Experience in IT or FinTech client environments Hands-on exposure to accounting software, ERP tools, and financial automation platforms No major career gaps Soft Skills: Customer-first mindset High attention to detail Self-driven and collaborative work style Comfortable with managing multiple projects and cross-functional stakeholders Company Details: Company: PE Front Office You can review the company https://pefrontoffice.com/ Our office address: Sumantra Tech Services Pvt. Ltd., 312, Vipul Trade Centre, Sohna Road, Sector 48, Gurugram - 122018 About Us PE Front Office is the only comprehensive and integrated suite of products that has been developed with a focus on the front and middle office processes for alternative investment management – Private Credit/Debt, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Limited Partners, and Fund Admins. Our state-of-the-art yet affordable solutions include CRM, Deal Flow, Fundraising, Investment Management (that supports both Equity and Debt), Portfolio Monitoring, Investor Management, Fund Administration, and Investor Portal access. This is further augmented by Risk and Compliance Management, Task and Activities Management, Outlook/Gmail Integration, Mobile App, Document Management, and detailed Reports and Analytics. The PE Front Office solution is available as a cloud-based subscription model and can also be deployed on the client premises. Our software-as-a-service (SaaS) solution is hosted on a fully secure, virtual, private cloud that’s dedicated and exclusive to each customer. Our range of online solutions – available on a single platform – are configured to suit your specific requirements. These solutions drive efficiency and transparency, and help investment professionals make highly informed decisions. Show more Show less