Accounts Executive

Firmway

Key Responsibilities

• Handle day-to-day backend data operations for clients.
• Upload, update, validate, and maintain client data in internal systems.
• Prepare and maintain MIS reports, operational reports, and data summaries.
• Perform basic data analysis and identify discrepancies or errors in client data.
• Verify data accuracy and ensure timely completion of assigned tasks.
• Support the Key Account Manager with client-related backend activities and data requirements.
• Coordinate with Product, Technology, and Implementation teams to ensure client requirements are met.
• Follow up on pending information and ensure timely closure of backend activities.
• Maintain proper documentation and records of client-related activities.
• Assist in resolving basic client data-related queries and issues.
• Identify recurring data issues and highlight them to the concerned team.
• Support other backend and operational activities as required by the business.

Requirements

• Basic accounting knowledge and comfort working with numerical and client-related data.
• Strong attention to detail with a methodical approach to data validation and documentation.
• Ability to prepare reports, maintain records, and identify inconsistencies in data.
• Good communication and coordination skills for working with internal teams and account managers.
• Comfort using spreadsheets and internal systems for data entry, tracking, and reporting.
• Ability to manage multiple assigned tasks, follow up proactively, and meet deadlines.
• Industry: Client Operations and Customer Success.