We’re hiring a Client Services Manager
It all begins with an idea.
Job Title: Client Services Manager
Location: Remote
Reports To: CEO
Position Overview
We’re seeking a Client Services Manager (CSM) to lead the end-to-end client experience within our accounting practice. This role ensures clients feel supported, informed, and confident in their financial data while enabling our accounting team to deliver high-quality, timely services. The CSM will manage client relationships, oversee onboarding and offboarding, handle escalations, and drive workflow efficiency across the firm.
This is a hands-on leadership role, ideal for someone with experience in professional services or accounting, who excels in relationship management, process improvement, and team coordination and remote communication.
Key Responsibilities
Client Relationship Management
Serve as the primary point of contact for clients, handling onboarding, regular communications, contract management, and offboarding with professionalism.
Build a deep understanding of each client’s business, accounting needs, and preferences, ensuring tailored service delivery.
Lead Quarterly Business Reviews (QBRs) with clients to align on goals, review financial performance, and identify opportunities for improvement or additional services.
Administer and manage client surveys, analyze feedback, and implement changes to improve satisfaction and retention.
Proactively identify upsell opportunities (e.g., expanded services, advisory offerings) and potential retention risks.
Client-Facing Team Leadership
Works closely with the client accounting lead and accounting team, overseeing capacity planning, workload distribution, and deliverable timelines.
Support recruiting and onboarding of new team members as the firm grows.
Work collaboratively with the team leads on annual reviews, client performance goals and planning for the team in partnership with leadership.
Act as the point of escalation for client issues and internal troubleshooting, ensuring quick resolution.
Operational Efficiency
Own the internal project management and communication tools (e.g., Asana), ensuring tasks, due dates, and deliverables are tracked accurately.
Monitor deadlines for financial deliverables (e.g., monthly closes, payroll, reconciliations, compliance filings) and ensure on-time execution.
Maintain updated client databases and documentation, ensuring accurate, organized information for the team.
Gather case studies and testimonials to showcase client success stories.
Provide ongoing KPI and client performance reporting
Skills & Competencies
Accounting Services Knowledge: Familiarity with bookkeeping, accounting workflows, and client deliverables in a professional services environment preferred.
Client Relationship Management: Skilled in building trust, managing expectations, and resolving issues promptly.
Team Leadership: Experience directly /indirectly managing teams in a deadline-driven environment with competing priorities.
Project Management: Strong ability to organize, prioritize, and track multiple client engagements simultaneously.
Technical Proficiency: Comfortable with accounting software, CRMs, workflow tools like Asana, Slack, and GSuite. Loves learning new technology and streamlining current processes. Expert-level proficiency or willingness to get there – a plus.
Communication: Clear and confident communicator who can explain accounting close timelines or data needs to clients. Strong written and verbal skills. Experience building presentations and client summaries, a plus.
Problem-Solving: Strong at identifying potential issues ahead of time. Calm under pressure, solutions-oriented, and skilled in conflict resolution.
Business Development Awareness: Ability to spot client growth opportunities while ensuring retention.
Qualifications
5+ years in client services, operations, or account management, preferably in an accounting firm or financial services setting.
Proven experience managing/supporting client-facing teams and supporting professional staff.
Familiarity with accounting processes and terminology (does not need to be a CPA, but must understand client deliverables).
Strong organizational, multitasking, and process-building skills.
Prior experience with client workflow tools (Asana, Clockify, Gsuite, Slack, or similar) is a plus.
Why Join Colson Strategies?
We’re a small but growing firm where your work has a direct impact on clients’ businesses and our team’s success. You’ll have the opportunity to shape client service processes, contribute to a talented accounting team, and be part of a collaborative, forward-thinking company committed to excellence in client relationships.
What We’ll Give You
Generous PTO – 15 days in year 1, 20 days after 2 years, and 25 days after 5 years
Bonus Time Off – An extra day off every month, because you deserve it
401(k) Matching – Helping you invest in your future
Competitive Comprehensive Benefits – Health, dental, and vision coverage
Flexible Work Environment – Work in a way that fits your life
Competitive Pay – Because your expertise deserves to be rewarded
A Fun, Supportive Team – Work with great people who care about what they do
At this time, we’re not accepting applicants from CA, NY, or outside the US.