Senior Account Manager, Client Accounting Services

Client Relationship Management:

• Serve as a senior point of accountability for a portfolio of Technology and eCommerce CAS clients.
• Oversee delivery of recurring accounting services, close processes, and advisory‑support work to ensure accuracy, timeliness, and consistency.
• Proactively manage client expectations, scope, risk, and service quality.
• Coordinate with tax, advisory, and specialty service teams to deliver integrated client solutions.

Operational Leadership:

• Lead day‑to‑day operational execution for assigned teams and client portfolios.
• Drive alignment across workflow, capacity, and delivery priorities.
• Identify operational inefficiencies and implement process improvements to enhance scalability and service quality.
• Serve as an escalation point for delivery, workflow, and resourcing challenges.

Technology & Process Enablement:

• Support evaluation, rollout, adoption, and optimization of accounting, workflow, and reporting technologies.
• Partner with internal stakeholders and vendors on demos, pilots, training, and implementation planning.
• Ensure technology and process decisions align with long‑term practice strategy and client needs.

Advisory Enablement

Support the evolution of Client Accounting Services toward forward‑looking advisory offerings.
Help define advisory service standards, deliverables, and internal expectations.
Enable teams to identify advisory opportunities and provide proactive, value‑added client insights.

Team Leadership & Developme

• Provide guidance, coaching, and support to team members across geographies.
• Assist with onboarding, training, and ongoing development of new hires and interns.
• Contribute to discussions around team structure, role clarity, and resourcing to support growth and sustainability.

Strategic Planning & Collaboration

• Participate in practice‑level planning, initiative execution, and progress reviews.
• Translate strategic objectives into clear, actionable plans with defined ownership and timelines.
• Collaborate closely with practice leadership, operations, advisory, and technology partners.

Qualifications:

• Prior experience in Client Accounting Services
• Strong understanding of accounting operations, close processes, and service delivery models
• Proven ability to manage complex client relationships and internal stakeholders
• Experience driving process improvement and supporting technology adoption
• Strong organizational, communication, and problem‑solving skills
• Ability to operate effectively in a fast‑paced, evolving environment

Preferred Qualifications:

• Experience supporting technology or eCommerce clients
  Exposure to advisory services (e.g., FP&A, dashboards, forecasting,
• analytics)
• Experience working with distributed or global teams
• Familiarity with modern accounting, workflow, and reporting platforms
• Operationally minded with strong execution focus
• Comfortable navigating ambiguity and driving clarity
• Collaborative leadership style with ability to influence without authority
• Detail‑oriented while maintaining a strategic perspective
• Client‑centric and solution‑oriented