Client Success Team Manager

Robert Half - Portland, OR

Full-time - Manager

Portland, OR

Administrative and Support Services

About the position

The Client Success Team Manager will lead the onboarding process for new clients in the accounting industry, specifically focusing on Quickbooks® Online-based precision accounting services. This role is crucial in ensuring a smooth transition for clients and involves managing multiple client relationships while implementing structured processes for bookkeeping workflows.

Responsibilities

• Lead the onboarding of new clients, overseeing the entire process to ensure a smooth and professional experience
• Coordinate and manage Zoom®-based meetings that form the core of our nine-stage onboarding process
• Design and implement structured processes to transition clients from their current bookkeeping processes to our highly stabilized series of repeating workflows
• Act as the primary team member responsible for defining the strategy and specifications for the cleanup and redesign of client books
• Communicate effectively with clients and internal teams using digital platforms to facilitate the flow of information and promptly resolve any issues
• Oversee the administrative details of meeting coordination across all participants, aided by a Virtual Assistant
• Lead the development of a detailed consensus triage document that identifies errors, workflows, and client behaviors that need to change
• Help clients define a better business structure, which may involve the creation of new or additional entities
• Manage multiple client relationships simultaneously, adapting quickly to new challenges and maintaining utmost accuracy in client records using cloud-based tools.

Requirements

• Proficiency in Accounting Software Systems
• Familiarity with ADP - Financial Services
• Experience with BlackLine software
• Proficient in using Concur software
• Understanding of ERP - Enterprise Resource Planning
• Ability to handle Accounting Functions
• Knowledge of Accounts Payable (AP) and Accounts Receivable (AR)
• Experience in Auditing
• Familiarity with Billing Functions
• Proficiency in Excel Formulas
• Strong leadership and team management skills
• Excellent communication and interpersonal skills
• Proven ability to achieve client success
• Ability to handle multiple tasks and prioritize effectively
• Strong problem-solving skills
• Demonstrated ability to work under pressure and meet tight deadlines
• Excellent customer service skills.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan