Client Advisory Manager

Pivotal•Auburn, AL

About The Position

Pivotal is seeking a Client Advisory Manager to nurture and expand relationships with existing clients. The manager oversees a portfolio of clients and serves as their primary point of contact, providing responsive service and overseeing the delivery of accounting and advisory services. This includes ensuring financial statements, tax work, and related deliverables are accurate and completed on time. The role focuses on understanding changing client needs, maintaining satisfaction, and identifying opportunities to grow client relationships. The position works closely with financial operations, tax, and firm administration teams to provide a seamless client experience. The Client Advisory Manager also represents client perspectives within the firm and shares feedback to help improve service and resolve challenges. Pivotal provides advisory, accounting, and tax solutions on a fractional basis to small and medium-sized businesses and their owners nationwide. The company offers competitive compensation packages, health benefits, and a collaborative work environment.

Requirements

Bachelor’s degree in Business, Accounting, or a related field.
Proven experience in client management, account management, or a related role.
Strong understanding of accounting and financial services.
Excellent communication and interpersonal skills.
Detail-oriented, with a focus on client success.

Nice To Haves

Tax planning experience is strongly preferred.
Knowledge of new accounting and tax systems, or the ability to learn them.

Responsibilities

Manage large, named, key client accounts.
Oversee services provided to assigned clients, including monthly financial statement delivery, tax returns, and related deliverables.
Monitor client engagements to ensure quality service delivery and that client expectations are met.
Build and maintain strong relationships with existing clients and ensure their satisfaction.
Serve as the main point of contact for client inquiries, concerns, and feedback.
Identify opportunities to upsell additional services based on clients’ evolving needs.
Collaborate with internal teams to introduce clients to new offerings and value-added services.
Work with financial operations, tax, and firm administration to support seamless client experiences.
Advocate for clients within the firm and provide feedback to improve client satisfaction and address challenges.