Client Delivery Manager - Calgary
About The Position
Boast is redefining how companies unlock R&D funding, turning a complex, manual, and audit-prone process into a streamlined, scalable engine for growth. By combining deep technical and R&D tax expertise with purpose-built AI, Boast helps companies across Canada and the U.S. unlock critical funding with confidence so they can focus on building and growing. Since 2011, Boast has helped thousands of businesses access over $600 million in innovation capital. At Boast, you have the opportunity to do meaningful, high-impact work without operating in a rigid structure. You are trusted to take ownership, work directly with interesting clients, and contribute to how solutions are built and delivered. Problems are complex, the work is collaborative, and the pace is fast, which creates an environment where you can expand beyond a single specialty, build real judgment, and see the direct impact of your work. For those who want responsibility, visibility, and the ability to influence outcomes, let’s talk! As a Client Delivery Manager, you’ll lead the successful delivery of R&D tax credit claims for a portfolio of companies across Canada and the U.S. This is a highly strategic, client-facing role that sits at the centre of delivery, advisory, operations, and relationship management. You’ll guide clients through complex claim and audit processes, oversee cross-functional delivery work, help teams navigate competing priorities, and ensure claims are delivered with quality, accuracy, and confidence. You’ll work closely with Technical Solutions Managers, Product, Sales, and leadership teams to continuously improve how work gets delivered at scale through a combination of deep expertise, operational excellence, and AI-enabled technology. This role is ideal for someone who thrives in fast-moving environments, enjoys balancing people, projects, and strategy, and wants meaningful ownership in a company modernizing how businesses access R&D funding.
Requirements
- 5+ years of experience in R&D tax credits, government incentives, grant funding, or a related advisory environment.
- Experience managing complex client portfolios and leading concurrent claim delivery engagements in fast-paced, deadline-driven environments.
- Strong client management and communication skills, including the ability to navigate competing priorities and challenging conversations.
- Strong understanding of claim strategy, audit processes, compliance considerations, and delivery risk management.
- Experience supporting clients through audits, government reviews, and technical or financial documentation processes.
- Familiarity with project management tools such as JIRA, Asana, GitHub, ClickUp, Linear, and Notion; accounting systems such as QuickBooks, FreshBooks, and Oracle NetSuite; and payroll systems such as Ceridian, Wagepoint, and QuickBooks—or similar tools and best practices within each system.
- Strong organizational skills, business judgment, and a proactive, solutions-oriented approach to problem-solving.
- Experience collaborating cross-functionally within high-growth or evolving environments.
Nice To Haves
- Experience in STEM or supporting technical, software, engineering, or innovation-focused organizations is considered a strong asset.
- Ability to travel occasionally for client meetings, conferences, or team collaboration.
Responsibilities
- Manage a portfolio of client accounts, owning successful claim delivery, client engagement, and long-term account health.
- Act as a trusted advisor to clients by guiding claim strategy, coordinating successful claim delivery, and helping clients navigate audits and claim requirements.
- Lead multiple concurrent claim engagements, balancing timelines, priorities, risks, and stakeholder expectations in a fast-paced, deadline-driven environment.
- Partner closely with Technical Solutions Managers and internal teams to ensure claims are delivered accurately, efficiently, and with a high standard of quality.
- Review technical and financial documentation and help clients maximize eligible claim opportunities.
- Lead clients through audit processes, including audit strategy, documentation coordination, government communications, and interview preparation.
- Build strong client relationships through proactive communication, sound judgment, and a solutions-oriented mindset.
- Identify risks, process improvement opportunities, and operational efficiencies across the claim lifecycle.
- Collaborate with Product, Sales, and Pre-Sales teams to improve the client experience, support platform evolution, and strengthen delivery processes.
- Stay current on government incentive programs, industry trends, and evolving claim requirements.
Benefits
- Comprehensive health and dental benefits package
- RRSP matching program
- Three weeks of paid vacation
- Hybrid work model
- Opportunity to take ownership of meaningful work and directly influence outcomes in a growing, product-driven company
- Work alongside a team focused on solving complex, high-impact problems in a fast-moving, start-up environment
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
