Council Advisors - Client Finance & Commercial Operations Manager

Council Advisors•New York, NY
•$120,000 - $140,000

About The Position

The Client Finance & Commercial Operations Manager leads contracting, billing, and collections for TMG, a leadership advisory firm and operating business of Council Advisors. This client-facing role coordinates among clients, business development, project teams, legal, and finance, and serves as TMG’s operational contact for client procurement, finance, and accounts payable teams. The role builds relationships and keeps engagements on track from initial proposal through contracting and payment. The position reports to the Head of Finance and works directly with the General Counsel and TMG’s Managing Directors. It will also help shape contracting and client operations as Council Advisors scales.

Requirements

  • 5–8 years in client finance, commercial operations, contract management, or professional services operations.
  • Experience drafting and coordinating engagement letters and other commercial agreements.
  • Working knowledge of Salesforce or a similar CRM and Excel.
  • Experience partnering with Finance on billing, purchase orders, or revenue recognition.
  • Hands-on experience running a contract management system.
  • Bachelor’s degree or equivalent experience.
  • Strong and consistent work ethic, commitment to timely execution, and attention to detail.
  • Relationship-oriented, with the presence to earn the trust of senior client contacts and internal leaders.
  • Ability to understand how contracting, project setup, billing, and collections connect and surface issues before they escalate.
  • Good judgment about what to handle and what to escalate, including recognizing when an issue is a legal question.
  • Organized and precise across multiple clients and competing deadlines.
  • Clear writing and proactive communication skills, with the ability to resolve problems early.

Nice To Haves

  • Experience selecting or implementing a contract management system.
  • Experience with Certinia (formerly FinancialForce) PSA.
  • Experience with Concur or a comparable expense platform.
  • Paralegal certificate.

Responsibilities

  • Own the process from won opportunity to executed contract and project setup, confirming client and commercial requirements before work begins.
  • Draft and coordinate engagement letters, MSAs, SOWs, amendments, and NDAs with TMG’s Managing Directors and the General Counsel, ensuring contracts accurately reflect scope, fees, timing, billing terms, and expenses.
  • Manage client procurement requirements, including purchase orders, vendor registration, billing portals, and invoicing instructions.
  • Oversee consultant expenses, including approvals and receipt collection, to drive efficiency.
  • Establish new clients and projects in Salesforce to match executed agreements.
  • Maintain the contract management system as the system of record for client agreements, key dates, renewals, and amendments.
  • Partner with Finance and project teams to deliver accurate, on-time invoices and resolve client billing questions promptly.
  • Build consistent, repeatable processes across contracting, project setup, billing, and collections.

Benefits

  • Discretionary performance bonus.
  • 401(k) with company contribution.
  • Generous paid time off.
  • Benefits.
  • Wellness program.
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