Senior Client Manager - Accounting & Finance

Continuserve•Marietta, GA

16h

About The Position

About ContinuServe ContinuServe is a tech-enabled outsourcing firm that partners with clients with finance, accounting, human resources and technology services. We have deep category knowledge and personalized service to impact your bottom line daily. We provide strategies that streamline and strengthen your operations in today’s fast-paced environment. We Are Built for the Pace of Possibility Purpose of the Job: Provides leadership to the global operations and account management teams in Retail vertical by executing great customer service and meeting all contractual obligations. Managing the full cycle accounting functions of multiple clients including but not limited to: financial statements, cash management and other ContinuServe services. Serves as the brand ambassador and thought-leader of ContinuServe and helps initiate, maintain and develop the relationship as the primary contact and internal liaison for the client within ContinuServe. Sets a clear vision for the development of the relationship by establishing and executing a client relationship strategy that allows the client to achieve their financial goals and objectives. Serve key role in new client onboarding, resource planning and project management. Grow new and existing revenue streams with scalable products.

Requirements

7+ years of experience in the service industry, with some experience in an international outsourcing or shared services accounting environment.
Restaurant experience is required.
Excellent domain knowledge specifically in Financial Reporting, Accounts Payable, Reconciliations, Accounts Receivables and Payroll working in an automated environment, thorough understanding of US GAAP.
Relevant experience which includes not only operations, but strong project management skills and experience with client transitions.
Proven financial acumen including revenue and cost focus and ability to sift out commercial issues in every situation.
Excellent customer relationship management skills to interact and manage multiple customers and handle escalations.
Ability to quickly understand business problems and offer tailored solutions to clients.
Proven ability of team building, team training, delegation while retaining accountability and ownership.
Excellent communication, presentation and negotiation skills.
Strong work ethic and ability to work a variety of hours.
Business travel is required up to 25%
4-year degree in accounting, finance, or business, 7+ years of senior leadership key account management or client service management experience.
Proven track record of managing accounts of $1M annually and above.
Experience working with global delivery organizations.
Experience leading diverse, large, high-performing teams.
Personable leader who enjoys developing relationships with clients and staff.
High energy level and act as leader and mentor to team.
Ability to empathize and hold staff/self-accountable for deliverables.
Excellent presentation, written and verbal communication skills.
Ability to successfully organize deliverables and manage priorities.
Strong working knowledge of personal computers, and of Microsoft Word, Excel and PowerPoint

Nice To Haves

Financial leadership within the division specific Accounting Industry.
Experience in interpreting and presenting financial statements to the board.
MBA.
Experience with the division specific Industry, outsourcing, and Microsoft Dynamics Great Plains software.

Responsibilities

Ensures and execute the KPI’s (contractual terms) with all clients.
Demonstrate a solid knowledge of business process outsourcing (BPO) services specifically within the outsourced accounting and finance solutions market.
Articulate company value proposition to clients and prospects using a consultative sales approach; have the ability to complete the sales cycle from start to finish with minimal support to the C-Suite level of an organization.
Experience calling on and working with C-Suite level in hospitality vertical to sell our outsourced accounting and finance services.
Understanding of sales funnels, pipeline, TCV, ACV and various proposal and sales process
Coordinate and lead needs analysis and scoping initiatives with the customer.
Leverage support organization as needed to create value-based solution offering (value-based pricing and scope).
Own and present formal proposals and lead negotiations with the prospect.
Coordinate complex decision-making/lead negotiations processes and overcome objections to closure.
Be responsive to customer needs and follow through on all aspects of customer requests, both written and verbal in a timely manner.
Works with internal Finance team to ensure clients are appropriately billed and collected.
Responsible for achieving the Division Run the Business (RTB) P&L and demonstrate budgeted margin for all clients within the vertical or actionable plans to achieve desired profitability.
Performs monthly projections with leadership team.
Responsible for revenue and SARG target being achieved and proactively drives revenue maximization through the clients.
Monitors and tracks SARG opportunities presented and ensure that all clients are contacted.
Advises Executive Vice President - MUC when circumstances jeopardize achievement of the revenue and SARG targets.
Communicates customer service standards to management team and staff, and conducts necessary training to ensure that it is fully understood at all levels of the organization.
Ensures achievement of client surveys of >95% satisfaction.
Achieves controllable client retention of 97% annually.
Monitors complaints to head off potential client issues and proactively alerts Executive Vice President - MUC to initiate recovery actions on top priority.
Performs gap analysis to identify areas where our performance does not meet our standard, and establishes action plan by month to eliminate gaps.
Recommends product/service enhancements to add value to our offerings.
Establishes and executes ongoing client communication plan to ensure we are communicating with our client and meeting their business needs.
Prepares and present monthly scorecard with CEO, COO and Executive Vice President - MUC to review all client KPI’s, client service issues, financials, pipeline and transitions.
Individually contribute to sales growth of division (account management-SARG).
Contribute to growth of vertical business and perform role as Subject Matter Expert, as applicable, during sales process or leverage others as needed.
Responsible for the contract terms, scope, price and approval.
Assess/limits risk exposure to ContinuServe
Represents ContinuServe to industry organizations
Other duties as requested
Frequently serves as a representative of ContinuServe to various organizations within the industry and broader community, displaying courtesy, tact, consideration, and discretion in all interactions.
Continually serves as a representative of ContinuServe to the clients, displaying courtesy, tact, consideration, and discretion in all interactions.
Frequently negotiates contracts, answers questions from accounting staff, and interacts with division corporate staff.