Senior Client Success Manager - Finance & Accounting

Continuserve • Atlanta, GA

2d

About The Position

ContinuServe is seeking a Senior Client Success Manager to serve as a strategic advisor and primary relationship manager for a portfolio of multi-unit clients. Reporting directly to the Executive Vice President of the business unit, this highly visible role has exposure to executive leadership and the opportunity to influence client strategy, operational performance, and business growth. The role is suited to a proactive, consultative professional who can balance client success, operational execution, and revenue growth in a fast-paced environment.

The Senior Client Success Manager works with executive leaders across a diverse portfolio of multi-unit organizations and partners with the EVP and senior leadership team to advance client satisfaction, retention, and growth. The role also offers career advancement potential within a rapidly growing, private equity-backed organization and a collaborative, entrepreneurial culture.

The employee must be willing to work at a small-to-mid-sized office location and attend client conferences and meetings, which may take place during or outside the workday. Travel to other ContinuServe locations or client offices may be necessary, along with attendance at company management meetings involving offices around the globe. Additional travel may be required based on business needs and must be approved by the Executive Vice President-MUC. Travel may be up to 25%.

Requirements

• At least 7 years of experience in client success, account management, consulting, finance and accounting services, business process outsourcing (BPO), or a related professional services environment.
• Proven ability to build and manage executive-level client relationships.
• Strong understanding of finance and accounting operations, including financial reporting, accounts payable, accounts receivable, payroll, reconciliations, and cash management.
• Experience managing multiple clients, projects, and priorities simultaneously.
• Demonstrated success leading cross-functional teams, client transitions, and strategic initiatives.
• Strong business acumen and ability to identify challenges and develop practical solutions.
• Excellent communication, presentation, relationship-building, and negotiation skills.
• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Ability to travel up to 25%.
• Willingness to work at an office location and attend client and company meetings, with travel as business needs require.

Nice To Haves

• Experience supporting multi-unit organizations.
• Experience in restaurant, franchise, retail, hospitality, healthcare, or another multi-site industry.

Responsibilities

• Serve as the primary point of contact and trusted advisor for a portfolio of multi-unit clients.
• Build and maintain relationships with C-suite executives and key stakeholders.
• Partner with the EVP and senior leadership team to drive client satisfaction, retention, and growth.
• Ensure successful delivery of outsourced finance and accounting services and consistently exceed client expectations.
• Lead client onboarding, strategic account planning, business reviews, and ongoing relationship management.
• Collaborate with accounting, finance, and operations teams to support seamless service delivery and strong client outcomes.
• Support business development through needs assessments, solution design, proposals, and executive-level discussions.
• Monitor account performance, service metrics, profitability, and overall client health.
• Represent ContinuServe professionally and credibly as a brand ambassador.

Benefits

• High-visibility role with influence on client strategy, retention, and business growth.
• Direct partnership with the Executive Vice President and senior leadership team.
• Significant career growth potential within a rapidly growing, private equity-backed organization.
• Collaborative, entrepreneurial culture where contributions are recognized and rewarded.
• Opportunity to make a measurable impact on client success and business growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior