Client Service Manager
$140,000–$165,000 year
HybridLos Angeles, California, United States
Job Summary
Develop and implement workplans for new and existing clients while overseeing special projects and consulting work. Ensure client service staff prepare and submit timely, accurate financial reporting and lead new-client kick-off meetings. Manage business activities by monitoring accounts receivable, using YPTC Manager Console tools, and conducting client reviews to mitigate risks. Serve as a liaison between clients and leadership, attending finance committee and board meetings as needed. Support staff engagement by modeling the YPTC Way, providing technical guidance, delivering training, and conducting annual performance reviews. Conduct potential new client meetings, draft proposals, and represent the firm at industry conferences. Uphold nonprofit accounting standards, regulatory requirements, and internal policies while promoting a culture of integrity.
Required Qualifications
- Bachelor's degree in accounting, finance, or a related field
- 7+ years of progressively responsible experience
- nonprofit accounting experience
- Interest in learning and using multiple accounting software packages, Microsoft Excel, and rapidly evolving technologies (e.g., AI and automation)
- Demonstrated analytical and problem-solving skills; uses data and insight to assess issues, manage risk, and drive sound decisions
- Ability to think strategically and proactively, balancing client needs, team capacity, and business priorities
- Proven experience leading and developing staff, including coaching, performance management, and workload prioritization
- Strong ability to build and maintain trusted client relationships, serving as a trusted advisor
- Collaborative mindset with a commitment to continuous improvement and delivering exceptional client service
- Exceptional communication skills (verbal and written)
- Embraces and executes change management effectively
- Exhibits tact and professionalism in resolving conflicts
- Ability to work independently
- Commitment to staying current on accounting updates and pronouncements, especially those affecting nonprofits
- reasonably available, if needed, by phone and email outside of normal working hours
- willingness to travel to in-person meetings, including but not limited to staff meetings, inperson client visits, and annual reviews, periodically throughout the year; and to travel occasionally to events to support critical strategic initiatives
Desired Qualifications
- advanced degree
- public accounting and/or Controller/CFO experience
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