Client Services Manager
Core
Provide high-level executive support, coordinate projects and priorities, and serve as a communication bridge between clients and finance professionals.
Role type
Senior IC Client Services Manager (Executive Support & Project Coordination)
Builds
Executive schedules, project plans, client communications, and financial coordination workflows
Domain
Professional services / Outsourced accounting and finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Executive support, project management, calendar management, stakeholder coordination, risk identification, document preparation, client onboarding support, financial request routing, AI tool usage, Microsoft 365 proficiency
Preferred skills
C-suite executive support experience, independent project ownership, accounting/finance domain exposure, international client experience, CRM/workflow platform familiarity
Technologies
Microsoft 365, Hubstaff, AI tools (ChatGPT, Microsoft Copilot, Claude)
Responsibilities
Manage complex calendars and competing priorities for senior leadership; coordinate client requests with accountants and financial directors; manage projects from planning through completion; prepare meeting agendas, presentations, and briefing materials; identify project risks and escalate issues; support client onboarding and invoicing coordination.
Seniority
Senior, hands-on IC