Client Service Manager

Your Part-Time Controller, LLC (YPTC) is a nationally recognized leader in outsourced accounting services for nonprofit organizations. The Client Service Manager (Manager) ensures exceptional client service and supports YPTC’s strategic plans and initiatives, as defined by the YPTC Strategy Flywheel. Grounded in YPTC’s purpose, mission, values, and the YPTC Way, the Manager creates successful experiences for clients and staff. As an ambassador of YPTC’s culture and values, the Manager coaches and supports staff, serves as a liaison between clients and YPTC leadership, and provides guidance, oversight, and quality control. The ideal candidate is an experienced leader with strong nonprofit accounting knowledge, solid project management skills, and a commitment to the YPTC way of working.Responsibilities Client Service Management (Keep Clients) The Manager is accountable for oversight of the following client service activities:Develop and implement workplans for new and existing clients.ii. Ensure client service staff prepare and submit timely, accurate financial reporting (as required).iii. Oversee special projects and consulting work, as appropriate.iv. Identify, recommend, and implement transformational, value-added services using a CFO Mindset (e.g., systems/process improvements, board education, and training).Build relationships with client leadership (e.g., executive director, board members, finance chair, and key staff) with periodic check-ins.The Manager ensures timely delivery of high-quality services aligned with YPTCstandards, including:Prepare staff for and lead new-client kick-off meetings; manage staff and client transitions as needed.ii. Ensure effective communication among staff, clients, and YPTC leadership.iii. Assess and mitigate risks to support healthy client relationships; promptly identify and report at-risk or lost clients.iv. Use the Client Review Framework to conduct client reviews (e.g., meet with clients and staff, review work products, and provide actionable feedback).Attend finance committee and board meetings to support client service staff, as needed.Manage the business and mitigate risk by monitoring client service and staffactivities, including:vi. Partner with staff to keep YPTC accounts receivable current (no more than 30 days outstanding); follow up proactively as needed.vii. Use YPTC Manager Console tools, reports, key performance indicators (KPIs), and key behavior indicators (KBIs) to manage the business and staff. Staff Management and Support (Keep Staff) Managers monitor and cultivate staff engagement and support professional success atYPTC:Serve as an ambassador for YPTC culture by modeling and teaching staff how to apply the principles of the YPTC Way.Participate in staff meetings to stay informed, share insights, and support team cohesion; support the Market Leader with meeting content and delivery.Provide timely guidance on technical, software, and process questions to enable efficient, high-quality work.Deliver staff training as needed to support ongoing professional development.Conduct regular staff check-ins as an integral part of the organizational feedback loop.Document and address performance issues, follow up consistently, resolve conflicts, and support professional growth.Manage scheduling, utilization, and overtime to support work-life balance, including appropriate use of timesheet codes.Conduct annual performance reviews; evaluate accomplishments and support career development. Business Development and Client Sales (Get Clients) Managers support Market Leaders with business development activities as needed:Conduct Potential New Client (PNC) meetings (including pre-meeting research), draft proposals, and follow up to close opportunities in a timely manner.Perform assessments to evaluate client needs and identify opportunities for additional services.Review client sponsorship requests, submit informed recommendations, and follow up as necessary.Attend industry conferences and targeted events to represent YPTC, build relationships, identify potential clients, and stay current on nonprofit market trends. Recruitment and Training (Get Staff) Managers may support recruitment and staff training efforts, including:Interview candidates and support the hiring process.Represent YPTC at recruiting events to attract talent and promote YPTC’s culture.Lead new staff orientation to support a positive, informed onboarding experience. Operations, Compliance, and Risk Management (Operations) Managers are expected to uphold YPTC policies, procedures, and processes, including:Attend market manager meetings, monthly company-wide manager meetings, staff meetings, and other meetings as required.Ensure adherence to nonprofit accounting standards, regulatory requirements, and YPTC’s internal policies.Stay informed about industry trends and regulatory changes affecting nonprofit organizations and assist staff in understanding those changes as needed.Promote a culture of integrity, ethics, and confidentiality.Partner with YPTC Legal and Compliance, as needed, on contract, compliance, or other legal matters; keep Market Leader, Regional Director, and Chief Client Services Officer informed of significant issues and status updates.QualificationsBachelor’s degree in accounting, finance, or a related field required; advanced degree a plus7+ years of progressively responsible experience; nonprofit accounting experience required; public accounting and/or Controller/CFO experience preferredInterest 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 decisionsAbility to think strategically and proactively, balancing client needs, team capacity, and business prioritiesProven experience leading and developing staff, including coaching, performance management, and workload prioritizationStrong ability to build and maintain trusted client relationships, serving as a trusted advisorCollaborative mindset with a commitment to continuous improvement and delivering exceptional client serviceExceptional communication skills (verbal and written)Embraces and executes change management effectivelyExhibits tact and professionalism in resolving conflictsAbility to work independentlyCommitment to staying current on accounting updates and pronouncements, especially those affecting nonprofits Other Requirements: While YPTC endeavors to maintain a balance between work and personal life, it is expected that the Manager will be reasonably available, if needed, by phone and email outside of normal working hours.A 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 YPTC Offers: A Best Place to Work! We are nationally recognized by both Inc. Magazine and Accounting TodayWork with a mission-driven purpose serving nonprofit organizationsA culture of support, enabling our staff to succeedGrowth! We are among the fastest growing accounting firms in the US, with unlimited opportunities for professional growthCompetitive compensationWork-life balance, full and part-time positions availableStandard 35-hour full-time work week, with eligibility for paid overtime for non-exempt employeesFor full-time positions, we offer:4 WEEKS PAID TIME OFF, generally consisting of 100 hours paid vacation to start with eligibility for additional vacation based on tenure and a minimum 40 hours sick time, subject to applicable state law9 paid holidaysFull benefits package including medical, dental, vision, life insurance and supplementary benefit optionsVery generous employer contributions to medical insurance premiumsFor part-time positions, we offer:Pro-rated vacation and sick time based on hours workedEligibility for supplementary benefit options401(k) Retirement Plan with Employer MatchAmple professional development opportunities and reimbursementCompany provided laptop and technology stipendHybrid work environment Starting annual base salary is $140,000 to $165,000 for this full-time exempt position. Total compensation may increase with eligibility for various bonuses. A professional development reimbursement and technology stipend are also provided on an annual basis. Please note that the base salary offered may vary depending on relevant factors as determined by Your Part-Time Controller, LLC, which may include, but is not limited to, education, skill, experience, licensure and certifications, internal salary ranges, geographical location, and other business needs.Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us by sending an email to [email protected]. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.