Client Manager Location Business Development - Sioux Falls,SD

About the Role

Key Responsibilities

• Manage team deliverables related to clients and internal systems
• Review the work of team members and provide feedback to ensure clients receive the highest quality work with communication from staff along the way
• Coach other staff members, especially new staff on the company's culture and standards
• Meet with clients as needed and provide financial reports as well as cash flow analysis using the company tools
• Be available for client one-off requests and questions
• Review monthly invoices for services provided by the team and communicate scope of work changes and resolve issues
• Collect on past due clients whenever they get behind
• Brand development and sales in the local market
• Develop relationships with service clubs and business leaders within a 30-mile radius
• Organize and implement local marketing efforts to raise community awareness of services
• Work with Business Development staff to meet with and close new clients
• Use team calendar to schedule appointments for client work and internal meetings
• Use task management software to keep track of client and company tasks
• Use QB Time to keep track of billable and non-billable time
• Communicate effectively through voice/text/email with clients and staff
• Work closely with corporate leaders to keep the team and clients informed
• Present information to clients and staff, define problems, collect data, establish facts, and draw conclusions
• Attend weekly training meetings and contribute to discussions
• Participate in companywide training events
• Use internal and external resources to become a subject matter expert
• Perform other duties as assigned

Requirements

• Microsoft Office applications (Word, Excel)
• Small business accounting software (QuickBooks Desktop, QuickBooks Online)
• Google Suite, Zoom, QB Time
• Attention to detail
• Ability to be self-directed and perform to a high standard
• Understanding of mathematical concepts in a business environment
• Communication, facilitation, and interpersonal skills
• Customer focus
• Organization and planning skills
• Analytical thinking skills
• Ability to collaborate and function in a team environment
• Bachelor's Degree in Business or Accounting
• 5+ years experience in bookkeeping or accounting
• Controller-level experience preferred

Nice to Have

• Controller-level experience