Client Manager Location Business Development - Brookings, SD
Position Summary
The Client Manager Location Business Development is consistent with the vision and values of the company, provides controller-level services to the company clients and grows the local market. Ensures quality of client services by performing reviews of staff work. Monitors client deliverables and maintains consistent communication with clients. Provides coaching to clients and team members related to business and accounting best practices.
Essential Duties and Responsibilities
Manage team deliverables related to clients and internal systems – 50%
An A-Player for this Client Manager role is someone who, on a daily basis, embodies Communication, Accountability and the ability to manage deadlines. Their dream is to help clients receive a transformative experience through bookkeeping and financial understanding related to their business.
Work includes:
- Have fun and promote a positive attitude to clients and team members.
- Review the work of team members and provided feedback to ensure clients receive the highest quality work with communication from staff along the way
- Coach other staff members, especially new staff on our company's way and our Culture Statements
- 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 you and your fellow team members. Communicate scope of work changes and resolve issues
- Collect on past due clients whenever they get behind
Business Development – 20%
- Brand development and sales in the local market
- Develop Relationships with service clubs and business leaders within a 30-mile radius of your location
- Organize and implement local marketing efforts to raise community awareness of our Services
- Work with Business Development staff to meet with and close new clients
Be responsible and communicate effectively with clients and staff – 20%
- This position is extremely hands-on and detail oriented. Staff members need to be self-reliant and responsible for managing tasks and deadlines. These include but are not limited to:
- 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 fellow staff members using professional language that is consistent with the vision and values of the company.
- Work closely with corporate leaders to keep the team and clients informed
- The ability to present information to clients and fellow staff members is critical. Employees must be able to define problems, collect data accurately, establish reliable facts and draw valid conclusions.
Self-improvement and continuous education – 10%
- 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
Knowledge, Skills and Abilities
- 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
Education & Experience
- Bachelors Degree in Business or Accounting
- 5+ years experience in bookkeeping or accounting
- Controller-level experience preferred