Senior Client Service Manager

About Elevar

Elevar supports businesses with modern bookkeeping, operational clarity, and relationship\-driven advisory services. The Client Service Manager is essential to that mission — ensuring clients receive a high\-trust, high\-communication experience while internal teams are supported, guided, and empowered.

This role blends leadership, communication, technical accounting, understanding, and process oversight. It is ideal for a highly organized, client\-facing professional who enjoys managing people, improving systems, and growing long\-term relationships.

Role Purpose

The Client Service Manager owns the client service experience for an assigned book of Elevar clients. They oversee the monthly financial workflow from kickoff to delivery, manage client communication, ensure quality standards, and support the development of CSAs and Senior CSAs.

This role is responsible for removing roadblocks, improving efficiency, documenting processes, and working closely with the CFO/Controller to elevate advisory outcomes.

Key Responsibilities

Client Relationship Ownership

· Serve as the primary client contact for expectations, communications, and deliverables.

· Lead monthly/quarterly check\-in calls and coordinate follow\-ups.

· Translate client questions into actions for the CSA team and advisory\-level escalations.

· Deliver calm, clear, professional communication in all scenarios.

Team Leadership, Development \& Support

· Provide real\-time coaching and feedback to CSAs and Senior CSAs.

· Support training, QA reviews, and onboarding of new team members.

· Maintain high morale, clarity, and alignment through intentional communication.

· Participate in or lead internal workshops, knowledge\-sharing sessions, and best practices for documentation.

Process \& Technology Improvement

· Identify repeating workflow challenges and propose scalable solutions.

· Support rollout of automation, AI adoption, and standardized templates.

· Assist in updating SOPs, checklists, naming conventions, or process maps.

· Help build a culture of continuous improvement and operational maturity.

Internal Collaboration

· Work closely with CFO/Controller on client strategy and deliverables.

· Coordinate with Admin and Operations teams onboarding and documentation management.

· Participate in capacity planning and workflow distribution for team balance.

Required Qualifications \& Skills

Technical Experience

· 5\-7\+ years in bookkeeping, accounting operations, or client management.

· Strong knowledge of QuickBooks Online and supporting integrations.

· Ability to interpret financial statements and explain findings to clients in practical terms.

· Experience reviewing and coaching others’ work for accuracy and completeness.

Professional Capacities

· Exceptional communication — warm, direct, clear, and client\-calibrated.

· Understand how to prioritize and organize multiple workflows.

· Demonstrates sound judgment and calm under competing priorities.

· Strong problem\-solving, documentation, and follow\-through.

Education (Preferred, Not Required)

· Degree in Accounting, Business, Finance, or equivalent experience.

· QuickBooks ProAdvisor 2 and Bookkeeper Certifications required (or obtained within 150 days).

· Additional certifications (CB, payroll, project management) preferred.

Core Behaviors \& Cultural Alignment

· Client\-Centered Service – You set expectations, communicate proactively, and create a reliable, personable client experience.

· Continuous Learning – You refine your skills, share knowledge, and model curiosity and teachability.

· Collaboration \& Innovation – You champion tools, transparently communicate process changes, and help the team move efficiently and confidently.

· Community Impact – You support clients, colleagues, and Elevar’s broader mission with care, clarity, and heart\-forward service.

KPIs/Success Metrics

· 100% adherence to time entry deadlines (Self \& Team enforcement)

· 100% adherence to regulatory deadlines

· 95\-100% month\-end close timeliness across assigned clients and same leadership for other clients

· Less than a 2% error rate requiring correction by Advisor or above

· 95% of financial packages accepted on first review by Advisor or above

· 48\-hour max communication responsiveness and task coordination

· A minimum of 3 Efficiency improvements submitted quarterly

· Reduction in firm rework/corrections quarter over quarter

Growth Path

· This position may progress into:

Growth includes increased responsibility, billable hour progression, and compensation increases.

· Client Service Director

· Training and Development Leader

· Industry Segment Leader

· Sr. Advisor / CFO

If you meet the qualifications, are open to potential assessments and are ready to take on this challenging role, please submit your resume and cover letter detailing your relevant experience and why you are interested in joining our team. We look forward to reviewing your application.

Job Type: Full\-time

Pay: $70,000\.00 \- $85,000\.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Health savings account
• Paid time off
• Professional development assistance

Ability to Relocate:

• Albuquerque, NM 87110: Relocate before starting work (Required)

Work Location: Hybrid remote in Albuquerque, NM 87110