[Hiring] Client Manager @Logistis for Designers

Role Description

The Client Manager owns the relationship with a book of design-firm clients. You lead their monthly calls and translate their financials into plain language. You also manage a team of bookkeepers to make sure the work is accurate, on time and ready before you meet with the client. You are the link between the designer and our team. You keep the relationship strong, catch problems early, and spot when a client needs more support as the business grows.

We're looking for a senior accountant who loves working with clients. Beyond managing relationships, you'll be hands-on in onboarding new clients, cleaning up their books, and teaching designers and our team the best practices that keep their financials accurate.

What You'll Do

• Client relationships and advisory
  • Serve as the main point of contact for your assigned clients, by email, phone and Zoom
  • Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability, and to collect what's needed to close the books
  • Help designers understand their gross profit margin, markups and net income, and recommend changes when margins are low or the business is losing money
  • Answer workflow and best-practice questions about Studio Designer, Houzz Pro, Programa and QuickBooks Online
  • Coordinate with clients' outside CPAs, payroll providers and software reps as needed
  • Pick up the phone. You don't hide behind email.
• Onboarding, cleanup and best practices
  • Lead new-client kickoff and onboarding calls, and guide clients through the onboarding checklist
  • Secure access to QuickBooks, banks, payroll and sales tax accounts, and design-platform integrations
  • Run cleanup assessments, including QuickBooks and design-platform audits, and scope the catch-up work
  • Oversee mapping and setup of the design platform to QuickBooks
  • Do and oversee hands-on books cleanup: reconciling accounts, fixing duplicated or miscategorized transactions, writing adjusting journal entries, and correcting prior-period sales tax and AR/AP balances
  • Teach designers best practices for their workflows in Studio Designer, Houzz Pro, Programa and QuickBooks
  • Train and coach bookkeepers on cleanup, design-platform workflows and firm standards
• Team leadership and quality
  • Manage a team of bookkeepers, including regular one-on-ones and monthly check-ins
  • Make sure the team prepares call-prep reports and financials before each client meeting
  • Do the final review of financial statements before they go to clients
  • Monitor Karbon for past-due work, unanswered client emails and outstanding uncategorized transactions
  • Work with our sales tax accountant to make sure filings and access requests are completed on time
  • Join the daily huddle, weekly team meeting, management meeting and client health score reviews
• Payroll support
  • Support clients on Gusto payroll, including new employee setup, terminations and final paychecks
  • Resolve payroll and tax notices with the bookkeeping team
• Billing and growth
  • Track and approve monthly billable (out-of-scope) time and invoices for your clients
  • Scope and prepare proposals for additional work, such as cleanup, procurement and consulting
  • Look for chances to expand services as a client's business grows or changes
  • Track client health and flag accounts at risk early
• Firm contribution
  • Help interview and train new team members
  • Help build and improve SOPs, Karbon templates and client resources

Qualifications

• 5+ years of accounting experience at a senior accountant level, ideally at an accounting or bookkeeping firm
• Proven experience with books cleanup and catch-up work, including reconciliations, adjusting journal entries and accrual-basis corrections
• Experience onboarding new clients and teaching accounting best practices to people who aren't accountants
• 3+ years in a client-facing role, such as client management or account management
• Strong working knowledge of QuickBooks Online and accrual-based financial statements. ProAdvisor certification is a plus.
• Ability to explain financial concepts clearly to people who aren't accountants
• Experience leading or mentoring a team, ideally remote or offshore bookkeepers
• Highly organized, and able to juggle many clients and deadlines at once
• Comfortable on Zoom and the phone all day. You enjoy client conversations.
• Warm, direct and solution-focused. You're humble when you need to be and clear when it matters.
• Bonus: experience with Studio Designer, Houzz Pro or Programa; Gusto; Karbon; multi-state sales tax; or the interior design industry
• Bachelor's degree in accounting, business or a related field, or equivalent experience

Benefits

• Health
• PTO
• 401(k)