Client Advisory Manager

Overview

Pivotal Finance is revolutionizing the traditional CPA firm model, focusing on advisory, accounting, and tax solutions on a fractional basis for small and medium-sized businesses and their owners. Headquartered in Auburn, AL, with services extended to clients nationwide.
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.

We assemble a team of passionate accounting, finance, and tax professionals, empower them to address client challenges comprehensively, leverage technology to enhance client experiences, and engage with clients on their terms. Our approach positions us as a pivotal member of each client’s team, delivering exceptional service and contributing to the success of every business we serve.

Job Description

As a Client Advisory Manager , you will be the cornerstone of our client-centric approach, dedicated to nurturing and expanding relationships with our existing client base. You will understand evolving client needs, ensure satisfaction, and proactively identify opportunities for growth. Beyond managing accounts, you will serve as a trusted advisor, offering strategic insights and fostering a collaborative partnership. Your contributions will help maintain high client satisfaction, cultivate long-term relationships, and drive the continued success and expansion of our firm.

Responsibilities

• Account Management
  • Develop and implement account plans to strategically manage and grow client portfolios.
  • Monitor client engagements to ensure quality service delivery and client expectations are met.
• Client Retention and Satisfaction
  • Build and maintain strong relationships with existing clients, ensuring satisfaction with our services.
  • Act as the main point of contact for client inquiries, concerns, and feedback.
• Client Growth
  • Identify opportunities for upselling additional services to existing clients based on evolving needs.
  • Collaborate with internal teams to introduce clients to new offerings and value-added services.
• Cross-functional Collaboration
  • Work with internal teams (financial operations, tax, and firm administration) to ensure seamless client experiences.
• Client Advocacy
  • Act as a client advocate within the firm, providing insights to improve client satisfaction and address challenges.

Qualifications

• Bachelor's degree in Business, Accounting, or related field.
• Proven experience in client management or related role.
• Strong understanding of accounting and financial services.
• Tax planning experience is a plus.
• Knowledge of or ability to learn new accounting and tax systems.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on client success.

Additional Information

We offer competitive compensation packages, health benefits, and a collaborative work environment.

Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr