Client Services Manager

Client Services Manager



The Client Services Manager has demonstrated experience in a services delivery role and is primarily responsible for the day to day management of services team members. This role focuses on assessing quality of work, resourcing needs for contracted services, continuously developing employees at various levels of experience, as well as daily operational activities. The Client Services Manager provides feedback from the field to identify areas of improvement and continued learning opportunities.



  • Provides oversight on team’s performance and assists in measuring quality of work
  • Guides and supports their team with their services delivery to customers and partners
  • Drives accountability within their team on administrative and operational activities
  • Directly and indirectly interfaces with customers and partners to manage relationships, mitigate risks, and resolve issues
  • Maintains and enhances knowledge of financial, risk, or operational reporting using the Workiva platform through a commitment to ongoing training
  • Successfully provides coaching and mentoring to their team, assists onboarding of new associates, and leads on-going training efforts
  • Ensures that documentation of Workiva platform best practices is maintained and leads to implementation standardization
  • Collaborates cross functionally to participate in organizational improvement initiatives


What You’ll Need

  • Undergraduate Degree or equivalent combination of education and experience in a related field.

  • 5+ years of experience in service delivery role, finance, accounting, audit, or a related field with demonstrable leadership skills
  • Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and their related technology platforms.
  • Hands on technical experience with the Workiva platform, other SaaS and cloud technologies.
  • Familiarity with data architecture schemas preferred
  • Management experience or elevated individual contributor skills at a services company or public accounting firm preferred

  • Excellent verbal, written and interpersonal communication skills
  • Ability to present topics clearly and succinctly
  • Self-motivated with strong propensity for action, results and continuous improvement
  • Capable of developing, training, and mentoring others within the organization.
  • Ability to influence and drive change in business processes
  • A leader with intellectual curiosity to positively impact the organization through their ability to delegate, leverage and develop talent.
  • Enhanced technology knowledge of the Microsoft Office suite and Google Workspace applications. Familiarity with any of the following: SQL, JSON, REST, or Python is a plus
  • Demonstrated ability to curate and maintain customer-first relationships


Read More Here.


Posted on

December 2, 2022