Senior Client Manager - Finance & Accounting

1. Ensures and execute the KPI’s (contractual terms) with all clients.
2. Demonstrate a solid knowledge of business process outsourcing (BPO) services specifically within the outsourced accounting and finance solutions market. Articulate company value proposition to clients and prospects using a consultative sales approach; have the ability to complete the sales cycle from start to finish with minimal support to the C-Suite level of an organization.
3. Experience calling on and working with C-Suite level in automotive or retail verticals to sell our outsourced accounting and finance services.
4. Understanding of sales funnels, pipeline, TCV, ACV and the proposal and sales process
5. Coordinate and lead needs analysis and scoping initiatives with the customer.
6. Leverage support organization as needed to create value-based solution offering (value-based pricing and scope).
7. Own and present formal proposals and lead negotiations with the prospect. Coordinate complex decision-making/lead negotiations processes and overcome objections to closure.
8. Be responsive to customer needs and follow through on all aspects of customer requests, both written and verbal in a timely manner.
1. Works with internal Finance team to ensure clients are appropriately billed and collected.

1. Responsible for achieving the Division Run the Business (RTB) P&L and demonstrate budgeted margin for all clients within the vertical or actionable plans to achieve desired profitability.
2. Performs monthly projections with leadership team.
3. Responsible for revenue and SARG target being achieved and proactively drives revenue maximization through the clients. Monitors and tracks SARG opportunities presented and ensure that all clients are contacted. Advises Executive Vice President - MUC when circumstances jeopardize achievement of the revenue and SARG targets.

1. Communicates customer service standards to management team and staff, and conducts necessary training to ensure that it is fully understood at all levels of the organization.
2. Ensures achievement of client surveys of >95% satisfaction.
3. Achieves controllable client retention of 97% annually.
4. Monitors complaints to head off potential client issues and proactively alerts Executive Vice President - MUC to initiate recovery actions on top priority.
5. Performs gap analysis to identify areas where our performance does not meet our standard, and establishes action plan by month to eliminate gaps.
6. Recommends product/service enhancements to add value to our offerings.

1. Establishes and executes ongoing client communication plan to ensure we are communicating with our client and meeting their business needs.
2. Prepares and present monthly scorecard with CEO, COO and Executive Vice President - MUC to review all client KPI’s, client service issues, financials, pipeline and transitions.

1. Individually contribute to sales growth of division (account management-SARG).
2. Contribute to growth of vertical business and perform role as Subject Matter Expert, as applicable, during sales process or leverage others as needed.
3. Responsible for the contract terms, scope, price and approval.

1. Assess/limits risk exposure to ContinuServe
2. Represents ContinuServe to industry organizations
3. Other duties as requested

1. Frequently serves as a representative of ContinuServe to various organizations within the industry and broader community, displaying courtesy, tact, consideration, and discretion in all interactions.
2. Continually serves as a representative of ContinuServe to the clients, displaying courtesy, tact, consideration, and discretion in all interactions.
3. Frequently negotiates contracts, answers questions from accounting staff, and interacts with division corporate staff.

• 7+ years of experience in automotive, retail, or business services environments, with exposure to an international outsourcing or shared services accounting environment
• Strong domain expertise in Financial Reporting, Accounts Payable, Accounts Receivable, Reconciliations, and Payroll, with a thorough understanding of US GAAP in an automated environment
• Proven experience in operations and project management, including client transitions and onboarding
• Demonstrated financial and commercial acumen, with the ability to identify and address revenue and cost drivers
• Excellent client relationship management skills, with the ability to manage multiple clients and navigate escalations effectively
• Ability to analyze business challenges and deliver tailored, value-driven solutions
• Strong leadership capability, including team building, coaching, delegation, and accountability
• Excellent communication, presentation, and negotiation skills
• Strong work ethic and flexibility to work varied hours as needed
• Willingness to travel up to 25%

• Bachelor’s degree in Accounting, Finance, or Business
• 7+ years of experience in senior leadership roles within key account management or client service management
• Proven track record managing client portfolios with $1M+ annual revenue responsibility
• Experience working within global delivery or outsourcing environments
• Demonstrated experience leading large, diverse, high-performing teams

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