Senior Client Success Manager

Air Accounting; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Annual overseas retreat

Annual overseas summit

Sydney CBD office

Team events

Leadership exposure

Air Check-In program

Job summary

Air Accounting is seeking an experienced senior relationship lead to manage a portfolio of business owners, coordinating between accounting, tax, bookkeeping and CFO teams to deliver value. You will nurture client partnerships, identify opportunities early, lead Year End Planning, and ensure timely sign-off while maintaining a seamless client experience.

Based in Australia, you will work with local and offshore teams, drive proactive advisory, and help clients grow while Air continues to invest

Qualifications

• 6+ years of experience within an accounting firm, ideally across business services, advisory or a client-facing accounting role.
• Excellent verbal and written communication skills.
• Ability to independently establish and maintain relationships with clients and internal stakeholders.

Responsibilities

• Builds strong relationships with business owners and leads proactive conversations about their business.
• Identifies issues and opportunities early, connecting clients to Air's accounting, tax, bookkeeping and CFO teams.
• Leads changes in client needs and discusses additional services and fees.
• Leads Year End Planning and Engagement Reviews with portfolio meetings and client sign-off.
• Owns the client experience from induction, coordinating with Operations for a seamless service.
• Uses Air's systems to move commitments forward and reduce admin.
• Maintains portfolio oversight and delegates tasks within teams.
• Supports Sales in conversations with prospective clients and in events and partnerships.

Skills

Verbal communication

Written communication

Relationship management

Autonomous work style

Education

Chartered Accountant (CA) or equivalent

Tools

Xero

Job description

This role is designed for an experienced accountant who enjoys the commercial and relationship side of the job more than being buried in technical detail. You'll be the senior relationship lead for a portfolio of business owners, bringing together Air's accounting, tax, bookkeeping and CFO teams to make sure clients get the right outcome.

Experience working with hospitality and eCommerce businesses is a plus, but not required for this role.

Your job is to make sure our clients know someone genuinely understand their business, is looking around corners for them, and is making sure they’re getting the full value of their relationship with Air.

What will your day look like?

• Building strong relationships with business owners, understanding their priorities and leading proactive conversations about their business.
• Identifying issues and opportunities early, and connecting clients with Air’s accounting, tax, bookkeeping and CFO specialists to help them get the right outcome.
• Recognising changes in clients’ needs, scope or complexity, and confidently leading conversations about additional support and fees.
• Leading the annual Year End Planning and Engagement Review processes for your portfolio, including chairing meetings and ensuring timely client sign-off.
• Owning the client experience from induction onwards, working closely with our Operations team to ensure a seamless experience.
• Using Air’s established systems and workflows to keep commitments moving, reduce manual administration and create more time for meaningful client conversations.
• Maintaining clear oversight of your portfolio, delegating effectively and ensuring clients and internal teams know what needs to happen next.
• Supporting the Sales team in prospective-client conversations and contributing to events, partnerships and community initiatives.

What you will need to succeed?

• 6+ years of experience within an accounting firm, ideally across business services, advisory or a client-facing accounting role.
• Chartered Accountants (or equivalent) qualification
• Have full working rights in Australia
• High confidence using Xero accounting software
• Excellent verbal and written communication skills
• Comfortable working autonomously while maintaining speed, accuracy and accountability
• Ability to independently establish and maintain effective working relationships with clients and internal stakeholders
• Comfortable communicating with clients and team members both on and offshore
• Strong organisation skills with the ability to delegate tasks and prioritise workload accordingly
• High attention to detail and demonstrated evidence of the ability to adhere to deadlines

Who are we?

Air Accounting is an award-winning, future-focused firm supporting some of Australia’s fastest-growing businesses.

We have, and continue to, invest heavily in AI, proprietary technology and modern operating systems to rethink how accounting work is delivered. This reduces manual administration and creates for time for our team to focus on clients, commercial thinking and higher-value work.

We were recognised as:

Xero Accounting Partner of the Year

Boutique Firm of the Year – Australian Accounting Awards

Top 10 Great Places to Work

One of Australia’s fastest-growing companies

With 70+ ★★★★★ Google reviews, our clients consistently praise the quality of our work and the strength of their relationships.

We manage the entire accounting function for many of our clients — bookkeeping, compliance, CFO services and advisory — using best-in-class cloud technology and integrated solutions.

Our Culture

We hire and promote based on behaviours — not buzzwords. Our culture deck outlines the traits we value most in our team, and these guide how we work every day.

We look for people who:

• Put culture first by valuing diverse perspectives, showing respect, and recognising great work
• Act client-first, thinking long-term and advocating for what’s right
• Demonstrate collaborative DNA, communicating clearly and succeeding as a team
• Embrace tech-driven thinking, using smart tools and improving processes
• Champion continuous improvement, welcoming feedback and challenging assumptions

If you naturally lean into curiosity, accountability and high performance, you’ll thrive here.

• Annual overseas company Retreat in September
• Annual overseas company Summit in March
• Centrally located in a beautiful office at 200 George Street, Sydney CBD
• Regular team connect events
• Working closely with the leadership team
• Exposure to fast-growing businesses
• Structured development through our ‘Air Check-In’ program
• A high-performing, supportive team environment