Senior Manager, Client Delivery

BOAST Corp; Montreal (administrative region); On-site; CAD 130,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health and dental

RRSP matching

Three weeks of paid vacation

Ownership of meaningful work

Startup environment

Job summary

Boast is seeking a Senior Manager, Client Delivery to lead a team delivering high-quality R&D tax credit claims across Canada and the U.S. You will oversee client relationships, strategy, and delivery profitability, while coaching staff and managing resources.

This senior, highly visible role requires strategic thinking, strong collaboration with Product, Sales, Finance, and senior leadership, and the ability to influence outcomes in a fast-moving, product-driven company.

Qualifications

• 7+ years of practitioner experience with R&D tax credits or government incentives.
• 4+ years of experience in STEM industries.
• 4+ years of management experience in tax credits, grant funding, or similar advisory.
• Strong track record delivering complex client portfolios.

Responsibilities

• Lead, coach, and develop a team of Client Delivery professionals.
• Manage a portfolio of client accounts with ownership of claim delivery and profitability.
• Allocate resources across engagements, balancing capacity and client priorities.
• Guide annual claim strategy and identify opportunities for added value.
• Oversee planning and delivery of complex claims with quality and timeliness.
• Lead clients and teams through audits and government reviews.
• Build trusted relationships through proactive communication and workshops.
• Collaborate with Product to improve the Boast platform and processes.
• Partner with Sales on strategy, RFP responses, and business development.
• Mentor future leaders and drive cross-functional initiatives.

Skills

Team leadership

Client advisory

R&D tax credit

Portfolio management

Audits & government reviews

Cross-functional collaboration

French & English fluency

Tools

JIRA

Asana

GitHub

ClickUp

Linear

Notion

Oracle NetSuite

Ceridian/Wagepoint

Job description

Salary Range: $130,000.00 To $150,000.00 Annually

Senior Manager, Client Delivery

About Boast

Boast is redefining how companies unlock R&D funding, turning a complex, manual, and audit-prone process into a streamlined, scalable engine for growth. By combining deep technical and R&D tax expertise with purpose-built AI, Boast helps companies across Canada and the U.S. unlock critical funding with confidence so they can focus on building and growing. Since 2011, Boast has helped thousands of businesses access over $600 million in innovation capital.

At Boast, you have the opportunity to do meaningful, high-impact work without operating in a rigid structure. You are trusted to take ownership, work directly with interesting clients, and contribute to how solutions are built and delivered. Problems are complex, the work is collaborative, and the pace is fast, which creates an environment where you can expand beyond a single specialty, build real judgment, and see the direct impact of your work. For those who want responsibility, visibility, and the ability to influence outcomes, let's talk!

About the Role

As a Senior Manager, Client Delivery, you’ll lead a team of technical professionals responsible for delivering high-quality R&D tax credit claims for companies across Canada and the U.S. You’ll combine people leadership, strategic client advisory, and operational oversight to ensure your team and portfolio consistently deliver strong outcomes.

This is a senior, highly visible role with meaningful ownership across team performance, client relationships, claim quality, revenue, renewals, and portfolio profitability. You’ll help clients navigate complex claim strategies and audits while coaching your team, allocating resources, resolving delivery challenges, and creating an environment where people can do their best work.

You’ll also help shape how Boast’s Client Delivery function grows. Working closely with Product, Sales, Pre-Sales, Finance, and senior leadership, you’ll identify opportunities to strengthen delivery processes, improve the Boast platform, expand client value, and scale a more effective technology-enabled service.

This role is ideal for an experienced R&D tax credit leader who enjoys balancing people, clients, commercial priorities, complex delivery work, and wants the opportunity to influence both immediate results and the future of the function.

Location: Hybrid role, ideally based in Montreal, with regular in-person collaboration approximately once per week Language: Professional fluency in French and English is required .

Key Responsibilities

Lead, coach, and develop a team of technical Client Delivery professionals, supporting hiring and onboarding, setting clear expectations, and providing timely, actionable feedback that strengthens performance, growth, and career development.

Manage a portfolio of client accounts with ownership of successful claim delivery, client satisfaction, engagement, revenue, renewals, collections support, profitability, and long-term account health.

Allocate team resources across concurrent engagements, balancing capacity, expertise, timelines, budgets, delivery risks, and client priorities

Act as a trusted advisor to clients by guiding annual claim strategy, developing effective work plans, and identifying opportunities to create additional value through relevant credits and incentive programs

Oversee the planning and delivery of complex claims, ensuring technical and financial work meets Boast’s quality standards and produces accurate, timely, and defensible outcomes

Lead clients and delivery teams through audits and government reviews, including defence strategy, documentation preparation, government communications, and interview support

Conduct quality reviews, identify trends or areas of concern, and use those insights to improve team performance, documentation practices, and delivery consistency

Serve as a subject-matter leader for one or more service lines, staying current on government policies, program requirements, industry developments, and evolving client needs

Build trusted client relationships through proactive communication, strong business judgment, effective workshop facilitation, and confidence navigating challenging conversations

Champion continuous improvement and adoption of the Boast platform, working with Product to translate client and team feedback into stronger processes, efficiencies, and product capabilities

Partner with Sales and Pre-Sales on claim strategy, opportunity assessment, estimates, product demonstrations, RFP responses, and other business-development activities

Contribute to the continued growth of the Client Delivery function by developing internal capabilities, mentoring future leaders, and helping implement cross-functional initiatives

What You Bring

Professional fluency in French and English is required

7+ years of practitioner experience with deep domain knowledge in one or more R&D tax credit or government incentive programs

4+ years of experience working within STEM industries

4+ years of management experience in tax credits, grant funding, government incentives, or a similar client advisory environment

Demonstrated experience leading and developing teams, managing performance, and creating clear development opportunities for others

A strong track record of managing complex client portfolios and delivering concurrent claims successfully

Experience representing and supporting clients through audits or government reviews, with strong knowledge of claim strategy, compliance, documentation, and delivery risk

Strong commercial judgment, including experience supporting client growth, renewals, account health, profitability, or business development

Exceptional communication, presentation, and relationship-management skills, including the ability to lead workshops and communicate complex information to technical teams, executives, and other stakeholders

Familiarity with project management tools such as JIRA, Asana, GitHub, ClickUp, Linear, or Notion; accounting systems such as QuickBooks, FreshBooks, or Oracle NetSuite; and payroll systems such as Ceridian or Wagepoint

The organizational judgment and resilience needed to manage competing priorities, resolve complex problems, and meet multiple deadlines in a fast-moving environment

A collaborative, improvement-oriented approach and the ability to lead or contribute as the situation requires

Ability to travel occasionally for client meetings, conferences, or team collaboration

• Comprehensive health and dental benefits package
• RRSP matching program
• Three weeks of paid vacation per year
• Opportunity to take ownership of meaningful work and directly influence outcomes in a growing, product-driven company
• Work alongside a team focused on solving complex, high-impact problems in a fast-moving, start-up environment