Senior Manager, Client Delivery (Montreal)

Insight Global; Toronto; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading staffing and consulting firm in Toronto is seeking a Senior Manager – Client Delivery to lead a high-performing team. This role involves managing client portfolios, guiding them on tax credit opportunities, and driving strategic growth. The ideal candidate will have over 8 years of experience in R&D tax credits with strong leadership and technical skills. Offering robust professional growth opportunities and a commitment to diversity in the workplace.

Qualifications

• 8+ years experience in R&D tax credits or government incentives is necessary.
• Strong background in STEM with understanding of technical concepts is essential.
• Experience managing teams and delivering client-focused solutions is a must.

Responsibilities

• Manage a diverse client portfolio, focusing on revenue and engagement.
• Provide strategic guidance on R&D tax credit opportunities.
• Lead initiatives to drive excellence in service delivery.

Skills

R&D tax credit programs

Leadership and team management

Technical concepts and innovation processes

Persuasive communication

Project management

Tools

Accounting systems

Payroll systems

Job description

Overview

Insight Global is looking for a Senior Manager – Client Delivery, you'll lead a high-performing team to deliver exceptional client experiences and drive strategic growth. This role is ideal for a results-oriented leader with a passion for innovation, operational excellence, and client success. The Senior Manager will own and grow a portfolio of innovative clients, ensuring their success and maximizing claim outcomes. They will work closely with Sales, Product, and other teams to enhance service delivery and drive business growth.

Responsibilities

• Manage a diverse client portfolio, overseeing revenue, engagement, renewals, and successful claim delivery.
• Allocate and coordinate team resources to ensure timely and high-quality project execution.
• Provide strategic guidance to clients on R&D tax credit opportunities and claim planning.
• Lead service line initiatives, driving excellence and innovation in delivery practices.
• Monitor project profitability, resource utilization, and timelines to optimize outcomes.
• Advocate for clients during audits, developing defense strategies and overseeing communications.
• Conduct quality control reviews, identifying trends and areas for improvement.
• Support finance in collections, managing outstanding accounts and client communications.
• Coach and mentor team members, fostering professional growth and high performance.
• Collaborate with Sales and Pre-Sales on business development initiatives.
• Partner with Product Management to relay client feedback and suggest platform enhancements.
• Promote adoption of the internal platform and new features, providing feedback for continuous improvement.
• Develop and execute a Professional Development Plan to support personal and team growth.

Skills and Requirements

• 8 years minimum experience working in R&D tax credit programs, government incentives, or related domains.
• Strong background in the STEM industry, with a solid understanding of technical concepts and innovation processes.
• Proven leadership in managing teams and delivering client-focused solutions in tax credits, grant funding, or similar areas.
• Proven track record in successful claim delivery and client management.
• Strong persuasive and influential communication skills.
• Familiarity with project management, accounting, and payroll systems.
• Experience representing clients during audits with successful outcomes.
• Ability to manage multiple deadlines and prioritize tasks effectively.
• Willingness to travel to client offices and conferences.
• Proficiency in English and French; Big 4 experience.
• Big 6 accounting experience.
• Additional languages such as Spanish or Mandarin are a plus.

Equal Opportunity and Privacy

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail].

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