Practice Client Manager

Insite Finance; Coventry; On-site; GBP 32,000 - 46,000; Full time

Job summary

Insite Finance is seeking a confident Practice Client Manager in Coventry to oversee key client relationships across SME portfolios. This is not a technical accounting role; the focus is client liaison, quarterly meetings and advisory conversations to ensure owners feel properly supported.

You'll be the main point of contact for SME owners, coordinating meetings, following up actions and liaising with colleagues to keep work moving.

Qualifications

• Client-facing experience within accountancy, advisory or professional services.
• Confident speaking with business owners and senior contacts.
• Strong organisation and follow-up skills.
• Commercial awareness and an interest in SMEs.
• Personable, calm and credible communication style.

Responsibilities

• Manage relationships with SME business owners.
• Lead or support quarterly client meetings.
• Act as the day-to-day contact for client queries.
• Follow up actions after meetings.
• Liaise internally to keep work moving.
• Spot clients needing extra support.
• Keep communication clear, organised and professional.

Skills

Client liaison

Relationship management

Organisational skills

Communication

Commercial awareness

SME knowledge

Job description

A growing professional services firm is looking for a confident Practice Client Manager to manage key client relationships across a portfolio of SME businesses.

This is not a technical accounting role. The focus is client liaison, quarterly meetings, advisory conversations and making sure business owners feel properly supported. Humanity survives another day without pretending everyone wants to reconcile ledgers for fun.

You'll be joining a well-established firm in the accountancy sector, supporting SMEs typically turning over £1m to £15m.

The role

As Practice Client Manager, you'll be the main point of contact for clients, helping them stay on track, coordinating meetings and ensuring actions are followed up properly.

Based in Coventry, this would suit someone from practice, professional services or SME advisory who enjoys building trusted relationships.

What you'll be doing

• Managing relationships with SME business owners
• Leading or supporting quarterly client meetings
• Acting as the day-to-day contact for client queries
• Following up actions after meetings
• Liaising internally to keep work moving
• Spotting where clients may need extra support
• Keeping communication clear, organised and professional

What we're looking for

• Client-facing experience within accountancy, advisory or professional services
• Confidence speaking with business owners and senior contacts
• Strong organisation and follow‑up skills
• Commercial awareness and an interest in SMEs
• A personable, calm and credible communication style

What's on offer

• A relationship‑led role with regular SME contact
• Genuine autonomy and long‑term progression
• A stable opportunity within the accountancy sector
• A consultative role based in Coventry

This Practice Client Managerrole is ideal for someone who enjoys client relationships, commercial conversations and practical advice without needing to sit in a purely technical accounting position.