Senior Client Success Manager

Jobtailor; Mumbai; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Jobtailor in Mumbai seeks an experienced accounting leader to manage client relationships and oversee private equity fund accounting delivery. You will review GAAP-based financials, SBA reporting, capital calls, and waterfall calculations while guiding a high-performing team across managers and associates.

The role requires 8+ years in private equity fund accounting, strong communication, and the ability to work US shift.

Qualifications

• Bachelor's degree in Accounting or related field required.
• CPA preferred.
• 8+ years of experience in private equity, partnership, or fund accounting.
• Demonstrated experience managing client relationships and leading service delivery teams.
• Strong knowledge of U.S. GAAP and private fund structures.
• Experience with SBA-regulated funds preferred.
• Proven ability to lead, develop, and motivate high-performing teams.
• Strong project management, organizational, and problem-solving skills.
• Excellent verbal, written, and executive-level communication skills.
• Advanced Microsoft Excel skills, including complex formulas, financial modeling techniques, and data analysis tools.
• Ability to work the US shift.

Responsibilities

• Manage multiple client relationships and serve as the primary escalation point for service-related matters.
• Ensure timely, accurate, and high-quality delivery of client deliverables.
• Coordinate with internal stakeholders to resolve complex client issues and deliver comprehensive solutions.
• Review financial statements and supporting schedules prepared under U.S. GAAP.
• Review SBA compliance reporting, including SBA Form 468 and related filings.
• Review capital call and distribution calculations and investor communications.
• Review partnership allocations, waterfall calculations, and partner capital account statements.
• Provide technical guidance on complex accounting, reporting, and client matters.
• Lead, mentor, and develop managers, senior associates, and associates.
• Conduct performance reviews and support career development planning.
• Promote accountability, collaboration, and client service excellence.
• Assist with recruiting, onboarding, and retention initiatives.
• Manage team capacity and resource planning.
• Drive process improvements and standardization initiatives.
• Identify service delivery risks and implement appropriate controls.
• Support strategic projects, system enhancements, and organizational initiatives.

Skills

U.S. GAAP Knowledge

Private Equity Accounting

Client Relationship Management

Team Leadership

Advanced Excel Skills

Education

Bachelor's degree in Accounting

CPA (preferred)

Tools

Microsoft Excel

Job description

• Manage multiple client relationships and serve as the primary escalation point for service-related matters
• Ensure timely, accurate, and high-quality delivery of client deliverables
• Coordinate with internal stakeholders to resolve complex client issues and deliver comprehensive solutions
• Review financial statements and supporting schedules prepared under U.S. GAAP
• Review SBA compliance reporting, including SBA Form 468 and related filings
• Review capital call and distribution calculations and investor communications
• Review partnership allocations, waterfall calculations, and partner capital account statements
• Provide technical guidance on complex accounting, reporting, and client matters
• Lead, mentor, and develop managers, senior associates, and associates
• Conduct performance reviews and support career development planning
• Promote accountability, collaboration, and client service excellence
• Assist with recruiting, onboarding, and retention initiatives
• Manage team capacity and resource planning
• Drive process improvements and standardization initiatives
• Identify service delivery risks and implement appropriate controls
• Support strategic projects, system enhancements, and organizational initiatives

Requirements

• Bachelor's degree in Accounting or related field required
• CPA preferred
• 8+ years of experience in private equity, partnership, or fund accounting
• Demonstrated experience managing client relationships and leading service delivery teams
• Strong knowledge of U.S. GAAP and private fund structures
• Experience with SBA-regulated funds preferred
• Proven ability to lead, develop, and motivate high-performing teams
• Strong project management, organizational, and problem-solving skills
• Excellent verbal, written, and executive-level communication skills
• Advanced Microsoft Excel skills, including complex formulas, financial modeling techniques, and data analysis tools
• Ability to work the US shift

Core Competencies

Demonstrates expertise in U.S. GAAP, private equity, and fund accounting while effectively managing client relationships and leading high-performing teams. Proven ability to drive process improvements and deliver high-quality client service.

Highest-signal resume keywords

• U.S. GAAP Knowledge
• Private Equity Accounting
• Client Relationship Management
• Team Leadership
• Advanced Microsoft Excel Skills

ATS Optimization Keywords

Hard Skills

• Financial Statement Review
• SBA Compliance Reporting
• Capital Call Calculations
• Waterfall Calculations
• Technical Accounting Guidance
• Performance Review Conducting
• Process Improvement
• Data Analysis
• Financial Modeling
• Resource Planning

Soft Skills

• Problem-Solving
• Organizational Skills
• Communication Skills
• Mentoring
• Collaboration

Certifications & Qualifications

• CPA

Industry Keywords

• Private Equity
• Partnership Accounting
• Fund Accounting
• SBA-Regulated Funds
• Client Service Excellence