Client Success Manager (Finance & Accounting Operations)

Eastvantage Business Solutions Inc.; Taguig; Hybrid; PHP 600,000 - 1,200,000; Full time

Job summary

Eastvantage Business Solutions Inc. is seeking a proactive Client Success Manager, Finance & Accounting Operations to oversee service delivery for US and Australian clients. You will be the primary bridge between clients and internal teams, ensuring operational excellence and strong stakeholder relationships.

You will lead AR, AP, GL activities, drive performance dashboards, and coordinate onboarding, transitions, and implementations while upholding regulatory and client requirements.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 5-8 years in Finance & Accounting Operations, Shared Services, BPO, or outsourcing.
• Hands-on AR/AP/GL, reporting, or related finance experience.
• Strong client management and stakeholder engagement.
• Experience managing service delivery and escalations.
• Exposure to US and/or Australian clients preferred.
• Strong analytical, problem-solving, and communication skills.
• Experience with CRM systems, reporting, and dashboards is an advantage.
• HIPAA knowledge is a plus.

Responsibilities

• Serve as the primary contact for assigned clients, building relationships and ensuring a positive client experience.
• Partner with clients and internal teams to deliver Finance & Accounting services (AR, AP, GL, reporting).
• Monitor operational performance, service levels, and key metrics to meet objectives.
• Manage client concerns and escalations with timely resolutions.
• Analyze performance data to identify efficiency, quality and service improvements.
• Support process improvement, automation, and continuous improvement initiatives.
• Coordinate client onboarding, transition, and implementation activities.
• Ensure compliance with company policies and regulatory standards.
• Collaborate with cross-functional teams to drive growth and operational excellence.
• Prepare and present performance updates and recommendations to stakeholders.

Skills

Client management

Stakeholder engagement

Analytical skills

Problem solving

Communication

Education

Bachelor's degree in Accounting/Finance/BA or related field

Tools

CRM systems

Operational reporting

Performance dashboards

Job description

About the role

We are looking for a proactive and client-oriented Client Success Manager, Finance & Accounting Operations to oversee service delivery for a portfolio of US and Australian clients. In this role, you will act as the key bridge between clients and internal teams, ensuring operational excellence, strong stakeholder relationships, and consistent achievement of service goals.

Key responsibilities

• Serve as the primary point of contact for assigned clients, building strong relationships and ensuring a positive client experience




• Partner with clients and internal teams to deliver Finance & Accounting services, including AR, AP, GL, reporting, and related functions




• Monitor operational performance, service levels, and key metrics to ensure business objectives are achieved




• Manage client concerns, operational issues, and escalations while driving timely resolutions




• Analyze performance data and identify opportunities to improve efficiency, quality, and service delivery




• Support process improvement, automation, and continuous improvement initiatives




• Coordinate client onboarding, transition, and implementation activities




• Ensure compliance with company policies, client requirements, and applicable regulatory standards




• Collaborate with cross-functional teams to drive operational excellence and business growth




• Prepare and present performance updates, insights, and recommendations to stakeholders

Must have requirements:

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.




• 5-8 years of experience in Finance & Accounting Operations, Shared Services, BPO, or outsourcing environments.




• Hands-on experience supporting AR, AP, GL, reporting, or related finance functions.




• Strong client management and stakeholder engagement skills.




• Experience managing service delivery, operational performance, and issue resolution.




• Exposure to US and/or Australian clients is preferred.




• Strong analytical, problem-solving, and communication skills.




• Experience with CRM systems, operational reporting, and performance dashboards is an advantage.




• Healthcare or HIPAA compliance knowledge is a plus.

#operationsmanager #clientservicesmanager #seniorteammanager #financeaccountingmanager #R2Rmanager #o2cmanager #sharedservicesmanager