Client Finance & Contracts Lead - Billing & Ops

Council Advisors; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) with company contribution

Generous paid time off

Benefits and wellness program

Job summary

Council Advisors seeks a Client Finance & Commercial Operations Manager in New York, NY, to lead contracting, billing, and collections for TMG – coordinating among clients, business development, project teams, legal, and finance.

The role is client-facing and acts as the operational contact for procurement and accounts payable. Reports to Head of Finance and collaborates with General Counsel and Managing Directors to shape contracting and client operations as the firm scales.

Qualifications

• 5–8 years in client finance, commercial operations, contract management, or professional services operations.
• Experience drafting and coordinating engagement letters and other commercial agreements.
• Working knowledge of Salesforce and Excel, and experience partnering with Finance on billing, purchase orders, or revenue recognition.

Responsibilities

• Own the process from won opportunity to executed contract and project setup, confirming client and commercial requirements before work begins.
• Draft and coordinate engagement letters, MSAs, SOWs, amendments, and NDAs with TMG’s Managing Directors and the General Counsel, ensuring each contract accurately reflects scope, fees, timing, billing terms, and expenses.
• Manage client procurement requirements, including purchase orders, vendor registration, billing portals, and invoicing instructions.
• Oversight of consultant expenses, including approvals, receipt collection, etc. to drive efficiency.
• Establish new clients and projects in Salesforce to match executed agreements.
• Maintain the contract management system as the system of record for client agreements, key dates, renewals, and amendments.
• Partner with Finance and project teams to deliver accurate, on-time invoices and resolve client billing questions timely.
• Build consistent, repeatable processes across contracting, project setup, billing, and collections.

Skills

Client finance

Contract management

Salesforce

Excel

Billing

Client relations

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Excel

Job description

Council Advisors seeks a Client Finance & Commercial Operations Manager in New York, NY, to lead contracting, billing, and collections for TMG – coordinating among clients, business development, project teams, legal, and finance.

The role is client-facing and acts as the operational contact for procurement and accounts payable. Reports to Head of Finance and collaborates with General Counsel and Managing Directors to shape contracting and client operations as the firm scales.