Client Lead (Account Manager)

Pomona College; Tulsa (OK); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Veritas Management Group is seeking a Client Lead (Account Manager) to own day-to-day client relationships, ensure timely delivery, and serve as the main liaison between clients and our delivery team.

You will manage onboarding, track close dates and deliverables, flag risks, and document procedures. Tulsa-area candidates preferred, with strong English and accounting familiarity.

Qualifications

• 4+ years client-facing in accounting, CAS, fractional CFO, or professional services.
• Ability to read financial packages and discuss close calendars with business owners.
• Organized with calendars, trackers and follow-up systems; nothing falls through.
• Excellent written and spoken English; professional, clear communication.
• Willingness to meet clients face-to-face regularly in the Tulsa area.

Responsibilities

• Own day-to-day communication for a portfolio of clients; same-day acknowledgment and two-day answers.
• Run onboarding on a 30-day system: kickoff, access collection, expectations, CFO meeting scheduling.
• Manage the delivery calendar: close dates, financial packages, meeting cadence; flag risks the same day.
• Spot expansion and referral opportunities; tee them up, though you don’t close them.

Skills

Client relationship management

Finance understanding

Account management

English communication

Calm under pressure

Tulsa proximity

Job description

Client Lead (Account Manager) — Veritas Management Group

THE ROLE:

Today, every client relationship runs through the CFO. That doesn't scale, and fixing it is your job. You become the day-to-day owner of our client relationships: the person clients call first, the one who makes sure every deliverable lands on the date we committed, and the one who catches a problem while it's still small. The CFO stays in the room for CFO-level work — strategy, the numbers conversations, the bank — and you own everything else about the relationship.

This is not a customer support seat and it's not a sales seat. It's closer to an engagement manager at an accounting or professional services firm: you sit between a portfolio of business owners and our delivery team, and you're accountable for both sides staying happy. What you'll do: Own day-to-day communication for a portfolio of clients: same-day acknowledgment, two-day answers, and bad news delivered within one day of us knowing it.

These SLAs are written policy here, not aspirations. Run new client onboarding on our 30-day system — kickoff, access collection, expectations, and the first CFO meeting scheduled inside 30 days — coordinating our accounting team so nothing stalls.

WHAT YOU'LL DO:

Own the delivery calendar: every client's close date, financial package, and meeting cadence, tracked and hit. When a date is at risk, you elevate the same day — not after it slips.

Prepare and run monthly/quarterly client check-ins; bring the CFO in when it's a CFO conversation. Spot expansion and referral opportunities inside the portfolio and tee them up — you don't close them, but you see them first.

Watch the health of every account — responsiveness, satisfaction, scope creep, payment behavior — and flag risk before it becomes churn.

Document what you do. Every recurring motion becomes a written procedure.

How we work, and why it matters

1. Fixed availability. US Central business hours, reachable when you say you're on.
2. Every status update ends with a RISK line. "RISK: none" or "RISK: the Nelson close may slip two days — client hasn't sent bank access." Every time.
3. Anything that changes a deliverable, a date, or the meaning of a number goes to the CFO the same day, in its own email. If you're not sure whether it qualifies, it qualifies.
4. Clients hear from us before they have to ask. If a client is chasing us for status, that's a miss — yours.

If those rules sound like relief rather than pressure, you'll like it here.

What you bring

• 4+ years client-facing in accounting, CAS, fractional CFO, or professional services — engagement manager, account manager, senior client success, or practice management. You've owned a portfolio of business relationships before, with revenue on the line.
• You speak finance. You don't need to build the financial package, but you need to read one, explain what the close calendar is, and hold a credible conversation with a business owner about their numbers. Accounting firm experience is a strong plus.
• Organized to a fault: you run calendars, trackers, and follow-up systems without being reminded, and things you own do not fall through cracks.
• Excellent written and spoken English. Most of what clients see from us is written, and it has to be clear, direct, and professional.
• Comfortable being the bearer of both good and bad news to business owners, in person and in writing.
• Tulsa-area candidates: willingness to meet clients face-to-face regularly.

What you get

• Direct work with the founder; no layers between you and the decisions.
• A portfolio of real operating businesses — owners who take your calls and know your name.
• Clear scope, written standards, and a say in how the procedures get written.
• A seat that grows: as we add delivery pods, the first Client Lead becomes the person who trains the next ones.