Council Advisors - Client Finance & Commercial Operations Manager

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

Client Finance & Commercial Operations Manager

New York, NY

TMG (The Miles Group) – one of Council Advisors’ operating businesses – is a leadership advisory firm serving some of the world’s most prestigious companies through executive coaching, succession, executive assessment, board advisory, and strategic leadership offsites. The Client Finance & Commercial Operations Manager leads contracting, billing, and collections for TMG – coordinating among clients, business development, project teams, legal and finance.

This is a client-facing role and TMG’s operational contact for client procurement, finance, and accounts payable teams. It represents the TMG brand and builds relationships that keep each engagement on track from initial proposal through the contracting process to payment.

The role reports to the Head of Finance and works directly with the General Counsel and TMG’s Managing Directors. It will also shape how contracting and client operations work as Council Advisors’ scales.

Key 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.

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 (or a similar CRM) and Excel, and experience partnering with Finance on billing, purchase orders, or revenue recognition.
• Hands‑on experience running a contract management system.
• Bachelor’s degree or equivalent experience.
• Any of the following is a plus: experience selecting or implementing a contracting management system, Certinia (formerly FinancialForce) PSA, Concur or a comparable expense platform, or a paralegal certificate.

Critical Skills

• Strong and consistent work ethic with a commitment to timely execution and focus on details.
• Relationship‑oriented, with the presence to earn the trust of senior client contacts and internal leaders.
• Sees how contracting, project setup, billing, and collections connect, and surface issues before they escape.
• Good judgment about what to handle and what to escape, including recognizing when an issue is a legal question.
• Organized and precise across multiple clients and competing deadlines.
• Clear writer and proactive communicator who resolves problems early.

About Council Advisors

Council Advisors is the trusted partner for C‑Suite leaders of high‑performing companies – driving results where it matters most.

At Council Advisors, we partner with CEOs and their teams to tackle their most critical challenges, backed by over 20 years of experience advising top leaders across corporations, investment firms, and non‑profits. Through our expert practices – TMG, SSA & Co., and High Lantern Group – we help C‑Suite leaders turn strategic priorities into winning strategies.

Council Advisors provides a reasonable salary range for our open requisitions. Actual salary is influenced by a wide array of factors including but not limited to skill set, experience, training, education, and other business and organizational needs. The range of starting annual salary for this role is $120,000-$140,000. Decisions will be determined on a case‑by‑case basis.

Salary is one component of Council Advisor’s total rewards package, which includes a discretionary performance bonus, 401(k) with company contribution, generous paid time off, benefits, and wellness program.

Council Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.