Design Firm Client Manager | Remote Bookkeeping Lead

Logistis for Designers; Austin (TX); Remote; USD 70,000 - 100,000; Full time

Job summary

Logistis for Designers, a fully remote bookkeeping firm serving interior designers, seeks a Senior Client Manager to own client relationships and oversee a bookkeeping team. You will lead monthly calls translating financials into plain language and ensure work is accurate, timely, and well-documented before client meetings.

You will onboard new clients, clean up books, and teach best practices across Studio Designer, Houzz Pro, Programa and QuickBooks Online, coordinating with CPAs and software

Responsibilities

• Serve as the main point of contact for assigned clients by email, phone and Zoom.
• Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability.
• Help designers understand gross profit margin, markups and net income, and recommend changes when margins are low.
• Answer workflow and best‑practice questions about Studio Designer, Houzz Pro, Programa and QuickBooks Online.
• Coordinate with clients' outside CPAs, payroll providers and software reps as needed.
• Take initiative and communicate proactively rather than hiding behind email.
• Lead onboarding calls and guide clients through onboarding checklist.
• Secure access to QuickBooks, banks, payroll and sales tax accounts, and design‑platform integrations.
• Run cleanup assessments including QuickBooks and design‑platform audits, and scope catch‑up work.
• Oversee mapping and setup of the design platform to QuickBooks, including sync start dates and the standard chart of accounts.
• Do and oversee hands‑on books cleanup: reconciling accounts, fixing duplicated or miscategorized transactions, writing adjusting journal entries.
• Teach designers best practices for their workflows in Studio Designer, Houzz Pro, Programa and QuickBooks, via training calls and guides.
• Train and coach bookkeepers on cleanup, design‑platform workflows and firm standards.
• Manage a team of bookkeepers, including regular one‑on‑one and monthly check‑ins.
• Make sure the team prepares call‑prep reports and financials before each client meeting.
• Do the final review of financial statements before they go to clients.
• Monitor Karbon for past‑due work, unanswered client emails.

Skills

Client relationships

Advisory

Team leadership

Onboarding

Process improvement

Communication

Financial review

Tools

Studio Designer

Houzz Pro

Programa

QuickBooks Online

Job description

Logistis for Designers, a fully remote bookkeeping firm serving interior designers, seeks a Senior Client Manager to own client relationships and oversee a bookkeeping team. You will lead monthly calls translating financials into plain language and ensure work is accurate, timely, and well-documented before client meetings.

You will onboard new clients, clean up books, and teach best practices across Studio Designer, Houzz Pro, Programa and QuickBooks Online, coordinating with CPAs and software