Senior Account Manager

Acclarity; Fort Lauderdale (FL); Remote; USD 105,000 - 160,000; Full time

Benefits offered by this job

401(k) with matching

Health insurance

Paid time off

Professional development assistance

Job summary

Acclarity is seeking a Senior Account Manager to join our Enterprise Market team. You will lead strategic client relationships, identify growth opportunities, and ensure successful delivery of accounting and advisory services. This role blends relationship management, delivery oversight, and hands-on client work as needed.

Expect to travel 20-25% to support client relationships. A bachelor’s degree in accounting, finance, or business and 7+ years of related experience are required; CPA or

Qualifications

• Bachelor's degree in Accounting, Finance, Business or a related field.
• 7+ years of experience in accounting, finance, risk advisory, financial consulting or related professional services.
• Demonstrated experience managing and growing strategic client relationships, including account planning, renewals, and expansion opportunities.
• Experience collaborating with cross functional teams to deliver complex client engagements.
• Strong executive presence and the ability to advise senior finance and operations leaders.
• CPA or equivalent professional certification preferred.
• Experience with consultative selling and account growth methodologies preferred.

Responsibilities

• Perform billable, client-facing work within the practice area of the assigned account where skills align.
• Model delivery quality for the engagement team.
• Partner with internal leadership and engagement teams to ensure successful delivery and resource alignment, supported by weekly delivery team meetings and weekly Resource Management Office (RMO) schedule updates.
• Monitor and manage account leakage to protect delivery quality and margin in support of the fiscal year plan.
• Lead quarterly internal account reviews.
• Collaborate with practices, applying continuous learning, to deliver integrated client solutions reflected in the account plan for Growth accounts.
• Manage renewals and extensions of current engagements through the engagement letter process and respond to client-requested engagements.
• Expand Growth accounts through cross selling and service expansions, partnering with subject matter experts (SMEs) on scoping and proposal development.
• Maintain accurate opportunity records to support weekly forecast calls, ensuring close and start dates align with RMO capacity planning.
• Serve as a trusted advisor across the client's stakeholder network, building strong relationships and a clear understanding of client priorities and challenges, with the goal of reaching CFO-level responsibility within the account (corporate, division or business level, as appropriate).
• Willingness to travel approximately 20-25% to support client relationships and business needs.
• Provide Practice Leaders with timely feedback on practitioner performance and delivery quality.
• Provide portfolio feedback to Practice Lead SMEs.
• Provide leadership presence on complex client challenges, positioning Acclarity for operational, programmatic and strategic engagements.
• Guide clients through technology, process and operational transformation initiatives.
• Expand relationships beyond the network identified in the account review organization chart, enabling cross selling and vertical expansion across strategic, programmatic and operations services.
• Develop annual account plans with value based roadmaps, validate them with practitioner teams, and build a pipeline of new opportunities; refresh plans at mid year.
• Conduct annual Customer Business Reviews (CBRs) with mid year execution updates.

Skills

Client relationship management

Account planning

Renewals & expansions

Cross-functional collaboration

Executive presence

Consultative selling

Strategic leadership

Education

Bachelor's degree in Accounting, Finance, Business or related field

CPA or equivalent certification preferred

Job description

About Us:

Acclarity is a premier accounting and advisory services firm providing a broad range of innovative financial and advisory solutions to businesses of all sizes. We help clients optimize financial operations, mitigate risk, and drive long-term value creation.

Position Overview

Acclarity is seeking a Senior Account Manager to join our Enterprise Market team. In this role, you will be responsible for building and expanding strategic client relationships, driving account growth, and ensuring successful delivery of our accounting and advisory services. Working closely with Practice Leaders and subject matter experts, you will identify opportunities to expand client engagements, develop strategic account plans, and serve as a trusted advisor to senior finance and operational leaders. The role combines relationship management, strategic account growth, and delivery oversight, with hands on client work as appropriate.

Key Responsibilities

Practitioner

• Perform billable, client-facing work within the practice area of the assigned account where skills align.
• Model delivery quality for the engagement team.

Delivery Management

• Partner with internal leadership and engagement teams to ensure successful delivery and resource alignment, supported by weekly delivery team meetings and weekly Resource Management Office (RMO) schedule updates.
• Monitor and manage account leakage to protect delivery quality and margin in support of the fiscal year plan.
• Lead quarterly internal account reviews.
• Collaborate with practices, applying continuous learning, to deliver integrated client solutions reflected in the account plan for Growth accounts.

Relationship Management

• Manage renewals and extensions of current engagements through the engagement letter process and respond to client-requested engagements.
• Expand Growth accounts through cross selling and service expansions, partnering with subject matter experts (SMEs) on scoping and proposal development.
• Maintain accurate opportunity records to support weekly forecast calls, ensuring close and start dates align with RMO capacity planning.
• Serve as a trusted advisor across the client's stakeholder network, building strong relationships and a clear understanding of client priorities and challenges, with the goal of reaching CFO-level responsibility within the account (corporate, division or business level, as appropriate).
• Willingness to travel approximately 20-25% to support client relationships and business needs.

Practitioner Development

• Provide Practice Leaders with timely feedback on practitioner performance and delivery quality.
• Provide portfolio feedback to Practice Lead SMEs.

Strategic Leadership & Account Management

• Provide leadership presence on complex client challenges, positioning Acclarity for operational, programmatic and strategic engagements.
• Guide clients through technology, process and operational transformation initiatives.
• Expand relationships beyond the network identified in the account review organization chart, enabling cross selling and vertical expansion across strategic, programmatic and operations services.
• Develop annual account plans with value based roadmaps, validate them with practitioner teams, and build a pipeline of new opportunities; refresh plans at mid year.
• Conduct annual Customer Business Reviews (CBRs) with mid year execution updates.

How Success Is Measured

• Realization on billable work meets plan.
• Strong renewal and extension rates and account revenue growth vs. plan.
• Client satisfaction (CSAT or NPS).
• Documented account plans and annual Customer Business Reviews for Growth accounts.

Position Requirements

• Bachelor's degree in Accounting, Finance, Business or a related field.
• 7+ years of experience in accounting, finance, risk advisory, financial consulting or related professional services.
• Demonstrated experience managing and growing strategic client relationships, including account planning, renewals, and expansion opportunities.
• Experience collaborating with cross functional teams to deliver complex client engagements.
• Strong executive presence and the ability to advise senior finance and operations leaders.
• CPA or equivalent professional certification preferred.
• Experience with consultative selling and account growth methodologies preferred.

Core Competencies

• Client Focus: Builds trusted, long term relationships and anticipates client needs.
• Commercial Acumen: Manages margin, realization and leakage, and recognizes growth opportunities.
• Cross-Functional Collaboration: Coordinates across practices to deliver integrated solutions.
• Coaching & Feedback: Gives constructive, timely feedback that develops practitioners.
• Executive Communication: Communicates clearly and credibly with senior stakeholders.
• Continuous Learning: Adapts quickly to new client environments, tools and service offerings.

What We Offer

• Full-time, remote position.
• Competitive compensation.
• Benefits including 401(k) with matching, health insurance, paid time off, and professional development assistance, based on eligibility and plan terms.
• A collaborative, supportive team environment that respects work-life balance.