Senior Client Success Manager – Finance & Accounting

ContinuServe, LLC.; Atlanta (GA); On-site; USD 110,000 - 140,000; Full time

Job summary

ContinuServe, LLC is seeking a Senior Client Success Manager to serve as a strategic advisor and lead relationship manager for a portfolio of multi-unit clients within finance and accounting services. This role reports to the Executive Vice President and offers high-visibility exposure to senior leadership and opportunities to influence client strategy and business growth.

The ideal candidate thrives in a fast-paced environment, balancing client success, operational execution, and revenue growth

Qualifications

• 7+ years of experience in client success, account management, consulting, finance and accounting services, or related professional services.
• Proven ability to build and manage executive-level client relationships.
• Strong understanding of finance and accounting operations, including financial reporting, accounts payable, accounts receivable, payroll, reconciliations, and cash management.

Responsibilities

• Serve as the primary point of contact and trusted advisor for a portfolio of multi-unit clients.
• Build and maintain strong relationships with C-suite executives and key stakeholders.
• Partner closely with the EVP and senior leadership team to drive client satisfaction, retention, and growth.
• Ensure the successful delivery of outsourced finance and accounting services while consistently exceeding client expectations.
• Lead client onboarding, strategic account planning, business reviews, and ongoing relationship management activities.
• Collaborate with accounting, finance, and operations teams to ensure seamless service delivery and strong client outcomes.
• Support business development efforts through needs assessments, solution design, proposals, and executive-level discussions.
• Monitor account performance, service metrics, profitability, and overall client health.
• Serve as a brand ambassador for ContinuServe and represent the organization with professionalism and credibility.

Skills

Executive relationship management

Client success

Strategic account management

Cross-functional leadership

Finance and accounting operations

Communication and negotiation

Travel readiness

Education

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

Job description

Senior Client Success Manager – Finance & Accounting

ContinuServe is a tech-enabled outsourcing firm that partners with clients to provide finance, accounting, human resources, and technology services. We have deep category knowledge and deliver personalized service to help businesses impact their bottom line daily. We provide strategies that streamline and strengthen operations in today’s fast-paced environment.

We Are Built for the Pace of Possibility.

Position Overview
We are seeking a Senior Client Success Manager to serve as a strategic advisor and primary relationship manager for a portfolio of multi-unit clients. Reporting directly to the Executive Vice President of the business unit, this is a highly visible role with significant exposure to executive leadership and the opportunity to influence client strategy, operational performance, and business growth.
This position offers substantial career advancement potential for a client-focused leader who enjoys building executive-level relationships, driving client success, and partnering closely with senior leadership to scale a rapidly growing business. The ideal candidate is a proactive, consultative professional who thrives in a fast-paced environment and can successfully balance client success, operational execution, and revenue growth initiatives.

Why Join ContinuServe?

• Direct partnership with the Executive Vice President and senior leadership team.
• High-visibility role with meaningful influence on client strategy, retention, and business growth.
• Opportunity to work with executive leaders across a diverse portfolio of multi-unit organizations.
• Significant career growth potential within a rapidly growing, private equity-backed organization.
• Collaborative, entrepreneurial culture where your contributions are recognized and rewarded.
• The opportunity to make a measurable impact on both client success and the continued growth of the business.

Key Responsibilities

• Serve as the primary point of contact and trusted advisor for a portfolio of multi-unit clients.
• Build and maintain strong relationships with C-suite executives and key stakeholders.
• Partner closely with the EVP and senior leadership team to drive client satisfaction, retention, and growth.
• Ensure the successful delivery of outsourced finance and accounting services while consistently exceeding client expectations.
• Lead client onboarding, strategic account planning, business reviews, and ongoing relationship management activities.
• Collaborate with accounting, finance, and operations teams to ensure seamless service delivery and strong client outcomes.
• Support business development efforts through needs assessments, solution design, proposals, and executive-level discussions.
• Monitor account performance, service metrics, profitability, and overall client health.
• Serve as a brand ambassador for ContinuServe and represent the organization with professionalism and credibility.

Qualifications

• 7+ years of experience in client success, account management, consulting, finance and accounting services, business process outsourcing (BPO), or a related professional services environment.
• Proven ability to build and manage executive-level client relationships.
• Strong understanding of finance and accounting operations, including financial reporting, accounts payable, accounts receivable, payroll, reconciliations, and cash management.
• Experience managing multiple clients, projects, and priorities simultaneously.
• Demonstrated success leading cross-functional teams, client transitions, and strategic initiatives.
• Strong business acumen with the ability to identify challenges and develop practical solutions.
• Excellent communication, presentation, relationship-building, and negotiation skills.
• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Experience supporting multi-unit organizations strongly preferred.
• Restaurant, franchise, retail, hospitality, healthcare, or other multi-site industry experience is a plus.
• Ability to travel up to 25%.

Working Conditions and Environment: Employee must be willing to work at location in a small-to mid-sized office setting, plus attend client conferences and meetings that may or may not be held during the workday. Travel to other ContinuServe locations or client offices may be necessary, as well as attendance at company management meetings with other offices throughout the globe. Other travel may be required based on business needs and must be approved by the Executive Vice President-MUC.