Strategic Client Success Leader: 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

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