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Client Accounting Services Manager

Sensiba LLP
Pleasanton, CA Full Time
POSTED ON 12/27/2024
AVAILABLE BEFORE 2/26/2025

Sensiba is always looking for top talent to add to our integrated team. We have an exciting opportunity for a Client Account Services Manager to join our Consulting team. If you're looking for an organization that offers an inclusive environment, uses business as a force for good, and supports you and your family with flexible work options and attractive benefits, take the first step toward joining the Sensiba team!

Named a Top 100 Accounting Firm and Top Workplace USA, we're recognized for exceptional employee engagement and dedication in helping our clients solve problems, navigate complexity, and build a foundation for sustainable growth.

In 2018, we became a certified B Corporation (B Corp). The B Corp certification distinguishes companies that use the power of business to solve social and environmental problems. It helps us better assess how our core values align with our daily operations and identify where we can improve.


Summary:

The Client Accounting Services Manager (CASM) is an important leadership role within the Sensiba Consulting Practice. Responsibilities include the full spectrum of delivery activities for our Early Stage, Start-Up Accounting offering. Duties include working with the founders and Sr. Management of our Early-Stage Start-Up clients to help them establish the systems, processes and procedures necessary to execute a periodic accounting close with reporting. This client enablement also includes setting up the necessary contract management and revenue recognition processes using an Excel model or one of our pre-selected SaaS contract software solutions. Strong understanding of SaaS revenue recognition and excel with high aptitude for learning systems is essential for success in this position.

Our CASM communicates directly with clients, participates in prospects discovery meetings, defines and documents business requirements and translates requirements to the appropriate level of service.

The CASM should be organized, analytical, and capable of working remotely and independently or as part of a team, adept at defining and adhering to schedules, and skilled in managing multiple priorities and people. The ideal candidate will also be skilled in communicating value propositions.


Job Responsibilities:

Technical Activities - additional tasks within this context may be required.

  • Onboard new clients
  • Provide direct accounting services to clients, including guiding management to best practice accounting and reporting processes.
  • Actively recruit, train and supervise staff to support CAS Tech Start-Ups.
  • Develop and consistently challenge process and technology stack employed to service clients.

Sales Activities - additional tasks within this context may be required.

  • Qualification stage:
    • Participate in qualification calls/meetings with prospects to gather preliminary information
  1. Document the prospect profile and fit for our service offering.
  • Discovery stage:
    • Participates and may lead Discovery sessions with prospects.
    • Document results of the Discovery to gather pertinent information for a proposal.
  • Solution Architecture stage:
    • Match requirements uncovered in Discovery stage with Sensiba solutions.
  • Proposal:
    • Develop services proposal and participate in presentation of proposal to prospect.
  • Contracts:
    • Draft services Statement of Work.

Firm Specific

  • Identify and pursue additional business opportunities for prospects and existing clients
  • Maintain high client satisfaction ratings that meet firm standards
  • Provide assistance to internal team members as needed
  • Ability to breakdown complex information into easy to understand solution requirements
  • Provide timely status reports/updates on work assignments to performance manager and firm management as required.
  • Achieve utilization targets and track work time accurately within our time tracking system.
  • Train, develop, mentor and manage assigned staff
  • Special projects as needed


Qualifications:

The ideal candidate will be self-motivated with a proven track record of successful experience in professional services. The candidate must have excellent internal and external client-facing skills and experience developing and/or following a process-based methodology while working directly with clients through all phases of the project delivery lifecycle. The candidate should thrive in a dynamic, fast paced atmosphere that is much like a start-up environment, with a rapidly expanding client base. Additional qualifications the ideal candidate will have are shown below:

  • Bachelor's degree required (in accounting or finance preferred)
  • Minimum five (5) years' experience relevant experience in professional services and/or corporate equivalent.
  • Experience with Quickbooks, Xero and similar is preferred.
  • Sage Intacct, Netsuite and contract management software a plus.
  • Knowledge of financial accounting and accounting principles, especially SaaS revenue recognition (CPA or similar is a plus).
  • Adept at solving complex problems in a timely fashion while keeping all parties informed.
  • Strong desire and ability to stay current on technical or industry developments
  • Ability to travel to client sites as needed
  • Strong desire and ability to actively engage with client management to solve problems and deliver solutions
  • Team player with solid communication and presentation/product demonstration skills
  • Communicate, be accountable and be kind


There are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!

Sensiba LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

Sensiba LLP complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at talent@sensiba.com.

Certain states require employers to disclose the pay range in job postings. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, contact our human resources team.


Compensation Range: $110,000 - $120,000 per year

*Compensation may vary based on skills, role, and location*


 

Salary : $110,000 - $120,000

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