Manager Operations & Client Relations

Job Summary:

To own client relationships end-to-end, coordinate the internal team of bookkeepers and analysts, and ensure financial deliverables are accurate, timely, and client-ready. This is a leadership role at the intersection of client success, financial management, and operational excellence.

Key Responsibilities:

●          Serve as the primary client liaison, managing expectations, relationship health, and proactive risk escalation.

●          Represent the company professionally in all client and external forums.

●          Oversee monthly/quarterly financial close and the production of accurate, audit-ready financial statements (P&L, Balance Sheet, Cash Flow).

●          Perform Quality Control (QC) on all bookkeeping outputs and ensure the on-time delivery of polished, executive-level management reports.

●          Lead and coordinate the internal bookkeeping and analyst teams, running standups and balancing workloads.

●          Develop, manage, and maintain project plans, tasks, and SLA trackers to ensure accountability and deadline adherence.

●          Drive operational excellence by mapping and refining core processes (intake to reporting).

●          Identify, document (SOPs), and implement automation and technology solutions to enhance efficiency and minimize errors.

 

Requirements

Experience:

●       5+ years of experience in bookkeeping, finance, or operations, including team management.

●       Demonstrated success managing client relationships and delivering financial services.

●       Extremely proficient with technology and digital tools - must be able to learn, adopt, and optimize software platforms quickly.

●       Proficiency in QuickBooks Online is required; experience with Float, Payworks, G-Suite/Google Workspace, and project management software (e.g., Asana, Trello, ClickUp, Monday.com) is a strong asset.

●       Exceptional communication and client-facing skills.

●       Strong leadership and team management capabilities.

●       Highly organized with proven project management experience.

●       Analytical thinker with strong problem-solving skills.

Education:

●       MBA or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

Benefits

Market Competitive Salary
Work from anywhere
Standard EST Working Hours

Interested candidates can apply through the following:

[email protected]

www.highstreetresources.com