Account Manager

About 100 Degrees Consulting:

At 100 Degrees Consulting, we help nonprofit organizations analyze, translate, and transform financial information and processes to more effectively utilize limited resources and make a more powerful impact on the people and communities they serve.

We show up for our clients with deep expertise, genuine care for their mission, and a dependable, approachable style that builds lasting trust. Our values - excellence, kindness, curiosity, and grit - guide everything we do.

We’re a fast-paced, high-performing team that thrives on collaboration and purpose-driven work, and we’re excited to welcome an Account Manager who shares our values and energy.

Job Summary:

We’re seeking a highly organized, senior client services leader to join our team as an Account Manager and oversee a portfolio of nonprofit clients and lead a pod of finance professionals.

This position will serve as the primary point of contact for client expectations, service issue escalations, and relationship oversight across a portfolio of clients. The Account Manager will conduct monthly reviews of client financials and bookkeeping outputs across their portfolio to ensure consistent quality, accuracy, and alignment with client scope of work. They will oversee the work of Financial Strategists, Finance Managers, and Bookkeepers within their pod and support team development and performance.

This is a management-focused role centered on client relationship ownership, team leadership, quality control, and service oversight. This role does not include direct responsibility for ongoing monthly accounting services, though the Account Manager may occasionally provide short-term client coverage as needed, such as during a team member’s leave or an unexpected capacity gap. The Account Manager will play a hands-on role in the finance side of new client onboarding, ensuring accounts are clean, accurate, and properly structured before transitioning ongoing work to the service team.

The ideal candidate brings strong people management experience, excellent client relationship skills, and a deep understanding of nonprofit accounting, allowing them to confidently support their team and step into complex client situations when needed.

Account Manager Key Responsibilities:

Client Relationship Management

• Serve as the primary point of contact for a portfolio of clients
• Build strong, trust-based relationships and ensure a consistent client experience
• Manage client communication, expectations, and satisfaction across all engagements
• Serve as backup to the VP of Client Services in leading prospective client discovery calls, effectively assessing client needs, scope, and fit while maintaining a consistent and high-quality intake experience
• Lead resolution of client concerns, questions, or service issues
• Escalate complex or high-risk situations to the VP of Client Services as needed
• Maintain full accountability for overall client satisfaction, retention, and experience across all accounts in your portfolio

Team Leadership & Accountability

• Directly manage Financial Strategists, Finance Managers, and Bookkeepers within your pod
• Provide ongoing coaching, feedback, and performance management to support individual and team success
• Hold team members accountable to quality standards, deadlines, and overall performance expectations
• Lead performance management processes, including addressing performance concerns, implementing performance improvement plans (PIPs), and making recommendations on role fit and progression
• Conduct annual performance reviews and support ongoing performance evaluation processes for team members
• Ensure clear ownership of tasks and accountability across all client work
• Participate in hiring for finance team roles within your pod, including interviews and candidate selection alongside leadership
• Support team members in prioritization, workload management, and balancing competing priorities
• Foster a collaborative, high-performing team environment grounded in trust, accountability, and continuous improvement
• Partner with the Training Facilitator to identify skill gaps, development opportunities, and training needs across team members
• Support the creation and execution of individual development plans, including certifications, technical skill growth, and career progression
• Provide ongoing feedback to inform training priorities and strengthen team-wide capabilities

New Client Onboarding & Financial Readiness

• Own the finance side of new client onboarding within your pod
• Ensure all incoming client accounts are accurate, organized, and structured for success
• Review financial records, chart of accounts, and overall setup for alignment with best practices
• Coordinate cleanup and onboarding execution across team members
• Provide final approval on financial readiness prior to transition to the ongoing service team
• Ensure smooth handoffs and clear internal accountability during onboarding

Quality Control & Service Delivery Oversight

• Establish and enforce quality standards across all financial deliverables
• Ensure accuracy, consistency, and timeliness across bookkeeping, reporting, and financial outputs
• Identify and address quality issues or inconsistencies across accounts
• Ensure adherence to GAAP and internal standards across all client work
• Maintain accountability for on-time delivery of all services

Workflow & Operations Management

• Oversee distribution of work across the pod to maintain balance and efficiency
• Monitor team utilization and overall pod capacity
• Own pod-level performance on utilization, capacity, and service delivery efficiency, and proactively flag profitability concerns (such as scope creep or underpriced accounts) to the VP of Client Services for pricing or contract review
• Identify workflow inefficiencies and implement process improvements
• Ensure systems, processes, and tools are being used consistently and effectively

Financial Oversight & Support

• Conduct monthly review of financials across assigned accounts
• Ensure consistency in financial practices and approaches across the pod
• Provide high-level financial guidance to team members when questions arise
• Support resolution of complex accounting or reporting issues
• Provide occasional, short-term client coverage to maintain service continuity during staffing gaps, as needed

Team Collaboration

• Partner closely with the VP of Client Services on escalations, staffing considerations, client trends, and pricing or profitability concerns
• Collaborate with other Account Managers to ensure consistency across pods
• Contribute to firm-wide process improvements and best practices

Project Management

• Use tools like Monday.com, Double, Slack, Toggl, and email to maintain visibility into team workflows and track progress across client deliverables
• Ensure timelines, priorities, and deadlines are clearly communicated and met across the pod
• Support coordination of internal projects and initiatives impacting client service delivery

Success Metrics & Performance Expectations:

The Account Manager will be evaluated based on the following areas:

Client Experience & Retention

• Client satisfaction and overall experience across assigned accounts
• Client retention and long-term relationship health
• Effectiveness in resolving client issues and maintaining trust

Service Delivery & Quality

• Accuracy, consistency, and quality of financial deliverables across the pod
• On-time completion of client work and adherence to deadlines
• Reduction in errors, rework, or quality issues

Team Performance & Development

• Performance, engagement, and growth of team members within the pod
• Effectiveness in coaching, feedback, and accountability
• Progress against individual development goals and training initiatives

Operational Effectiveness

• Team utilization and overall pod efficiency
• Profitability trends within the pod, escalated appropriately when concerns fall outside the Account Manager's direct control (e.g., pricing or scope)
• Ability to manage capacity, prioritize work, and prevent bottlenecks
• Contributions to process improvements and scalability

Qualities We’re Looking For:

• Strategic and big-picture oriented. You are able to step back from day-to-day details to see patterns, identify risks, and ensure consistency across multiple clients and service lines.
• Strong people leader. You have experience managing and developing high-performing teams, and you hold others accountable while creating a supportive, growth-oriented environment.
• Client relationship owner. You build trust quickly, communicate with clarity and confidence, and take full ownership of the client experience from start to finish.
• Highly organized and adaptable. You effectively manage competing priorities across a large portfolio, balancing team needs, client expectations, and internal deadlines.
• Decisive problem-solver. You address issues proactively, navigate ambiguity with confidence, and make sound decisions that keep work moving forward.
• Quality-focused and detail-oriented. You set high standards for accuracy and consistency, ensuring all financial deliverables meet expectations and align with best practices.
• Process and systems thinker. You identify inefficiencies, improve workflows, and help create scalable systems that support both team success and client service.
• Financially confident. You have a strong understanding of nonprofit accounting and can support your team in navigating complex financial questions and scenarios.
• Mission-driven. You’re energized by supporting nonprofits and understand their unique challenges and opportunities.
• Collaborative and approachable. You foster trust across clients and team members, contributing to a positive, solutions-oriented team culture.

Required Skills/Abilities:

• 6+ years of accounting or finance experience, preferably in nonprofit environments
• 2+ years of direct people management experience
• Strong understanding of nonprofit accounting, GAAP, and financial reporting
• Experience managing multiple clients, projects, or service lines simultaneously
• Proven ability to lead teams and ensure high-quality deliverables
• Exceptional organizational and project management skills
• Strong professional communication skills, both written and verbal
• Experience participating in hiring decisions
• Advanced QuickBooks skills (Preferably ProAdvisor Certified)
• Proven ability to work independently in a remote setting while fostering collaboration across a distributed team

Bonus Skills/Abilities

• Active CPA certification
• Experience leading client onboarding or system implementation projects.
• Familiarity with Monday.com, Double, Gusto, ADP, Bill.com, and Track1099.
• Experience designing or optimizing chart of accounts, financial reporting templates, and budget structures.
• Knowledge of nonprofit compliance requirements such as grant restrictions, audits, and regulatory reporting
• Strong skills in workflow design, SOP development, or process improvement.
• Advanced skills in Google Sheets or other data visualization/reporting tools.
• Experience training or facilitating workshops for clients or staff.

Education and/or Experience:

• At least 6+ years of experience in accounting or finance, preferably in nonprofit environments
• At least 2+ years of direct people management experience within an accounting or finance team
• Demonstrated experience managing multiple clients, projects, or service lines simultaneously
• Proven track record of leading client-facing financial services and maintaining strong client relationships
• Experience reviewing and overseeing the work of other accounting professionals, ensuring accuracy, consistency, and timeliness
• Experience in nonprofit accounting, including familiarity with GAAP, financial reporting, and operational best practices preferred
• Degree in accounting, business, or related field preferred (or equivalent combination of education and relevant experience)

Physical Requirements:

• Ability to sit at a desk and operate a computer for extended periods, with reasonable accommodation as needed
• Ability to use a computer keyboard and other standard office equipment, or equivalent assistive technology, to perform essential job functions
• Ability to communicate effectively in writing and verbally in both virtual and in-person settings
• Ability to travel to and attend the company's annual team retreat

Schedule:

• Remote - Full-time, exempt position
• 8-hour shift, closely aligned with a 9am-5pm Eastern schedule.
• This role requires frequent Zoom meetings

Benefits:

• Medical, Dental, and Vision Insurance with monthly company contribution toward total health insurance premium
• 401(k) Savings Account with up to 4% company match
• Annual Remote Work Stipend
• Unlimited PTO
• Unlimited Sick Leave
• 13 Paid Company Holidays Per Year
• Annual In-Person Team Retreat
• Continuing Professional Development
• Client Referral Bonus
• Employee Referral Bonus
• Tenure Recognition Bonus
• Half-Day Fridays from Memorial Day to Labor Day

Logistics:

• This is a full-time, exempt, W2 employee position.
• We offer a 100% remote work environment.
• You must be available to respond to client communication and take meetings during regular business hours in the US, closely aligned with a 9am-5pm Eastern schedule.
• You have your own computer and stable internet access.
• You maintain a workspace free of unnecessary distractions where client and internal calls may be taken in a professional manner.
• You are able to be on video chat for scheduled meetings.

Interview Process:

• 30-minute screening interview with HR
• Assessment
• 60-minute panel interview with Director of Operations and VP of Client Services (direct supervisor of this role)
• Reference Checks
• 45-minute interview with CEO
• Background check

Equal Opportunity:

100 Degrees Consulting is an equal opportunity employer and we strongly encourage and seek applications from women, people of color, immigrant, bilingual, and bicultural individuals, as well as members of the LGBTQIA+ communities.

100 Degrees Consulting is firmly committed to complying with all federal, state, and local equal employment opportunity laws and strictly prohibits discrimination against any employee or applicant for employment because of race, including hair texture and protective hairstyles such as locs, braids, twists, coils, Bantu knots, afros, and extensions; religious creed, including religious head coverings and hairstyles; color, sex, religion, national origin, age, sexual orientation, height and/or weight, disability, gender identity or expression, medical condition including acquired immune deficiency syndrome or AIDS-related conditions, marital status, partnership status, genetic predisposition or carrier status, military status, arrest record, or any other characteristic protected by applicable law.

Reasonable accommodation will be made so that qualified applicants with disabilities may participate in the application process. Please advise in writing of any accommodation request at the time of application. While performing the responsibilities of the job, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

Salary Range: $120,000 - $130,000 per year

A compensation offer is based on a candidate’s background and years of relevant experience, with consideration for internal equity. Because of our strong commitment to equity and growth, we do not negotiate compensation offers.