Account Manager

Job Summary:Were 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 members 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 ManagementServe as the primary point of contact for a portfolio of clientsBuild strong, trust-based relationships and ensure a consistent client experienceManage client communication, expectations, and satisfaction across all engagementsServe 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 experienceLead resolution of client concerns, questions, or service issuesEscalate complex or high-risk situations to the VP of Client Services as neededMaintain full accountability for overall client satisfaction, retention, and experience across all accounts in your portfolioTeam Leadership & AccountabilityDirectly manage Financial Strategists, Finance Managers, and Bookkeepers within your podProvide ongoing coaching, feedback, and performance management to support individual and team successHold team members accountable to quality standards, deadlines, and overall performance expectationsLead performance management processes, including addressing performance concerns, implementing performance improvement plans (PIPs), and making recommendations on role fit and progressionConduct annual performance reviews and support ongoing performance evaluation processes for team membersEnsure clear ownership of tasks and accountability across all client workParticipate in hiring for finance team roles within your pod, including interviews and candidate selection alongside leadershipSupport team members in prioritization, workload management, and balancing competing prioritiesFoster a collaborative, high-performing team environment grounded in trust, accountability, and continuous improvementPartner with the Training Facilitator to identify skill gaps, development opportunities, and training needs across team membersSupport the creation and execution of individual development plans, including certifications, technical skill growth, and career progressionProvide ongoing feedback to inform training priorities and strengthen team-wide capabilitiesNew Client Onboarding & Financial ReadinessOwn the finance side of new client onboarding within your podEnsure all incoming client accounts are accurate, organized, and structured for successReview financial records, chart of accounts, and overall setup for alignment with best practicesCoordinate cleanup and onboarding execution across team membersProvide final approval on financial readiness prior to transition to the ongoing service teamEnsure smooth handoffs and clear internal accountability during onboardingQuality Control & Service Delivery OversightEstablish and enforce quality standards across all financial deliverablesEnsure accuracy, consistency, and timeliness across bookkeeping, reporting, and financial outputsIdentify and address quality issues or inconsistencies across accountsEnsure adherence to GAAP and internal standards across all client workMaintain accountability for on-time delivery of all servicesWorkflow & Operations ManagementOversee distribution of work across the pod to maintain balance and efficiencyMonitor team utilization and overall pod capacityOwn 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 reviewIdentify workflow inefficiencies and implement process improvementsEnsure systems, processes, and tools are being used consistently and effectivelyFinancial Oversight & SupportConduct monthly review of financials across assigned accounts Ensure consistency in financial practices and approaches across the podProvide high-level financial guidance to team members when questions ariseSupport resolution of complex accounting or reporting issuesProvide occasional, short-term client coverage to maintain service continuity during staffing gaps, as neededTeam Collaboration Partner closely with the VP of Client Services on escalations, staffing considerations, client trends, and pricing or profitability concernsCollaborate with other Account Managers to ensure consistency across podsContribute to firm-wide process improvements and best practicesProject Management Use tools like Monday.com, Double, Slack, Toggl, and email to maintain visibility into team workflows and track progress across client deliverablesEnsure timelines, priorities, and deadlines are clearly communicated and met across the podSupport coordination of internal projects and initiatives impacting client service deliverySuccess Metrics & Performance Expectations:The Account Manager will be evaluated based on the following areas:Client Experience & RetentionClient satisfaction and overall experience across assigned accountsClient retention and long-term relationship healthEffectiveness in resolving client issues and maintaining trustService Delivery & QualityAccuracy, consistency, and quality of financial deliverables across the podOn-time completion of client work and adherence to deadlinesReduction in errors, rework, or quality issuesTeam Performance & DevelopmentPerformance, engagement, and growth of team members within the podEffectiveness in coaching, feedback, and accountabilityProgress against individual development goals and training initiativesOperational EffectivenessTeam utilization and overall pod efficiencyProfitability 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 bottlenecksContributions to process improvements and scalabilityQualities Were 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. Youre 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 environments2+ years of direct people management experienceStrong understanding of nonprofit accounting, GAAP, and financial reportingExperience managing multiple clients, projects, or service lines simultaneouslyProven ability to lead teams and ensure high-quality deliverablesExceptional organizational and project management skillsStrong professional communication skills, both written and verbalExperience participating in hiring decisionsAdvanced QuickBooks skills (Preferably ProAdvisor Certified)Proven ability to work independently in a remote setting while fostering collaboration across a distributed teamBonus Skills/AbilitiesActive CPA certificationExperience 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 reportingStrong 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 environmentsAt least 2+ years of direct people management experience within an accounting or finance teamDemonstrated experience managing multiple clients, projects, or service lines simultaneouslyProven track record of leading client-facing financial services and maintaining strong client relationshipsExperience reviewing and overseeing the work of other accounting professionals, ensuring accuracy, consistency, and timelinessExperience in nonprofit accounting, including familiarity with GAAP, financial reporting, and operational best practices preferredDegree 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 neededAbility to use a computer keyboard and other standard office equipment, or equivalent assistive technology, to perform essential job functionsAbility to communicate effectively in writing and verbally in both virtual and in-person settingsAbility to travel to and attend the company's annual team retreatSchedule: Remote - Full-time, exempt position8-hour shift, closely aligned with a 9am-5pm Eastern schedule.This role requires frequent Zoom meetingsBenefits:Medical, Dental, and Vision Insurance with monthly company contribution toward total health insurance premium401(k) Savings Account with up to 4% company matchAnnual Remote Work StipendUnlimited PTOUnlimited Sick Leave13 Paid Company Holidays Per YearAnnual In-Person Team RetreatContinuing Professional DevelopmentClient Referral BonusEmployee Referral BonusTenure Recognition BonusHalf-Day Fridays from Memorial Day to Labor DayLogistics: 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 HRAssessment60-minute panel interview with Director of Operations and VP of Client Services (direct supervisor of this role)Reference Checks45-minute interview with CEOBackground checkEqual 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 yearThe final salary will be determined based on several factors including experience, education, qualifications, as well as the need to maintain internal equity within the company. 
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