Client Service Manager

Responsibilities

1. Client Service Management (Keep Clients)

a. The Manager is accountable for oversight of the following client service activities:

i. Develop and implement workplans for new and existing clients.
ii. Ensure client service staff prepare and submit timely, accurate financial reporting (as required).
iii. Oversee special projects and consulting work, as appropriate.
iv. Identify, recommend, and implement transformational, value-added services using a CFO Mindset (e.g., systems/process improvements, board education, and training).

v. Build relationships with client leadership (e.g., executive director, board members, finance chair, and key staff) with periodic check-ins.

b. The Manager ensures timely delivery of high-quality services aligned with YPTC
standards, including:

i. Prepare staff for and lead new-client kick-off meetings; manage staff and client transitions as needed.
ii. Ensure effective communication among staff, clients, and YPTC leadership.
iii. Assess and mitigate risks to support healthy client relationships; promptly identify and report at-risk or lost clients.
iv. Use the Client Review Framework to conduct client reviews (e.g., meet with clients and staff, review work products, and provide actionable feedback).
v. Attend finance committee and board meetings to support client service staff, as needed.

c. Manage the business and mitigate risk by monitoring client service and staff
activities, including:

vi. Partner with staff to keep YPTC accounts receivable current (no more than 30 days outstanding); follow up proactively as needed.
vii. Use YPTC Manager Console tools, reports, key performance indicators (KPIs), and key behavior indicators (KBIs) to manage the business and staff.

2. Staff Management and Support (Keep Staff)
Managers monitor and cultivate staff engagement and support professional success at
YPTC:

a. Serve as an ambassador for YPTC culture by modeling and teaching staff how to apply the principles of the YPTC Way.
b. Participate in staff meetings to stay informed, share insights, and support team cohesion; support the Market Leader with meeting content and delivery.
c. Provide timely guidance on technical, software, and process questions to enable efficient, high-quality work.
d. Deliver staff training as needed to support ongoing professional development.
e. Conduct regular staff check-ins as an integral part of the organizational feedback loop.
f. Document and address performance issues, follow up consistently, resolve conflicts, and support professional growth.
g. Manage scheduling, utilization, and overtime to support work-life balance, including appropriate use of timesheet codes.
h. Conduct annual performance reviews; evaluate accomplishments and support career development.

3. Business Development and Client Sales (Get Clients)
Managers support Market Leaders with business development activities as needed:

a. Conduct Potential New Client (PNC) meetings (including pre-meeting research), draft proposals, and follow up to close opportunities in a timely manner.
b. Perform assessments to evaluate client needs and identify opportunities for additional services.
c. Review client sponsorship requests, submit informed recommendations, and follow up as necessary.
d. Attend industry conferences and targeted events to represent YPTC, build relationships, identify potential clients, and stay current on nonprofit market trends.

4. Recruitment and Training (Get Staff)
Managers may support recruitment and staff training efforts, including:

a. Interview candidates and support the hiring process.
b. Represent YPTC at recruiting events to attract talent and promote YPTC's culture.
c. Lead new staff orientation to support a positive, informed onboarding experience.

5. Human-Centric, Tech-Forward (Innovation)
Managers reinforce YPTC's human-centric, tech-forward culture to advance innovation and strengthen client service quality-bridging firm-level innovation priorities and daily execution. Managers ensure staff consistently apply a CFO Mindset in client interactions and deliverables by producing decision-ready insights grounded in strong judgment and aligned use of tools.

a. Model and reinforce CFO Mindset innovation by building staff capability through training, feedback, and continuous improvement; ensure technology use supports strategic thinking, professional judgment, security, and client trust.
b. Translate innovation into practice by incorporating firm-approved tools, systems, and process improvements (e.g., AI, reporting automation, workflows, and integrations) into daily work to improve quality, capacity, and efficiency.
c. Lead adoption and change by communicating the purpose and impact of initiatives, reinforcing training expectations, identifying risks early, and connecting technology use to stronger judgment and outcomes.

6. Operations, Compliance, and Risk Management (Operations)
Managers are expected to uphold YPTC policies, procedures, and processes, including:

a. Attend market manager meetings, monthly company-wide manager meetings, staff meetings, and other meetings as required.
b. Ensure adherence to nonprofit accounting standards, regulatory requirements, and YPTC's internal policies.
c. Stay informed about industry trends and regulatory changes affecting nonprofit organizations and assist staff in understanding those changes as needed.
d. Promote a culture of integrity, ethics, and confidentiality.
e. Partner with YPTC Legal and Compliance, as needed, on contract, compliance, or other legal matters; keep Market Leader, Regional Director, and Chief Client Services Officer informed of significant issues and status updates.

Qualifications

• Bachelor's degree in accounting, finance, or a related field required; advanced degree a plus
• 7+ years of progressively responsible experience; nonprofit accounting experience required; public accounting and/or Controller/CFO experience preferred
• Interest in learning and using multiple accounting software packages, Microsoft Excel, and rapidly evolving technologies (e.g., AI and automation)
• Demonstrated analytical and problem-solving skills; uses data and insight to assess issues, manage risk, and drive sound decisions
• Ability to think strategically and proactively, balancing client needs, team capacity, and business priorities
• Proven experience leading and developing staff, including coaching, performance management, and workload prioritization
• Strong ability to build and maintain trusted client relationships, serving as a trusted advisor
• Collaborative mindset with a commitment to continuous improvement and delivering exceptional client service
• Exceptional communication skills (verbal and written)
• Embraces and executes change management effectively
• Exhibits tact and professionalism in resolving conflicts
• Ability to work independently
• Commitment to staying current on accounting updates and pronouncements, especially those affecting nonprofits

Other Requirements:

• While YPTC endeavors to maintain a balance between work and personal life, it is expected that the Manager will be reasonably available, if needed, by phone and email outside of normal working hours.
• A willingness to travel to in-person meetings, including but not limited to staff meetings, in person client visits, and annual reviews, periodically throughout the year; and to travel occasionally to events to support critical strategic initiatives

YPTC Offers: #LI-Hybrid

• A Best Place to Work! We are nationally recognized by both Inc. Magazine and Accounting Today
• Work with a mission-driven purpose serving nonprofit organizations
• A culture of support, enabling our staff to succeed
• Growth! We are among the fastest growing accounting firms in the US, with unlimited opportunities for professional growth
• Competitive compensation
• Work-life balance, full and part-time positions available
• Standard 35-hour full-time work week, with eligibility for paid overtime for non-exempt employees
• For full-time positions, we offer:
• 4 WEEKS PAID TIME OFF, generally consisting of 100 hours paid vacation to start with eligibility for additional vacation based on tenure and a minimum 40 hours sick time, subject to applicable state law
• 9 paid holidays
• Full benefits package including medical, dental, vision, life insurance and supplementary benefit options
• Very generous employer contributions to medical insurance premiums
• For part-time positions, we offer:
• Pro-rated vacation and sick time based on hours worked
• Eligibility for supplementary benefit options
• 401(k) Retirement Plan with Employer Match
• Ample professional development opportunities and reimbursement
• Company provided laptop and technology stipend
• Hybrid work environment

Starting annual base salary is $140,000 to $165,000 for this full-time exempt position. Total compensation may increase with eligibility for various bonuses. A professional development reimbursement and technology stipend are also provided on an annual basis. Please note that the base salary offered may vary depending on relevant factors as determined by Your Part-Time Controller, LLC, which may include, but is not limited to, education, skill, experience, licensure and certifications, internal salary ranges, geographical location, and other business needs.