Client Service Manager

Your Part-Time Controller, LLC (YPTC) is a nationally recognized leader in outsourced accounting services for nonprofit organizations. The Client Service Manager (Manager) ensures exceptional client service and supports YPTC’s strategic plans and initiatives, as defined by the YPTC Strategy Flywheel. Grounded in YPTC’s purpose, mission, values, and the YPTC Way, the Manager creates successful experiences for clients and staff. As an ambassador of YPTC’s culture and values, the Manager coaches and supports staff, serves as a liaison between clients and YPTC leadership, and provides guidance, oversight, and quality control. The ideal candidate is an experienced leader with strong nonprofit accounting knowledge, solid project management skills, and a commitment to the YPTC way of working.

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.

• 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

• 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 $150,000 to $180,000 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. 

Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us by sending an email to careers@yptc.com. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.