Client Engagement Manager

Experience in client service, account management, or customer success (preferably within accounting, finance, or professional services).

Strong communication and interpersonal skills.

Ability to manage multiple clients and priorities simultaneously.

Highly organized, detail-oriented, and deadline-driven.

Proficient in MS Office (Excel, Outlook): experience with Vantaca or similar property management software a plus.

Ability to guide non-financial stakeholders (board members, property managers) through software for latest status or next step\u201D

Starting at $60,000+/year

\u00A0

(based on experience)

Benefits include: 401(k) with matching, health/dental/vision insurance, life insurance, paid time off, and paid sick time.

To apply:

https://app.jobvite.com/j?cj=oOONzfwI&s=myHRpartner

Serve as the primary liaison for a portfolio of clients, maintaining strong, long-term relationships.

Coordinate delivery of accounting, bookkeeping, payroll, and advisory services.

Gather client financial information and ensure accurate and timely documentation is provided to relevant teams.

Monitor project timelines and deliverables, ensuring deadlines for monthly closes, tax filings, and financial reports are met.

Identify opportunities to improve client processes, offer value-added services, and support clients\u2019 business goals.

Lead the onboarding of new clients, including setup, expectations, and communication plans.