Hybrid Client Success Manager

at HR POD - Hiring Talent Globally

• Job title: Client Success Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Lahore, Pakistan

About the role

• Client Success Manager overseeing bookkeeping and accounting operations across nonprofit clients in Lahore, managing client relations and ensuring accurate financial reporting.

Responsibilities

• Oversee bookkeeping and accounting operations across multiple nonprofit clients (month-end, reconciliations, reporting, compliance).
• Manage and review the work of bookkeepers to ensure accuracy, timeliness, and consistency.
• Serve as the primary client contact for assigned accounts, leading onboarding, financial reviews, and client communications.
• Develop and document standard operating procedures (SOPs) for recurring processes (AP, AR, reconciliations, reporting).
• Support system setup and integrations (QuickBooks Online, Plooto, Float, Dext, Payworks).
• Collaborate with the Company's Principal and senior team on resource planning, scopes of work, and delivery timelines.
• Lead internal training and knowledge-sharing across the finance team.

Requirements

• Bachelor's degree in Accounting, Finance, or Business; CPA designation or equivalent is an asset.
• 5-7 years of progressive accounting or bookkeeping experience, including 2-3 years in a management or supervisory role.
• Strong understanding of accounting operations, month-end close, and reconciliations.
• Proficient in QuickBooks Online, with experience using Plooto, Float, Payworks, or Dext.
• Strong communication skills and proven experience managing client relationships.
• Experience with nonprofits or professional services firms is an advantage.
• Highly organized, detail-oriented, and proactive in process improvement.