Circa Healthcare

Customer Success Manager

• Efficiently and effectively manage all services under assigned client account relationships
• Build pivotal relationships, drive and lead significant accounts, manage financial responsibility
• Lead project approach planning and grow the assigned book of business
• Supervise, mentor, and develop client service team members
• Partner with Project Management leads to translate client expectations into scopes of work and financial estimates
• Demonstrate strategic relationship management skills by leading client projects and relationships
• Develop creative/tactical briefs, status reports, and other materials in support of active projects
• Coordinate with third parties as required
• Set clear direction, resolve conflicts, and ensure the team understands projects
• Contribute to the strategic direction of the client service team and quality growth of accounts

Director, Client Success

Accounting Manager

• Independently supports day-to-day accounting operations in alignment with Circa’s mission and core values
• Supports the monthly close process in QuickBooks, including journal entries, account reconciliations, and bank reconciliations
• Manages Accounts Payable by analyzing, coding, securing approvals for, and entering vendor and freelancer invoices in the accounting system and project management software
• Processes and reviews corporate credit card activity, allocating expenses accurately to projects and departments and securing clarification as needed
• Supports and backs up the Finance Operations Director with client invoicing in QuickBooks
• Assists in tracking and managing Circa renewals, including subscriptions, website hosting, and domain registrations
• Maintains organized and accurate physical accounting files within the office
• Gains working knowledge of Circa’s project management platform (Workfront)
• Monitors weekly Workfront time sheet submissions for staff and freelancers, sends reminders, follows up on outstanding submissions, and generates late time sheet reports
• Assists with portions of month end and yearend close as assigned
• Maintains compliance and supports accuracy and efficiency in financial reporting
• Participates in special projects or analysis as identified by Finance leadership
• Keeps current on accounting best practices, tools, and industry trends
• All other duties as assigned

Director, Client Success

Senior Accounting Manager