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Senior Client Success Manager
CSCSenior client success manager leading private fund accounting and client service delivery for CSC, a global business, legal, and financial services company. Managing teams, technical reviews, escalations, and operational improvements across India-based hybrid locations.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in U.S. GAAP, private equity, and fund accounting while effectively managing client relationships and leading high-performing teams. Proven ability to drive process improvements and deliver high-quality client service.
Highest-signal resume keywords
U.S. GAAP KnowledgePrivate Equity AccountingClient Relationship ManagementTeam LeadershipAdvanced Microsoft Excel Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement ReviewSBA Compliance ReportingCapital Call CalculationsWaterfall CalculationsTechnical Accounting GuidancePerformance Review ConductingProcess ImprovementData AnalysisFinancial ModelingResource Planning
Soft Skills
Problem-SolvingOrganizational SkillsCommunication SkillsMentoringCollaboration
Certifications & Qualifications
CPA
Industry Keywords
Private EquityPartnership AccountingFund AccountingSBA-Regulated FundsClient Service Excellence
About the role
Key responsibilities & impact- Manage multiple client relationships and serve as the primary escalation point for service-related matters
- Ensure timely, accurate, and high-quality delivery of client deliverables
- Coordinate with internal stakeholders to resolve complex client issues and deliver comprehensive solutions
- Review financial statements and supporting schedules prepared under U.S. GAAP
- Review SBA compliance reporting, including SBA Form 468 and related filings
- Review capital call and distribution calculations and investor communications
- Review partnership allocations, waterfall calculations, and partner capital account statements
- Provide technical guidance on complex accounting, reporting, and client matters
- Lead, mentor, and develop managers, senior associates, and associates
- Conduct performance reviews and support career development planning
- Promote accountability, collaboration, and client service excellence
- Assist with recruiting, onboarding, and retention initiatives
- Manage team capacity and resource planning
- Drive process improvements and standardization initiatives
- Identify service delivery risks and implement appropriate controls
- Support strategic projects, system enhancements, and organizational initiatives
Requirements
What you’ll need- Bachelor's degree in Accounting or related field required
- CPA preferred
- 8+ years of experience in private equity, partnership, or fund accounting
- Demonstrated experience managing client relationships and leading service delivery teams
- Strong knowledge of U.S. GAAP and private fund structures
- Experience with SBA-regulated funds preferred
- Proven ability to lead, develop, and motivate high-performing teams
- Strong project management, organizational, and problem-solving skills
- Excellent verbal, written, and executive-level communication skills
- Advanced Microsoft Excel skills, including complex formulas, financial modeling techniques, and data analysis tools
- Ability to work the US shift
Benefits
Comp & perks- Annual success-sharing bonuses or commission plans based on individual performance
- Excellent benefits
- Annual leave
- Tuition reimbursement
- Referral bonuses
- Competitive and comprehensive benefits package
- Hybrid or remote work schedules as business needs allow and in alignment with local regulations
- Support and resources for colleagues with disabilities
- Global career opportunities