
Client Success Manager
HR POD - Hiring Talent Globally
full-time
Posted on:
Location Type: Hybrid
Location: Lahore • 🇵🇰 Pakistan
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bookkeepingaccounting operationsmonth-end closereconciliationsreportingstandard operating proceduresprocess improvementclient communicationsmanagementsupervisory experience
Soft skills
strong communication skillsclient relationship managementhighly organizeddetail-orientedproactive
Certifications
Bachelor's degree in AccountingBachelor's degree in FinanceBachelor's degree in BusinessCPA designation