Client Services Manager Finance And Accounting Operations

🌟 We're Hiring: Client Services Manager – Finance Operations! 🌟

We are looking for an experienced Client Services Manager to lead our Finance Operations team in delivering exceptional service and support to our clients. The ideal candidate will have a strong background in finance operations, excellent leadership skills, and the ability to foster client relationships while driving operational efficiency.

📍 Location: Taguig, Philippines
⏰ Work Mode: Work from Office
💼 Role: Client Services Manager – Finance Operations

What You'll Do:

• Own senior client relationships across US and Australian accounts, serving as the primary executive point of contact for C-suite and VP-level stakeholders
• Drive end-to-end delivery accountability across FAO functions including AR, AP, GL, reporting, and audit, ensuring SLA adherence, quality outcomes, and client satisfaction
• Provide operational oversight across audit intake, billing, authorizations, CRM, payment posting, collections, and customer support
• Consume and interpret AR-related reports, aging, denials, and collection trends to identify risks and priorities
• Ensure clear ownership, handoffs, due dates, and next steps across teams
• Monitor work queues, trackers, dashboards, and financial/operational reports to identify risks and bottlenecks
• Drive timely resolution of audit issues, claim rejections, denials, authorization gaps, AR risks, and customer escalations
• Partner cross-functionally with Audit, Billing, Coding, Collections, Finance, CRM, and Customer Support teams
• Ensure accurate and up-to-date tracking and documentation in HubSpot
• Review operational and AR reports to ensure real-time visibility and data accuracy
• Translate financial and operational data into clear updates and action plans for stakeholders
• Lead transition management for new client onboarding and scope expansions, including knowledge transfer, process mapping, technology integration, and go-live planning, ensuring smooth ramp-up with minimal delivery risk
• Identify recurring operational or AR issues and partner with teams to improve workflows and processes
• Ensure adherence to HIPAA and PHI handling standards within daily operations
• Own risk identification, escalation, and resolution for all client delivery issues; proactively surface risks to client stakeholders and internal leadership with clear remediation plans
• Ensure adherence to SLAs, productivity targets, and quality standards.
• Support presales pursuits by contributing to RFP responses, solution design, pricing validation, and client presentations — bringing operational credibility and delivery insight to the sales process
• Identify and pursue organic growth opportunities within existing accounts through scope expansion, additional services, and relationship deepening
• Partner with senior leadership to define the FAO vertical’s growth strategy, target client profile, and go-to-market approach for US and Australian markets
• Build, develop, and retain a 200+ headcount delivery team — establishing career pathways, succession plans, and a high-performance culture
• Define and own vertical-level KPIs, operational metrics, and financial targets; report performance to senior leadership and client stakeholders on a regular cadence
  
  

What We're Looking For:

• 12–15 years of experience in Finance & Accounting Outsourcing (FAO), with a track record of managing large offshore delivery teams and complex multi-client portfolios
• Background in finance, accounting, or accounts receivable strongly preferred
• Strong working knowledge of AR concepts including aging, write-offs, adjustments, underpayments, and collections
• Demonstrated experience delivering FAO services to US and/or Australian clients, with working knowledge of relevant regulatory, tax, and reporting frameworks (GAAP/IFRS, IRS, ATO)
• Experience working with CRM systems (HubSpot preferred) and financial/operational reporting
• Demonstrated ability to manage executive and C-suite client stakeholders, navigate complex governance structures, and build long-term trusted-advisor relationships
• Strong analytical, organizational, and follow-up skills
• Excellent written and verbal communication skills
• Ability to interpret financial and operational data and translate it into actions
• Proactive problem-solver with a high sense of ownership
• Proven presales experience — including participation in RFP responses, solution solutioning, commercial modelling, and client pitch delivery
• Strong transition management capability — experience designing and executing onboarding playbooks for large, complex engagements (500+ FTE transitions preferred)
• Demonstrated success in building and scaling large offshore teams (200+ headcount), including workforce planning, org design, and talent development
• Executive presence and confident communicator able to represent the organisation at C-suite level and in competitive pursuits
• P&L literacy — ability to understand and manage account-level financials, margin drivers, and commercial levers
  
  
  

Ready to make an impact? 🚀 Apply now and let's grow together!

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