Note: The job is a remote job and is open to candidates in USA. 100 Degrees Consulting is dedicated to helping nonprofit organizations optimize their financial resources for greater community impact. The Account Manager will oversee a portfolio of nonprofit clients, ensuring client satisfaction and quality service delivery while managing a team of finance professionals.
Responsibilities
- Serve as the primary point of contact for a portfolio of clients
- Build strong, trust-based relationships and ensure a consistent client experience
- Manage client communication, expectations, and satisfaction across all engagements
- Serve as backup to the VP of Client Services in leading prospective client discovery calls, effectively assessing client needs, scope, and fit while maintaining a consistent and high-quality intake experience
- Lead resolution of client concerns, questions, or service issues
- Escalate complex or high-risk situations to the VP of Client Services as needed
- Maintain full accountability for overall client satisfaction, retention, and experience across all accounts in your portfolio
- Directly manage Financial Strategists, Finance Managers, and Bookkeepers within your pod
- Provide ongoing coaching, feedback, and performance management to support individual and team success
- Hold team members accountable to quality standards, deadlines, and overall performance expectations
- Lead performance management processes, including addressing performance concerns, implementing performance improvement plans (PIPs), and making recommendations on role fit and progression
- Conduct annual performance reviews and support ongoing performance evaluation processes for team members
- Ensure clear ownership of tasks and accountability across all client work
- Participate in hiring for finance team roles within your pod, including interviews and candidate selection alongside leadership
- Support team members in prioritization, workload management, and balancing competing priorities
- Foster a collaborative, high-performing team environment grounded in trust, accountability, and continuous improvement
- Partner with the Training Facilitator to identify skill gaps, development opportunities, and training needs across team members
- Support the creation and execution of individual development plans, including certifications, technical skill growth, and career progression
- Provide ongoing feedback to inform training priorities and strengthen team-wide capabilities
- Own the finance side of new client onboarding within your pod
- Ensure all incoming client accounts are accurate, organized, and structured for success
- Review financial records, chart of accounts, and overall setup for alignment with best practices
- Coordinate cleanup and onboarding execution across team members
- Provide final approval on financial readiness prior to transition to the ongoing service team
- Ensure smooth handoffs and clear internal accountability during onboarding
- Establish and enforce quality standards across all financial deliverables
- Ensure accuracy, consistency, and timeliness across bookkeeping, reporting, and financial outputs
- Identify and address quality issues or inconsistencies across accounts
- Ensure adherence to GAAP and internal standards across all client work
- Maintain accountability for on-time delivery of all services
- Oversee distribution of work across the pod to maintain balance and efficiency
- Monitor team utilization and overall pod capacity
- Own pod-level performance on utilization, capacity, and service delivery efficiency, and proactively flag profitability concerns (such as scope creep or underpriced accounts) to the VP of Client Services for pricing or contract review
- Identify workflow inefficiencies and implement process improvements
- Ensure systems, processes, and tools are being used consistently and effectively
- Conduct monthly review of financials across assigned accounts
- Ensure consistency in financial practices and approaches across the pod
- Provide high-level financial guidance to team members when questions arise
- Support resolution of complex accounting or reporting issues
- Provide occasional, short-term client coverage to maintain service continuity during staffing gaps, as needed
- Partner closely with the VP of Client Services on escalations, staffing considerations, client trends, and pricing or profitability concerns
- Collaborate with other Account Managers to ensure consistency across pods
- Contribute to firm-wide process improvements and best practices
- Use tools like Monday.com, Double, Slack, Toggl, and email to maintain visibility into team workflows and track progress across client deliverables
- Ensure timelines, priorities, and deadlines are clearly communicated and met across the pod
- Support coordination of internal projects and initiatives impacting client service delivery
Skills
- 6+ years of accounting or finance experience, preferably in nonprofit environments
- 2+ years of direct people management experience
- Strong understanding of nonprofit accounting, GAAP, and financial reporting
- Experience managing multiple clients, projects, or service lines simultaneously
- Proven ability to lead teams and ensure high-quality deliverables
- Exceptional organizational and project management skills
- Strong professional communication skills, both written and verbal
- Experience participating in hiring decisions
- Advanced QuickBooks skills (Preferably ProAdvisor Certified)
- Proven ability to work independently in a remote setting while fostering collaboration across a distributed team
- Active CPA certification
- Experience leading client onboarding or system implementation projects
- Familiarity with Monday.com, Double, Gusto, ADP, Bill.com, and Track1099
- Experience designing or optimizing chart of accounts, financial reporting templates, and budget structures
- Knowledge of nonprofit compliance requirements such as grant restrictions, audits, and regulatory reporting
- Strong skills in workflow design, SOP development, or process improvement
- Advanced skills in Google Sheets or other data visualization/reporting tools
- Experience training or facilitating workshops for clients or staff
Benefits
- Medical, Dental, and Vision Insurance with monthly company contribution toward total health insurance premium
- 401(k) Savings Account with up to 4% company match
- Annual Remote Work Stipend
- Unlimited PTO
- Unlimited Sick Leave
- 13 Paid Company Holidays Per Year
- Annual In-Person Team Retreat
- Continuing Professional Development
- Client Referral Bonus
- Employee Referral Bonus
- Tenure Recognition Bonus
- Half-Day Fridays from Memorial Day to Labor Day
Company Overview