Client Service Delivery Manager

Reports to: Operations Director/Head of Fulfillment Type: Full-time Location: Remote

About the RoleThe Client Service Delivery Manager is both client-facing and supervisory. You are the primary point of contact for a portfolio of clients — owning communication, financial reporting quality, and the overall client experience — while simultaneously leading the pod (Team Lead, Senior Accountant, Accountant) responsible for delivering the work.

You're accountable for two things at once: the client feels like they have a trusted partner, and the numbers are right. You manage onboarding, oversee cleanups, review deliverables before they reach the client, and develop the team underneath you. At 8FF, this role sets the standard for both service excellence and technical quality.

Core ResponsibilitiesClient Relationship Management

- Serve as the primary point of contact for an assigned portfolio of clients.
- Present financial reports and respond to client questions with clarity and professionalism.
- Proactively build trust — don't wait for clients to raise issues.
- Resolve client concerns directly; escalate to Operations when needed.

Pod Oversight & Quality Control

- Lead a pod of Team Lead(s), Senior Accountant(s), and Accountant(s).
- Review monthly close and cleanup deliverables before they go to the client — nothing client-facing goes out unreviewed.
- Ensure the pod follows 8FF's SOPs and processes and always hits deadlines.
- Own the accuracy of everything your pod produces, even when someone else did the keying.





Onboarding & Transitions

- Own new client onboarding end-to-end, including historical cleanups.
- Ensure the client has visibility into progress during onboarding and any transition.

Coordination & Process Improvement

- Flag recurring bottlenecks in workflows and propose fixes.
- Coordinate between the client and the pod so information moves without friction.

Training & Development

- Train and mentor Team Leads, Senior Accountants, and Accountants on 8FF process and standards.
- Give direct, specific feedback that reduces errors over time.
- Set the bar for responsiveness, accuracy, and process discipline.

What You'll Need
- Strong grounding in bookkeeping/accounting practice (US GAAP fundamentals) and full-cycle close.
- Experience supervising or mentoring a team, not just executing individually.
- Comfort being the face of the relationship with a client — proactive, clear, unflappable under pressure.
- Working fluency in QuickBooks Online (or comparable) and general SaaS tooling (we run on Notion and Double).
- A track record of catching errors before they become client-visible problems.

What Success Looks Like
- Quality: Every deliverable that reaches a client has been reviewed and is client-ready.
- Deadlines: No overdue monthly close or cleanup deliverables across your pod.
- Communication: Same-day response to client and internal Slack messages.
- Ownership: You're the answer to "who owns this client" — full stop.
- Team: Your pod's error rate trends down over time, not sideways.

📌 Client Service Delivery Manager (México)
🏢 8 Figure Finance
📍 México