PR · On-site
Our growing CPA and Consulting Firm is seeking an experienced Manager Consultant - Outsourcing & Client Advisory Services (CAS) to help lead and expand our client accounting services practice. This ...
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PR · On-site
Our growing CPA and Consulting Firm is seeking an experienced Manager Consultant - Outsourcing & Client Advisory Services (CAS) to help lead and expand our client accounting services practice. This ...
Marketing Manager
San Juan, PR · On-site
Client Promotions & Storytelling * Build a prioritized client list and manage the end-to-end process for client video interviews, written case studies, and testimonials. * Turn each client engagement ...
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Marketing Manager
San Juan, PR · On-site
Client Promotions & Storytelling * Build a prioritized client list and manage the end-to-end process for client video interviews, written case studies, and testimonials. * Turn each client engagement ...
PR · On-site
$19/hr
Our mission is to provide knowledgeable guidance, compassionate support, and exceptional client ... This role is responsible for managing disability claims from intake through resolution, ensuring ...
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PR · On-site
$19/hr
Our mission is to provide knowledgeable guidance, compassionate support, and exceptional client ... This role is responsible for managing disability claims from intake through resolution, ensuring ...
Relationship Banker- San Juan Corners Financial Center- Spanish Language Required
San Juan, PR · On-site
$18.25 - $23.75/hr
Drives the client experience * Manages cash responsibilities Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client ...
Relationship Banker- San Juan Corners Financial Center- Spanish Language Required
San Juan, PR · On-site
$18.25 - $23.75/hr
Drives the client experience * Manages cash responsibilities Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client ...
Senior Project Manager
Gurabo, PR · On-site
This role maintains direct client interface, leads the site-based JLL project team, and oversees ... Experience managing capital, facilities, infrastructure, utilities, manufacturing support ...
Senior Project Manager
Gurabo, PR · On-site
This role maintains direct client interface, leads the site-based JLL project team, and oversees ... Experience managing capital, facilities, infrastructure, utilities, manufacturing support ...
Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services -- all with outstanding client service. Our team is made up of the best talent in the ...
Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services -- all with outstanding client service. Our team is made up of the best talent in the ...
Sales Manager
San Juan, PR · On-site
Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services - all with outstanding client service. Our team is made up of the best talent in the hospitality ...
Sales Manager
San Juan, PR · On-site
Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services - all with outstanding client service. Our team is made up of the best talent in the hospitality ...
Key Account Manager II
San Juan, PR · On-site
$45K - $55K/yr
Address client inquiries, issues, and concerns promptly, coordinating solutions and follow-ups as ... Manage client onboarding to DECA's processes, systems, and tools (such as Monday.com and Google ...
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Key Account Manager II
San Juan, PR · On-site
$45K - $55K/yr
Address client inquiries, issues, and concerns promptly, coordinating solutions and follow-ups as ... Manage client onboarding to DECA's processes, systems, and tools (such as Monday.com and Google ...
Engineering Manager
San Juan, PR · On-site
In this role, you'll operate at the intersection of technical leadership and client engagement. You ... managing technical teams * Demonstrated ability to set technical direction for client-facing ...
Engineering Manager
San Juan, PR · On-site
In this role, you'll operate at the intersection of technical leadership and client engagement. You ... managing technical teams * Demonstrated ability to set technical direction for client-facing ...
PR · On-site
$45K - $50K/yr
They serve as the primary point of contact, ensuring client satisfaction, and driving business growth. The Account Manager is responsible for understanding client needs, managing projects, and ...
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Asset & Wealth Management Tax Manager
San Juan, PR · On-site
$99K - $266K/yr
You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an ...
Asset & Wealth Management Tax Manager
San Juan, PR · On-site
$99K - $266K/yr
You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an ...
We are seeking Client Virtualization Administrator to support and maintain a complex Microsoft ... Manage core infrastructure services, including Active Directory, DNS, DHCP, and server replication.
We are seeking Client Virtualization Administrator to support and maintain a complex Microsoft ... Manage core infrastructure services, including Active Directory, DNS, DHCP, and server replication.
Construction Project Manager
San Juan, PR · On-site
Perini Management Services Inc. is seeking a Project Manager for its domestic projects. About ... Our client-centered approach and competitive, enterprising spirit have yielded many longstanding ...
Construction Project Manager
San Juan, PR · On-site
Perini Management Services Inc. is seeking a Project Manager for its domestic projects. About ... Our client-centered approach and competitive, enterprising spirit have yielded many longstanding ...
We are seeking Client Virtualization Administrator to support and maintain a complex Microsoft ... Manage core infrastructure services, including Active Directory, DNS, DHCP, and server replication.
We are seeking Client Virtualization Administrator to support and maintain a complex Microsoft ... Manage core infrastructure services, including Active Directory, DNS, DHCP, and server replication.
Engineering Manager
San Juan, PR · On-site
Own the technical execution and delivery of client-facing projects, ensuring quality, reliability ... managing technical teams * Demonstrated ability to set technical direction for client-facing ...
Engineering Manager
San Juan, PR · On-site
Own the technical execution and delivery of client-facing projects, ensuring quality, reliability ... managing technical teams * Demonstrated ability to set technical direction for client-facing ...
$2.5K/mo
... client preferences. -Excellent knowledge of skincare products and treatments. -Strong communication and interpersonal skills. -Ability to travel regularly and adapt to different work environments ...
$2.5K/mo
... client preferences. -Excellent knowledge of skincare products and treatments. -Strong communication and interpersonal skills. -Ability to travel regularly and adapt to different work environments ...
PR · On-site
$103K - $135K/yr
Manage engagement budgets, timelines, and client expectations. * Serve as the primary point of ... contact for clients throughout engagements. * Identify accounting, auditing, and internal control ...
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PR · On-site
$103K - $135K/yr
Manage engagement budgets, timelines, and client expectations. * Serve as the primary point of ... contact for clients throughout engagements. * Identify accounting, auditing, and internal control ...
PR · On-site
Validation Manager About Ocyonbio: OcyonBio is a biotechnology CDMO based in Aguadilla, Puerto Rico ... Serve as Validation SME during regulatory inspections and client audits * Lead deviation ...
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PR · On-site
Validation Manager About Ocyonbio: OcyonBio is a biotechnology CDMO based in Aguadilla, Puerto Rico ... Serve as Validation SME during regulatory inspections and client audits * Lead deviation ...
Facilitate kickoff meetings, working sessions, publisher calls, and client status meetings, and ... Experience managing cross-functional projects and external partner relationships. * Strong written ...
Facilitate kickoff meetings, working sessions, publisher calls, and client status meetings, and ... Experience managing cross-functional projects and external partner relationships. * Strong written ...
$95K - $115K/yr
Area Manager - Vegetation Management Location: Puerto Rico Reports to: Deputy Operations Manager ... Build strong relationships with client representatives, local communities, and internal leadership.
Client Manager information
What does a client manager do?
A Client Manager is responsible for maintaining and growing relationships with an organization’s clients. They serve as the main point of contact, ensuring clients' needs are met and addressing any issues or concerns. Their duties often include managing client accounts, communicating regularly with clients, coordinating with internal teams to deliver products or services, and identifying opportunities for upselling or cross-selling. The goal of a Client Manager is to foster client satisfaction and loyalty, ultimately contributing to the company’s growth.
What are some common challenges client managers face when handling multiple client accounts simultaneously?
Client Managers often juggle several client accounts at once, which can present challenges such as managing competing priorities, ensuring consistent communication, and meeting diverse expectations. Time management and organization skills are crucial, as is the ability to quickly adapt to different client needs and industry sectors. Building strong relationships with both clients and internal teams helps mitigate misunderstandings and ensures deadlines and deliverables are met. Regular check-ins, clear documentation, and proactive problem-solving are key strategies to successfully navigate these challenges.
What are the key skills and qualifications needed to thrive as a client manager, and why are they important?
To excel as a Client Manager, you need strong relationship-building, account management, and negotiation skills, typically supported by a degree in business or a related field. Familiarity with CRM software, project management tools, and data analysis systems is commonly required. Exceptional communication, problem-solving abilities, and emotional intelligence help you stand out when managing client expectations and fostering loyalty. These skills and qualities are crucial for maintaining client satisfaction, growing business accounts, and ensuring long-term partnerships.
What is the difference between Client Manager vs Account Executive?
| Aspect | Client Manager | Account Executive |
|---|---|---|
| Primary Role | Maintains client relationships, ensures client satisfaction, manages ongoing accounts | Generates new business, acquires new clients, presents products/services |
| Required Skills | Customer service, communication, relationship management | Sales, negotiation, presentation skills |
| Work Environment | Long-term client engagement, account management teams | Sales pitches, client meetings, prospecting |
| Industry Usage | Common in consulting, marketing, tech | Common in sales, advertising, tech |
While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.
How do I become a client manager?
To become a client manager, typically one needs a bachelor's degree in business, marketing, or a related field, along with experience in customer service or sales. Strong communication, relationship management skills, and proficiency with CRM software are important. Gaining relevant certifications, such as Certified Client Management Professional (CCMP), can also enhance prospects.
Is a client manager a good job?
A client manager is a professional responsible for maintaining client relationships, ensuring customer satisfaction, and supporting business growth. The role often requires strong communication, problem-solving skills, and familiarity with customer management tools. It can offer stable employment and opportunities for advancement in various industries.
What is the role of a client manager?
A client manager is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring their satisfaction. They coordinate communication between clients and internal teams, often using CRM tools, and work to retain clients and identify opportunities for account growth.
More about Client Manager jobs
What are the most commonly searched types of Client jobs in Puerto Rico?
The most popular types of Client jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Client Manager jobs?
Cities in Puerto Rico with the most Client Manager job openings:
What are popular job titles related to Client Manager jobs in PR?
For Client Manager jobs in PR, the most frequently searched job titles are:
Contractor
Re-posted 9 days ago
Job description
Our growing CPA and Consulting Firm is seeking an experienced Manager Consultant – Outsourcing & Client Advisory Services (CAS) to help lead and expand our client accounting services practice.
This is an excellent opportunity for a seasoned accounting professional who enjoys working directly with business owners, managing client relationships, developing teams, and delivering high-value advisory services.
As a key member of our CAS leadership team, you will oversee multiple client engagements, mentor accounting professionals, and contribute to the strategic growth of our outsourcing practice.
About Us
We are a dynamic CPA and Consulting Firm headquartered in Puerto Rico, serving clients across a variety of industries. Our team of approximately 50 professionals is committed to providing exceptional client service while fostering a culture of collaboration, innovation, and continuous growth.
Key Responsibilities
- Manage a portfolio of outsourced accounting and advisory clients.
- Oversee monthly, quarterly, and annual accounting deliverables.
- Review financial statements, account reconciliations, and supporting workpapers.
- Serve as the primary point of contact for client relationships.
- Lead client meetings and present financial results and recommendations.
- Supervise, coach, and develop senior accountants and staff.
- Identify process improvements and operational efficiencies.
- Support implementation and optimization of accounting technology solutions.
- Collaborate with firm leadership on practice growth initiatives.
- Assist in identifying additional advisory and consulting opportunities.
Qualifications
- Bachelor's degree in Accounting or Finance.
- CPA designation preferred or equivalent.
- Minimum of 8 years of progressive accounting experience.
- Prior experience in Client Accounting Services (CAS), outsourced accounting, controllership, or public accounting.
- Strong financial reporting and advisory skills.
- Experience managing client relationships and supervising teams.
- Advanced knowledge of QuickBooks Online, Microsoft Excel, and cloud-based accounting platforms.
- Excellent communication and leadership abilities.
- Bilingual (Spanish and English) preferred.
Engagement Structure
- Independent Contractor Position
- Flexible work arrangement
- Opportunity for long-term engagement
- Competitive contractor compensation based on experience and scope of responsibilities
Why Join Our Team?
- Work with a diverse portfolio of growing businesses.
- Make a meaningful impact on clients' financial success.
- Collaborate with experienced professionals in a supportive environment.
- Help shape and grow a rapidly expanding CAS practice.
- Enjoy flexibility while contributing at a strategic level.
If you are passionate about helping businesses succeed and are looking for an opportunity to lead, advise, and grow with a forward-thinking firm, we encourage you to apply.
Join us and help build the future of our Outsourcing & Client Advisory Services Practice.