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Manager In Client Accounting Services Jobs in Oregon

Kobie Marketing

Director, Client Services

Portland, OR · On-site +1

What you need to be successful * 10-12 years in client services, loyalty marketing, CRM, or enterprise program management, with significant experience in retail. * Proven ability to lead strategic ...

BerryDunn

$95K - $110K/yr

... services which include maintaining the full general ledger, journal entries, budgets, and client ... Actively participate in meetings as a key member of the outsourced accounting team. * Assist ...

PaulHood

Senior Client Communications Manager

$80K - $105K/yr

In response to this growth, we are seeking a Senior Client Communications Manager to help shape how ... Familiarity with tax, accounting, financial services, SaaS, or another high-trust category is a ...

Cotiviti

Overview The Client Services Manager (CSM) is responsible for coordinating the cross-functional ... Posts and maintains accurate, up-to-date client documentation in Cotiviti's library. * Manages the ...

company1236

Accounting Manager

Hood River, OR · On-site

$31.17 - $47.15/hr

Bachelor's Degree in Accounting, Finance, or Business-related field preferred * CPA or MBA a plus ... Ability to work and interact with department and client organizations * Strong computer aptitude ...

Vertech

Accounting Manager

As our Accounting Manager you'll be our day-to-day team leader. If you thrive in a fast-paced ... Experience in a project-based or service-based environment preferred * Experience with multi-entity ...

Withum

Cannabis Outsourced Accounting Manager

Portland, OR · Hybrid

$125K - $145K/yr

Withum has become synonymous with teamwork and client service excellence. The cornerstone of our ... Review and approve payroll processing and related filings in collaboration with client HR/payroll ...

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Manager In Client Accounting Services information

What is a manager in client accounting services?

A Manager in Client Accounting Services is a professional who oversees accounting operations for clients, often within an accounting firm or financial services company. They manage a team responsible for tasks such as bookkeeping, financial reporting, payroll, and compliance. Their role includes ensuring accuracy and timeliness of financial information, consulting clients on best practices, and maintaining strong client relationships. These managers also coordinate with other departments to deliver comprehensive financial solutions tailored to each client's needs.

What are the key skills and qualifications needed to thrive as a manager in client accounting services, and why are they important?

To thrive as a Manager in Client Accounting Services, you need strong accounting expertise, solid analytical skills, and typically a CPA or equivalent qualification. Familiarity with accounting software such as QuickBooks, Xero, or ERP systems, as well as experience in financial reporting and compliance, is essential. Excellent leadership, client relationship management, and communication skills help you lead teams and build client trust. These abilities are critical for delivering accurate financial services, meeting client expectations, and ensuring regulatory compliance.

How does a manager in client accounting services typically collaborate with clients and internal teams?

A Manager in Client Accounting Services serves as a key liaison between clients and the firm’s accounting staff. They regularly communicate with clients to understand their business needs, address concerns, and deliver tailored financial solutions. Internally, they coordinate with accountants, bookkeepers, and tax specialists to ensure accurate and timely completion of client deliverables. Strong interpersonal and project management skills are essential, as the role often involves balancing multiple client accounts and mentoring junior team members.

What is the difference between Manager In Client Accounting Services vs Bookkeeper?

AspectManager In Client Accounting ServicesBookkeeper
CredentialsTypically requires a CPA, accounting degree, or relevant certificationsOften requires basic bookkeeping certifications or high school diploma
Work EnvironmentManages client accounts, supervises staff, and interacts with clients in an accounting firm or departmentPerforms day-to-day transaction recording, often in an office or remotely
ResponsibilitiesOversees financial statements, reconciliations, and client reportingRecords transactions, maintains ledgers, and processes invoices

The Manager In Client Accounting Services typically holds advanced credentials and oversees complex accounting functions, while a Bookkeeper handles routine transaction recording. The manager role involves supervision and client interaction, whereas bookkeeping is more focused on data entry and record maintenance.

What are popular job titles related to Manager In Client Accounting Services jobs in Oregon? For Manager In Client Accounting Services jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Manager In Client Accounting Services jobs in Oregon look for? The top searched job categories for Manager In Client Accounting Services jobs in Oregon are:
What cities in Oregon are hiring for Manager In Client Accounting Services jobs? Cities in Oregon with the most Manager In Client Accounting Services job openings:
Manager In Client Accounting Services jobs near you

Director, Client Services

Kobie Marketing

Portland, OR • On-site, Remote

Full-time

Re-posted 23 days ago

Job description

Join a National Top Workplace 
 
Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We're always looking for talented individuals who are ready to join a collaborative, growth-focused culture. As a partner to some of the world's most recognized brands, we are leaders in loyalty, helping brands build lasting emotional connections with their consumers. 
 
Join Us from Anywhere 
While our headquarters are nestled in sunny St. Petersburg, Florida, Kobie embraces a flexible work environment, offering teammates the freedom to work remotely. We understand the importance of work-life balance and support our team with: 

         Flexible Time Off to recharge when needed 
         Nine Company-Wide Holidays 
         A diverse suite of benefits prioritizing your growth, development, and personal well-being 

Discover more about our perks and benefits here. 
 
Kobie is a values-led organization where we believe that everyone is a leader, regardless of their position or role. 


About the team and what we'll build together 

Kobie's Client Services team operates at the intersection of loyalty strategy, market intelligence, and enterprise relationship leadership. As Director, Client Services, you will lead strategic client relationships and oversee the delivery of loyalty programs that drive customer engagement and grow enterprise value. This role combines strategic vision with operational excellence, requiring strong leadership, deep industry expertise, and the ability to influence senior client stakeholders.

This role blends strategic thought leadership, technical fluency, analytical rigor, and exceptional relationship management. You will guide the evolution of loyalty programs, orchestrate cross-functional delivery, and champion innovations that create differentiated consumer experiences.

How you will make an impact

Strategic Program Leadership

  • Own client loyalty program strategy and performance, ensuring alignment with client objectives and KPIs.
  • Translate insights into actionable recommendations that optimize program ROI and member engagement.

Client Relationship Management

  • Build and maintain senior-level client relationships, acting as a trusted advisor.
  • Navigate organizational dynamics to anticipate challenges and proactively address risks.

Growth & Innovation

  • Identify opportunities for organic growth across services, technology, and analytics.
  • Co-create enhancements with clients to maintain competitive advantage.

Cross-Functional Orchestration

  • Partner with Technology, Product, Decision Science, and Strategy teams to deliver seamless program execution.
  • Influence internal priorities based on client needs and market trends.

Financial Accountability

  • Manage account-level budgets and profitability; forecast revenue and resource allocation.

Team Leadership

  • Mentor and develop team members; foster a culture of accountability and continuous improvement.
  • May lead direct reports or project teams depending on account scope.

Market & Competitive Insight

  • Monitor industry trends and competitor programs to inform strategic recommendations.
What you need to be successful
  • 10-12 years in client services, loyalty marketing, CRM, or enterprise program management, with significant experience in retail.
  • Proven ability to lead strategic accounts and manage senior client relationships.
  • Strong understanding of loyalty strategies, CRM platforms, and data-driven engagement.
  • Exceptional communication, strategic thinking, and problem-solving skills.
  • Experience managing budgets and driving growth within client portfolios.
  • Ability to lead and inspire cross-functional teams in a fast-paced environment.
  • Bachelor's degree required; advanced degree or relevant certifications preferred.
  • Ability to travel up to 20%, with peak periods up to 35%.
Who we are  As a trusted partner, Kobie delivers market-leading, end-to-end loyalty solutions designed to enable customer experiences for the world's most successful brands. We do this with a strategy-led technology approach that uncovers the truth behind what drives consumers on an emotional level. We believe that our team's passion and expertise are the driving forces behind our success and are proud to be named a Top Workplaces in the USA, where the best and brightest in loyalty drive our mission of growing enterprise value through loyalty. 
 
A place for all We celebrate and embrace diversity at Kobie! 
Employment at Kobie is based solely on an individual's merit and qualifications, which are directly related to professional competence. We do not discriminate against any teammate or applicant because of race,color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other characteristic protected by applicable law. 
 
We are fiercely committed to fostering a workplace where teammates can bring their authentic selves to work every day. Our DEI initiatives, including various committees, ensure that principles of equity, diversity, and inclusion are deeply ingrained throughout Kobie. While our leadership team fully supports our policy of nondiscrimination and equal opportunity, it is the responsibility of all teammates to uphold these values. 
 
Ready to join us? If you're ready to make an impact and grow in a supportive, innovative environment, we'd love to hear from you. Apply today and join the best and brightest in loyalty! 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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