Client Engagement Manager

MyHR Partner, Inc•Plantation, FL

5d•$60,000•Onsite

About The Position

We're looking for a Client Engagement Manager who thrives on accuracy, ownership, and serving clients well. This role sits within our Operations team and reports to the AP Leader. You'll serve as the primary point of contact for board members, property managers and community stake holders ensuring the financial services such as monthly statements, budgeting, assessments and vendor payments are delivered accurately and on time. This isn't a "just process the paperwork" job. You're the person who makes sure the associations pay their bills on time, vendors stay happy, deposits are posted, financials are completed, and nothing slips through the cracks. You'll work in Vantaca (our property management platform) and be responsible for your clients' financial health.

Requirements

Experience in client service, account management, or customer success (preferably within accounting, finance, or professional services).
Strong communication and interpersonal skills.
Ability to manage multiple clients and priorities simultaneously.
Highly organized, detail-oriented, and deadline-driven.
Proficient in MS Office (Excel, Outlook): experience with Vantaca or similar property management software a plus.
Ability to guide non-financial stakeholders (board members, property managers) through software for latest status or next step”
Comfort working with metrics and KPIs to track client satisfaction and service delivery performance.
Manage client expectations during high-volume periods (budget season, year-end) through proactive communication and status updates.

Responsibilities

Serve as the primary liaison for a portfolio of clients, maintaining strong, long-term relationships.
Coordinate delivery of accounting, bookkeeping, payroll, and advisory services.
Gather client financial information and ensure accurate and timely documentation is provided to relevant teams.
Monitor project timelines and deliverables, ensuring deadlines for monthly closes, tax filings, and financial reports are met.
Identify opportunities to improve client processes, offer value-added services, and support clients’ business goals.
Lead the onboarding of new clients, including setup, expectations, and communication plans.
Resolve client inquiries and escalate complex technical matters to senior accountants when needed.
Collaborate with accountants, accounts receivable, accounts payable and leadership to ensure high-quality service delivery.
Track service performance metrics and contribute to continuous improvement initiatives.