Client Services Manager
Top Benefits
About the role
Company Overview It's Your Time Business Services Incis a boutique professional services firm providing high-touch, personalized client support. We are seeking an experiencedClient Services Managerto own client relationships, manage service delivery, and lead internal practitioners.
This isnot a sales role. There areno cold calls or quotas. Success in this role is measured by client satisfaction, operational excellence, and team performance.
Role Overview As a Client Services Manager, you are the primary point of contact for clients and the bridge between clients and internal practitioners. You ensure work is delivered on time, within scope, and to a high standard—while continuously improving processes and client experience.
Key Responsibilities
Client Onboarding & Relationship Management
- Lead structured new-client onboarding using clear checklists and timelines
- Run regular client check-ins and proactively address needs
- Build strong client relationships by understanding goals, preferences, and milestones
Practitioner Leadership & Coordination
- Delegate the majority of client work through Client Hub, maintaining high-level oversight
- Hold weekly one-on-ones with practitioners to review KPIs, provide feedback, and document progress
- Create and maintain training documentation using Loom and Tango
Operational Oversight & Reporting
- Review weekly timesheets and monitor client budgets
- Document and manage scope changes with client approval
- Prepare concise leadership reports covering project status, risks, and resource needs
Issue Resolution & Process Improvement
- Address client concerns promptly and professionally
- Lead post-incident reviews to identify root causes and implement improvements
- Continuously improve workflows, systems, and efficiency
Tools & Systems
- Maintain organized client documentation in SharePoint
- Manage credentials securely using 1Password and company security standards
- Use ClickUp to assign tasks and track progress
Growth Support
- Identify upsell opportunities based on client needs
- Collaborate with leadership to scale resources as client demand grows
Qualifications Experience & Skills
- 3+ years in client services, account management, or professional services
- Strong delegation, leadership, and organizational skills
- Experience with process improvement and service delivery
- Familiarity with tools such as Client Hub, SharePoint, BambooHR, 1Password, Loom, and Tango
Personal Attributes
- Excellent communicator with adaptable communication styles
- Detail-oriented, organized, and process-driven
- Empathetic, proactive problem-solver
- Comfortable managing multiple clients in a fast-paced environment
Job Type: Full-time
Benefits:
- Extended health care
About It's Your Time Business Services Inc
Managing your business should be fun and exciting; not a headache. Too often entrepreneurs are run off their feet with tasks that they don't want and aren't good at when they would rather be concentrating on building their business and working on projects. Bring some confidence and fun onto your team by working with It's Your Time, where our business is helping your business succeed.
After working for over 20 years in various industries and administrative roles our Founder, Amanda Mungal, felt that it was her time to find her time!
We are a team of excellent administrative consultants, bookkeepers and receptionists that are super generalists with our own specific passions and strengths. This ensures that we can meet all your needs with passion and enthusiasm.
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Client Services Manager
Top Benefits
About the role
Company Overview It's Your Time Business Services Incis a boutique professional services firm providing high-touch, personalized client support. We are seeking an experiencedClient Services Managerto own client relationships, manage service delivery, and lead internal practitioners.
This isnot a sales role. There areno cold calls or quotas. Success in this role is measured by client satisfaction, operational excellence, and team performance.
Role Overview As a Client Services Manager, you are the primary point of contact for clients and the bridge between clients and internal practitioners. You ensure work is delivered on time, within scope, and to a high standard—while continuously improving processes and client experience.
Key Responsibilities
Client Onboarding & Relationship Management
- Lead structured new-client onboarding using clear checklists and timelines
- Run regular client check-ins and proactively address needs
- Build strong client relationships by understanding goals, preferences, and milestones
Practitioner Leadership & Coordination
- Delegate the majority of client work through Client Hub, maintaining high-level oversight
- Hold weekly one-on-ones with practitioners to review KPIs, provide feedback, and document progress
- Create and maintain training documentation using Loom and Tango
Operational Oversight & Reporting
- Review weekly timesheets and monitor client budgets
- Document and manage scope changes with client approval
- Prepare concise leadership reports covering project status, risks, and resource needs
Issue Resolution & Process Improvement
- Address client concerns promptly and professionally
- Lead post-incident reviews to identify root causes and implement improvements
- Continuously improve workflows, systems, and efficiency
Tools & Systems
- Maintain organized client documentation in SharePoint
- Manage credentials securely using 1Password and company security standards
- Use ClickUp to assign tasks and track progress
Growth Support
- Identify upsell opportunities based on client needs
- Collaborate with leadership to scale resources as client demand grows
Qualifications Experience & Skills
- 3+ years in client services, account management, or professional services
- Strong delegation, leadership, and organizational skills
- Experience with process improvement and service delivery
- Familiarity with tools such as Client Hub, SharePoint, BambooHR, 1Password, Loom, and Tango
Personal Attributes
- Excellent communicator with adaptable communication styles
- Detail-oriented, organized, and process-driven
- Empathetic, proactive problem-solver
- Comfortable managing multiple clients in a fast-paced environment
Job Type: Full-time
Benefits:
- Extended health care
About It's Your Time Business Services Inc
Managing your business should be fun and exciting; not a headache. Too often entrepreneurs are run off their feet with tasks that they don't want and aren't good at when they would rather be concentrating on building their business and working on projects. Bring some confidence and fun onto your team by working with It's Your Time, where our business is helping your business succeed.
After working for over 20 years in various industries and administrative roles our Founder, Amanda Mungal, felt that it was her time to find her time!
We are a team of excellent administrative consultants, bookkeepers and receptionists that are super generalists with our own specific passions and strengths. This ensures that we can meet all your needs with passion and enthusiasm.