Client Account Manager
Top Benefits
About the role
About Us
At It’s Your Time Business Services Inc., we pride ourselves on delivering boutique, personalized support to our clients. As a Client Account Manager (CAM), you’ll be the strategic bridge between our clients and internal practitioners, ensuring seamless service delivery, fostering strong relationships, and continuously improving processes.
Key Responsibilities
- Client Onboarding & Relationship Management
- Lead new-client onboarding: develop trust through transparent, structured checklists.
- Schedule and run regular client check-ins, share industry insights, and proactively address needs.
- Build rapport by understanding each client’s goals, preferences, and milestones (e.g., birthdays, anniversaries).
- Practitioner Leadership & Development
- Delegate ~80% of client work via Client Hub, reserving 20% for high-level oversight.
- Conduct weekly one-on-ones: set clear KPIs, provide balanced feedback, and document notes in Sage.
- Design and maintain “how-to” training guides using Loom and Tango for effective knowledge transfer.
- Operational Oversight & Reporting
- Review weekly timesheets for accuracy (billable vs. non-billable) and monitor budget health.
- Obtain and document client approval for scope changes; post approvals in Scope Creep chat.
- Produce concise leadership reports: project status, wins, challenges, and resource needs.
- Conflict Resolution & Process Improvement
- Address client issues with prompt acknowledgment, ownership, and follow-up to ensure satisfaction.
- Debrief practitioners post-incident: identify root causes, co-create solutions, and set clear improvement goals.
- Continuously map workflows, spot bottlenecks, and implement efficiency-driven processes with stakeholder buy-in.
- Tools & Systems Management
- Maintain client documents in SharePoint using standardized naming conventions.
- Securely manage credentials in 1Password; enforce company vault and two-factor protocols.
- Leverage ClickUp for task assignment and progress tracking; uphold best practices.
- Business Development
- Regularly identify upsell opportunities by reviewing client needs and positioning new services as value enhancers.
- Collaborate with leadership to scale resources when client demands grow.
What We're Looking For
- Experience & Skills
- 3+ years in client account management, professional services, or related field.
- Proven delegation and team-leadership capabilities.
- Strong time-management, conflict-resolution, and process-improvement skills.
- Proficiency with tools: Client Hub , SharePoint, BambooHR, 1Password, Loom, Tango.
- Personal Attributes
- Exceptional communicator: adapts style to client preferences, from concise summaries to detailed reports.
- Highly organized with an eye for detail and a passion for operational excellence.
- Empathetic listener, proactive problem-solver, and relationship builder.
- Comfortable juggling multiple clients and priorities in a fast-paced environment.
Job Type: Full-time
Pay: $50,000.00-$55,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Work Location: In person
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.
Client Account Manager
Top Benefits
About the role
About Us
At It’s Your Time Business Services Inc., we pride ourselves on delivering boutique, personalized support to our clients. As a Client Account Manager (CAM), you’ll be the strategic bridge between our clients and internal practitioners, ensuring seamless service delivery, fostering strong relationships, and continuously improving processes.
Key Responsibilities
- Client Onboarding & Relationship Management
- Lead new-client onboarding: develop trust through transparent, structured checklists.
- Schedule and run regular client check-ins, share industry insights, and proactively address needs.
- Build rapport by understanding each client’s goals, preferences, and milestones (e.g., birthdays, anniversaries).
- Practitioner Leadership & Development
- Delegate ~80% of client work via Client Hub, reserving 20% for high-level oversight.
- Conduct weekly one-on-ones: set clear KPIs, provide balanced feedback, and document notes in Sage.
- Design and maintain “how-to” training guides using Loom and Tango for effective knowledge transfer.
- Operational Oversight & Reporting
- Review weekly timesheets for accuracy (billable vs. non-billable) and monitor budget health.
- Obtain and document client approval for scope changes; post approvals in Scope Creep chat.
- Produce concise leadership reports: project status, wins, challenges, and resource needs.
- Conflict Resolution & Process Improvement
- Address client issues with prompt acknowledgment, ownership, and follow-up to ensure satisfaction.
- Debrief practitioners post-incident: identify root causes, co-create solutions, and set clear improvement goals.
- Continuously map workflows, spot bottlenecks, and implement efficiency-driven processes with stakeholder buy-in.
- Tools & Systems Management
- Maintain client documents in SharePoint using standardized naming conventions.
- Securely manage credentials in 1Password; enforce company vault and two-factor protocols.
- Leverage ClickUp for task assignment and progress tracking; uphold best practices.
- Business Development
- Regularly identify upsell opportunities by reviewing client needs and positioning new services as value enhancers.
- Collaborate with leadership to scale resources when client demands grow.
What We're Looking For
- Experience & Skills
- 3+ years in client account management, professional services, or related field.
- Proven delegation and team-leadership capabilities.
- Strong time-management, conflict-resolution, and process-improvement skills.
- Proficiency with tools: Client Hub , SharePoint, BambooHR, 1Password, Loom, Tango.
- Personal Attributes
- Exceptional communicator: adapts style to client preferences, from concise summaries to detailed reports.
- Highly organized with an eye for detail and a passion for operational excellence.
- Empathetic listener, proactive problem-solver, and relationship builder.
- Comfortable juggling multiple clients and priorities in a fast-paced environment.
Job Type: Full-time
Pay: $50,000.00-$55,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Vision care
Schedule:
- Monday to Friday
Work Location: In person
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.