Client Accounting Advisory Services Manager

The Client Accounting & Advisory Services Manager (CAAS Manager) will play a critical, hands-on role in leading and managing the CAAS team, ensuring seamless service delivery, operational efficiency, and financial awareness and performance within their department. This role plays a pivotal part in overseeing strategy, revenue tracking, budget management, and cross-functional collaboration while ensuring satisfaction and team productivity.

The CAAS Manager will drive profitability, utilization, upskilling, allocation of work, maintain training and development, and ensure strong alignment between business goals and service execution. Additionally, this leader will serve as the first point of contact for staff concerns, escalations, and improvements, working proactively to enhance experience, engagement, and growth.

A portion of your role will involve billable client work, including direct client interactions, where you will leverage your accounting and advisory expertise to deliver services that drive client success and directly contribute to the firm’s revenue growth.

As a platinum Sage partner, TydeCo and our partner entities AWCape, Applico, and Lescault and Walderman, Inc. specialize in delivering cutting-edge ERP and HRP solutions such as Sage 300 Cloud and Sage Intacct. Our dedication to innovation, excellence, and client success ensures businesses not only adopt our solutions but thrive in competitive markets. If you're ready to lead in a fast-paced, high-impact environment, we invite you to be part of our journey.

This position will report to the Division Manager, CAAS. This position is fully remote and can be based anywhere in the U.S.

Key Responsibilities

Global Divisional Leadership & Support

• This role operates within a global framework requiring availability to support teams and meet deadlines across different time zones with international partners.
• Provide leadership support, including but not limited to division team absences or departures, to ensure timely submission of department reports, timesheets, and resource planning updates, maintaining operational continuity across assigned areas with full oversight of key responsibilities.
• May participate in US-based industry conferences and global networking groups to drive business growth. Focus on expanding services and identifying market opportunities that align with evolving client needs, ensuring both regional and international relevance.

Strategic Operational Leadership and Oversight

• Maintain strong operational systems and processes to drive efficiency, accuracy, and consistency across all functional areas, ensuring alignment with organizational goals and performance standards.
• Continuously identify and implement process enhancements to improve team performance, service delivery, and internal and external customer satisfaction.
• Ensure adherence to compliance and company policies, overseeing the correct implementation of all CAAS processes.
• Mitigate risks by staying updated on industry regulations and implementing proactive strategies.
• Oversee timesheet accuracy, billing accuracy, system efficiency, and administrative workflows to enhance operational effectiveness.
• Ensure the team meets key operational deadlines and deliverables, providing backup leadership when needed to maintain smooth dept operations.
• Promote accountability and the consistent achievement of high service standards, fostering a culture of operational excellence.
• They will also provide comprehensive backup support during team absences, ensuring seamless operations, maintaining workflow efficiency, and addressing any urgent matters that arise.

Client Project & Billing Management

• Must hit a minimum billable hours expectation.
• Maintain strong client relationships, proactively addressing billing concerns and resolving disputes efficiently.
• Oversee client escalations, proactively addressing billing concerns, resolving disputes efficiently, ensuring they are managed promptly and effectively, maintaining strong client relationships.
• Work with sales and account management teams to ensure client contracts align with service expectations and billing structures.
• Identify opportunities for service expansion with existing clients to drive additional revenue and enhance client retention.
• Oversee all projects to ensure efficient management, timely execution, risk mitigation, and alignment with revenue goals.

People & Productivity Management

• Lead, mentor, and develop a high-performing CAAS team, fostering a culture of accountability and excellence.
• Ensure effective resource allocation, workload distribution, and performance tracking to maximize team efficiency.
• Implement and monitor productivity metrics, ensuring optimal team performance and client satisfaction.
• Facilitate regular performance reviews, identify skill gaps, and develop corrective action plans where needed.
• Act as the first point of contact for employee concerns, ensuring fairness and equality within the department.

Reports and Performance Metrics

• Manage weekly and monthly departmental meetings to review progress and address concerns.
• Review time and performance reports for consultants on a weekly basis.
• Compile and distribute monthly reports on department performance, financials, and key KPIs.
• Lead your team to consistently meet performance targets, overseeing deliverables such as financial reporting, budgeting, and forecasting with precision.
• Implement and monitor key performance indicators (KPIs) to track and improve team performance, client retention, scalability benchmark, client satisfaction scores, and service delivery quality.

Training & Development

• Develop and implement a training schedule aligned with budget constraints to ensure continuous staff development.
• Create individual development plans (IDPs) for all team members to support career progression and role mastery.
• Monitor training completion and ensure employees receive necessary certifications and skills enhancement.

Cross-Functional Collaboration

• Partner with relevant departments to streamline service delivery and align with the firm's broader strategic objectives.
• Act as the primary point of contact between your team and senior leadership, ensuring alignment on key initiatives and service priorities.

Cross-Functional Support & Client Retention

• Collaborate with other departments, including Sales and Finance, to support smooth service operations.
• Assist Sales in driving new business opportunities and upselling payroll and HRP services.
• Provide technical assistance where needed to ensure cross-functional success.
• Work closely with the Sales team to establish strong client communication strategies, ensuring regular engagement.
• Intervene in client disputes or concerns that cannot be managed at the team level, ensuring quick resolution.

Innovation & Change Leadership

• Foster a culture of innovation, encouraging the adoption of new technologies and approaches that improve client service and operational effectiveness.
• Lead your team through organizational and technological changes, ensuring a smooth transition to new systems and processes while maintaining productivity.

Leadership & Team Development

• Lead, mentor, and inspire a dedicated team of employees, setting clear performance expectations and fostering a high-performance culture centered on collaboration, trust, and accountability.
• Actively support the professional development of team members by providing feedback, coaching, and training, ensuring continuous learning and career progression.
• Collaborate with leadership and team members to develop, document, and implement best practices, methodologies, and tools for efficient and effective task execution.

Continuous Improvement & Innovation

• Identify opportunities for improving internal processes, systems, and service offerings, driving innovation and enhancing the overall efficiency and effectiveness of the Implementation Team.
• Stay abreast of the latest industry trends, and emerging technologies to provide informed recommendations and maintain a competitive edge.

Key Attributes

• Strategic Vision and Thinking: As a CAAS Manager, your leadership will drive cross-functional collaboration, ensuring operational efficiency, strategic alignment, and the successful execution of key initiatives. You will anticipate challenges, optimize processes, and oversee projects to meet organizational objectives and performance standards.
• Client-Focused Excellence: You place a premium on client satisfaction by deeply understanding their unique financial processes and respective business need. Lead your team to consistently surpass expectations through exceptional service and tailored solutions. Building and nurturing strong, trust-based relationships, and providing continuous support, are integral to your role in driving client success and long-term loyalty.
• Analytical and Problem-Solving Skills: With insightful analysis and innovative problem-solving, you excel at identifying operational efficiencies and opportunities for improvement. Your ability to assess complex challenges, develop strategic solutions, and make informed decisions under pressure is essential for driving performance and achieving organizational success.
• Adaptability and Accountability: Thriving in a dynamic environment, you are proactive in establishing a culture of accountability where performance goals are met and exceeded. Drive results with precision, setting clear, actionable metrics and holding yourself and your team to the highest standards of success.
• Collaborative and Communicative: Known for your ability to work effectively across teams, you foster collaboration and alignment across departments. Your willingness to contribute beyond your primary responsibilities, support company initiatives, and drive cross-functional teamwork is integral to your leadership approach. Clear, consistent communication is key to managing expectations, delivering results, and developing a future-ready workforce to achieve shared organizational goals.
• Leadership in Change Management: Lead team members through the complexities of change management with expertise and confidence. Your role is crucial in managing expectations and guiding the team through transitions, ensuring that changes are implemented smoothly and that success is achieved throughout the process.

Work Environment

Work can take place either in an open office setting or remote setting with the expectation to travel onsite based on business and management needs. This is a full-time position that requires the ability to work a flexible and regular full-time schedule. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer.

About Us

TydeCo is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from qualified candidates of all backgrounds, regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy, maternity, or any other legally protected characteristics.

Qualifications

• 15+ experience with 5 years minimum leadership experience in CAAS, or related professional services.
• Bachelor’s degree in Business Administration-Accounting or Finance, or related field or in lieu of degree 17+ years of relevant experience.
• Strong expertise in CAAS systems and compliance processes.
• 5+ years of Intacct experience
• 10+ years of QuickBooks Online QBO.
• 5+ years working in a multi-client, multi-time zone environment.
• Experience in managing teams, developing training programs, and optimizing workforce productivity.
• Excellent communication and interpersonal skills, with the ability to collaborate cross-functionally.

Preferred Experience

• Demonstrated success in driving operational efficiency, process improvements, and cost optimization.
• Experience managing teams within a remote global or multi-regional environment.
• Knowledge of employment laws, tax regulations, and payroll compliance standards.
• Background in process automation and payroll technology solutions.
• Experience using FloQast, Monday, Keeper or similar Accounting Task Document Management systems.
• Strong experience in client retention strategies and business development initiatives.