Consulting Services Manager

Location: Austin, TX or Virtual / Telecommute TX, LA, CT, OH, KY, AZ
Job Type: Full Time  / Salaried

General Overview

• QuickBooks training, consulting, troubleshooting, plus some bookkeeping duties.
• Onboarding, preparing, and transitioning clients.
• Acting as Primary Project Manager on projects involving multiple Consultants.
• Managing and mentoring consultants on your team.
• Interacting with clients and advising the company regarding CFO / Controller role and duties.
• Works with clients in a post-sale capacity.

Responsibilities

• Managing a team of services consultants, reviewing their work and billable time.
• Support existing clients with QuickBooks training and consultation, including software and process troubleshooting.
• The position also includes bookkeeping and accounting services for the hiring company, including but not limited to accounts receivable, accounts payable, reconciliation, and monthly closes.
• Managing projects on your own, or communicating any difficulty to your team and team leader.
• Acting as Primary Project Manager on projects involving multiple Consultants.
• Maintain accurate information in client files.
• Make appointments with new clients for training and other on-going services.
• Independently manage the clients and create opportunity.
• Use effective written and verbal communication skills externally with prospective clients, and internally with colleagues and managers.
• Use our online project management system as a key part of the communication of progress and status of pipeline and potential customers.
• Maintain an expected billable-hour percentage of 85%.
• Diligently logging your hours used as timecards in the CRM system.
• Other functions may be assigned as business conditions change.

Skills, Experience, and Knowledge

Required

• QuickBooks Enterprise experience 6+ years
• At least one of these certifications: QuickBooks Desktop Advanced Certification or QuickBooks Online Advanced Certification
• Controller or Management experience
• Intermediate accounting knowledge
• Intermediate project management skills
• Confidence in creating and managing multiple complex projects from beginning to end
• Intermediate PC/computer knowledge
• Microsoft Office proficiency
• Energetic, confident, team player, motivated to succeed
• Excellent oral and written communication skills
• Ability to work independently within a team dynamic without constant supervision
• Managing multiple complex projects
• Excellent customer support skills
• Software implementation experience
• Software data conversion / migration experience

Preferred

• Consulting Firm or CPA firm experience

Ideal Candidate:

• Diligent and dedicated
• Consistent
• Good customer relations
• “Owns” the project and customer
• Energetic, confident, team player, motivated to succeed
• Ability to work independently within a team dynamic without constant supervision

Education

Bachelor’s degree or higher

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