Client Success Manager (Finance) | Permanent WFH

We are seeking a results-driven Client Success Manager – Finance to build and maintain strong relationships with our US-based clients while ensuring the success, performance, and retention of deployed Finance professionals.

This role serves as the bridge between the client, deployed team members, and internal BizForce teams, ensuring expectations are aligned, performance targets are achieved, and client accounts continue to grow. The ideal candidate is a confident communicator, strong relationship builder, and proactive problem-solver who can manage multiple client accounts while driving both retention and account expansion.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for assigned US-based clients.
• Build and maintain strong, trusted relationships with key client stakeholders.
• Conduct regular client check-ins, business reviews, and feedback sessions.
• Establish and monitor clear client expectations, workflows, service standards, and KPIs.
• Proactively identify client concerns, satisfaction risks, and potential churn indicators.
• Develop and implement action plans to address client concerns and strengthen relationships.
• Partner with Sales to identify account growth, expansion, and additional staffing opportunities.
• Maintain a strong understanding of each client's business, goals, processes, and staffing needs.
  
  

Deployed Team Performance Management

• Manage, coach, and support deployed BizForce Finance professionals across assigned client accounts.
• Monitor productivity, quality, attendance, reliability, and overall performance.
• Ensure deployed personnel remain aligned with client processes, standards, and expectations.
• Conduct regular performance discussions and provide actionable feedback and coaching.
• Create and monitor performance improvement plans when necessary.
• Address employee engagement, performance, attendance, and workplace concerns in partnership with HR and Operations.
• Recognize high performers and identify opportunities for professional development.
• Escalate critical performance or client issues appropriately and ensure timely resolution.
  
  

Account Growth & Retention

• Monitor client health, engagement, satisfaction, and staffing trends.
• Identify opportunities to increase headcount within existing accounts.
• Recommend additional Finance roles or BizForce services based on client needs.
• Support upselling and cross-selling initiatives in partnership with Sales.
• Develop account retention strategies for at-risk clients.
• Maintain strong engagement with clients to reinforce the value of BizForce services.
• Contribute to revenue growth through successful client retention and account expansion.
  
  

Operational Coordination

• Coordinate the onboarding and deployment of new personnel with clients and internal teams.
• Ensure smooth communication and handoffs between clients, deployed employees, Recruitment, HR, and Operations.
• Facilitate resolution of client and employee concerns in a timely and professional manner.
• Maintain accurate client, employee, placement, and account information in the CRM/ATS, including Bullhorn.
• Track account activities, client feedback, performance concerns, and follow-up actions.
• Ensure required client documentation and account information are consistently updated.
• Support internal teams in delivering a seamless client and employee experience.
  
  

Qualifications

• 3–6+ years of experience in Client Success, Account Management, Operations, Staffing, BPO, or a related field.
• Proven experience managing client relationships and handling client-facing responsibilities.
• Experience managing, supporting, or overseeing remote or outsourced teams.
• Strong experience in performance management, coaching, and employee engagement.
• Excellent verbal and written communication skills.
• Strong problem-solving, organizational, and follow-through skills.
• Ability to manage multiple client accounts and priorities simultaneously.
• Strong business judgment and the ability to handle sensitive client and employee concerns professionally.
• Willingness and flexibility to work US business hours.
  
  

Perks

• Permanent Work From Home
• Leave Credits
• Monetary Allowance
• Annual Bonus
• Weekly Paychecks
• Fixed Weekends Off
• Thriving Company Culture with Complete Autonomy
• Exclusive Specialized Training Programs
• Unlock Your Potential with a Highly Competitive Salary
  
  

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Who are we?

BizForce is one of the fastest-growing global outsourcing companies in the world, founded in the US in Tucson, Arizona and is now operational in PH!

Our Commitment to delivering high-quality results for our clients and the only way to do that is ensuring a rewarding, respectful and productive experience for our employees. We hold the same values for both our customers and our employees.