Client Accounting Manager

About the role

Reporting to the Vice President of Client Experience, you will help schools maintain accurate financial records and successfully manage their accounting workflows using Clarity software. You will serve as the accounting subject-matter expert and escalation point for implementation and client success teams.

Responsibilities

• Build playbooks, documentation, and repeatable processes to scale this function, including identifying tasks that should be handled by Client Success Managers (CSMs).
• Diagnose whether recurring issues stem from configuration, training, or product gaps, and feed insights back to the product team.
• Translate schools' accounting requirements into correct Clarity configuration, partnering with implementation on complex or non-standard setups.
• Review and validate school account configurations in Clarity, identifying setup errors and edge cases before they cause downstream problems.
• Advise schools on the correct accounting treatment for their specific situation and help them recognize when their current approach is incorrect.
• Support monthly account reconciliations and resolve discrepancies for school clients.
• Assist school clients with audit preparation.
• Analyze client account mapping and identify opportunities for improvement in accordance with best practices.
• Attend regular team and company meetings.
• Perform other duties as assigned.

Requirements

• A minimum of 3 years of experience in public accounting, bookkeeping, outsourced accounting services, or a related accounting profession.
• Experience working in software systems that act as a subsidiary ledger for organizations (ideally a billing system).
• Strong understanding of general ledger accounting, journal entries, reconciliations, month-end close, and financial reporting.
• Ability to handle multiple projects simultaneously while maintaining exceptional attention to detail, accuracy, and responsiveness.
• Comfortable analyzing financial data and identifying discrepancies.
• Experience explaining accounting concepts to non-accounting stakeholders.
• Sound judgment about when to advise, escalate, or push back on a school's approach.
• Experience with QuickBooks, Sage Intacct, NetSuite, or similar financial systems.
• A current CPA license is a plus but not required.
• Growth mindset and desire to join a rapidly growing team.
• Excellent organizational, time management, and communication skills.
• Advanced spreadsheet skills.
• Comfort operating in ambiguity and building structure where none exists yet.

Benefits

• Competitive compensation and stock options.
• 100% company-sponsored health, medical, and dental insurance.
• Remote-first work environment with team and company offsites.
• Opportunity to grow with a rapidly expanding organization.