Job Description

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: $55,000.00-$60,000.00 per year

Benefits:

Company events Dental care Disability insurance Extended health care Life insurance Paid time off Vision care
Work Location: In person