{"id":539102,"url":"https://alion.io/job/forrest-johnson-client-advisory-manager","title":"Client Advisory Manager","company":{"id":4172,"name":"Forrest Johnson","domain":"forrestjohnson.com","url":"https://alion.io/company/forrest-johnson","size_band":"51-200","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"SmartRecruiters","truth_index":{"grade":"A","score":89,"open_postings":11,"ghost_share":0,"stale_share":0.455,"repost_share":0,"time_to_fill_p50_days":58,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Auburn, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-05-04T15:25:36Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-24T13:03:44Z","board_verified":true,"closed_at":null,"days_open":172,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":172},"description":"At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis.\nOur foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms.\nThis unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve.\nAs a Client Advisory Manager, you will be the cornerstone of our client-centric approach, dedicated to nurturing and expanding relationships with our existing client base. You will manage a portfolio of clients and serve as the primary point of contact, ensuring a high level of service and responsiveness. In addition to relationship management, you will oversee the delivery of core accounting and advisory services, ensuring financial statements, tax work, and related deliverables are completed accurately and on time. Your role will be centered on understanding evolving client needs, ensuring satisfaction, and proactively identifying opportunities for growth.\nYour job responsibilities will include but not be limited to:\nAccount Management\nManage large, named, key client accounts\nManage all services provided to assigned clients including monthly financial statement delivery, tax returns and related deliverables.\nMonitor client engagements to ensure quality service delivery and client expectations are met.\nClient Retention and Satisfaction\nBuild and maintain strong relationships with existing clients, ensuring their satisfaction with our services.\nAct as the main point of contact for client inquiries, concerns, and feedback.\nClient Growth\nIdentify opportunities for upselling additional services to existing clients based on their evolving needs.\nCollaborate with the internal teams to introduce clients to new offerings and value-added services.\nCross-functional Collaboration\nAs a key member of the service delivery team, this role will work closely with internal teams, including financial operations, tax, and firm administration to ensure seamless client experiences.\n\nClient Advocacy\nAct as a client advocate within the firm, providing insights and feedback to improve client satisfaction and address any challenges.\n\n Bachelor's degree in Business, Accounting, or related field\nProven experience in client management, account management, or a related role\nStrong understanding of accounting and financial services\nTax planning experience is strongly preferred\nKnowledge of or the ability to learn new accounting and tax systems\nExcellent communication and interpersonal skills\nDetail-oriented with a focus on client success\n We offer competitive compensation packages, health benefits, and a collaborative work environment.\nPivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.\nThis job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.","description_format":"text","description_chars":3890,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-09-08T08:15:56Z"}],"visa":[],"liveness":{"score":6,"band":"cold","label":"Long shot","p_open":1,"p_active":0.212,"p_room":0.28,"age_days":172,"expected_fill_days":58,"reasons":["conf:1","agency","win:tail","crowd:"],"computed_at":"2026-10-24T06:02:35Z"},"pay":null,"html_url":"https://alion.io/job/forrest-johnson-client-advisory-manager","json_url":"https://alion.io/job/forrest-johnson-client-advisory-manager.json","meta":{"generated_at":"2026-10-24T14:28:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":20639,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4172},"rest":"https://alion.io/mcp/rest/get_company?id=4172"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fforrest-johnson-client-advisory-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fforrest-johnson-client-advisory-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fforrest-johnson-client-advisory-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/forrest-johnson-client-advisory-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fforrest-johnson-client-advisory-manager"}]}