{"id":849764,"url":"https://alion.io/job/supporting-strategies-client-portfolio-manager-controller","title":"Controller","company":{"id":2603,"name":"Supporting Strategies","domain":"supportingstrategies.com","url":"https://alion.io/company/supporting-strategies","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"D","score":50,"open_postings":23,"ghost_share":0.826,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":120000,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-22T23:49:15Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-10-27T22:07:09Z","board_verified":true,"closed_at":null,"days_open":97,"trust":{"level":"ghost","repost_count":0,"flags":["stale","company_stale"],"days_open":96},"description":"As a Client Portfolio Manager, you will lead a compact team to deliver financial operations solutions to your client portfolio. In this role, you will drive client relationships, ensure quality delivery across your portfolio, and continuously improve how your team operates. \nYour primary purpose is to bring financial clarity and peace of mind to small businesses so they can focus on their passions and grow with confidence.\nYou will be a \"builder,\" creating and proving out a new team model. This role requires a challenger mindset and a comfort with ambiguity, as you will operate without a fully mapped playbook, making judgment calls and iterating as the model evolves.\nCore Responsibilities\nOwn and deliver client work across your portfolio, working directly alongside associates to ensure quality, coordinate priorities, and meet deadlines.\nLead and develop associates, setting clear expectations, balancing workloads, and building their skills and autonomy. You will provide ongoing coaching and resources.\nServe as the primary escalation point for client issues, providing context and solutions to leadership when needed. You will lead the mitigation and resolution of issues identified within your team.\nDocument and refine emerging practices, turning lessons learned into repeatable processes that can scale.\nAct as a bridge between strategy and execution -test, learn, and share insights to improve the pilot and inform broader adoption.\nSuccess in This Role Looks Like\nStable Client Portfolio: The portfolio maintains high retention, satisfied clients, and minimal escalations.\nGrowing Team: Your associates are confident, supported, and increasing in autonomy due to your active coaching and delegation.\nEfficient Operations: Work is balanced, and new practices are documented and shared to inform how future teams are structured and scaled.\nAdaptable Leadership: You embrace ambiguity, make sound decisions, and model adaptability for your team.\nProactive Communication: Leadership receives proactive, solution-oriented updates that provide clarity and frame escalations with at least one proposed solution.\nCore Attributes\nCurious by nature - asks “why?” often, digs into processes, and looks for better ways of doing things.\nChallenger mindset - doesn’t just maintain the current way of working; actively questions the status quo and suggests alternatives.\nComfortable with ambiguity - operates without a fully mapped playbook, makes judgment calls, and adjusts as the model evolves.\nSkills & Experience\nClient-facing confidence - strong communicator who can manage relationships across a portfolio and set clear expectations.\nCoaching ability - helps associates grow into higher ownership roles; builds a small, resilient team culture.\nOrganizational agility - skilled at prioritizing across multiple clients, reallocating work, and balancing team load.\nProcess-minded - able to document, refine, and standardize as the new team model takes shape.\nMindset & Leadership Style\nTreats the pilot as a builder’s role, not just a manager’s - creating and proving out a model.\nWilling to test, learn, and iterate, knowing not every idea will stick.\nActs as a bridge between strategy and execution, keeping leadership informed while protecting associates from excess noise.\nPay range\nPay Range\n$120,000—$120,000 USD\nAs online scams are rampant, don’t fall victim to fraud. Supporting Strategies will never seek payment from you or request personal information from you prior to extending a job offer. Our interview process is always a combination of a phone and video interviews; a job offer will never be extended via online chat.\nSupporting Strategies is deeply committed to creating a diverse and inclusive workforce. A diverse workforce is not just attained but is built upon a culture of inclusion and belonging. Supporting Strategies is an Equal Opportunity Employer.","description_format":"text","description_chars":3884,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Accounting & Bookkeeping Services"],"lifecycle":[{"event":"open","at":"2026-09-13T02:56:25Z"}],"visa":[],"liveness":{"score":5,"band":"cold","label":"Long shot","p_open":1,"p_active":0.186,"p_room":0.28,"age_days":96,"expected_fill_days":25,"reasons":["conf:1","stale_co","ghost","win:tail","crowd:"],"computed_at":"2026-10-27T05:46:45Z"},"pay":{"stated_usd_annual":120000,"is_top_pay":true},"html_url":"https://alion.io/job/supporting-strategies-client-portfolio-manager-controller","json_url":"https://alion.io/job/supporting-strategies-client-portfolio-manager-controller.json","meta":{"generated_at":"2026-10-28T01:17:17Z","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":1598,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-29T00:00:00Z"}},"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":2603},"rest":"https://alion.io/mcp/rest/get_company?id=2603"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsupporting-strategies-client-portfolio-manager-controller"},{"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%2Fsupporting-strategies-client-portfolio-manager-controller"},{"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%2Fsupporting-strategies-client-portfolio-manager-controller"},{"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/supporting-strategies-client-portfolio-manager-controller\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsupporting-strategies-client-portfolio-manager-controller"}]}