Client Success Manager Accounting & Corporate Services

About the Role

We are looking for a proactive andcommercially driven Client Success Manager to manage a portfolio of corporate clients across accounting, tax and corporate services.

This is a client-facing and commercial role rather than an accounting production role. You will be responsible for maintaining strong client relationships, coordinating service renewals, managing billing and collections, identifying additional service opportunities, and ensuring clients are properly handed over to the service delivery team.

The ideal candidate is highly organised, commercially minded, comfortable managing a large portfolio of clients, and able to perform effectively in a fast-paced and high-pressure environment.

Key Responsibilities

• Manage a large portfolio of corporate clients including family office, corporate clients and serve as their primary commercial relationship contact.
• Build and maintain strong long-term relationships with clients.
• Manage service renewals, quotations, billing, invoicing and collection follow-ups.
• Drive revenue growth, upselling and cross-selling across accounting, tax, corporate secretarial, payroll and other corporate services.
• Monitor client satisfaction and retention, identify at-risk clients early, and coordinate appropriate retention actions.
• Confirm service scope, fees and client requirements before handing engagements over to the accounting/service delivery team.
• Conduct client meetings and communicate clearly on commercial and service-related matters.
• Coordinate closely with Accounting, Tax, Corporate Secretarial, Finance and other internal teams.
• Maintain accurate client, revenue, billing and collection records and provide regular updates on portfolio performance.
• Manage multiple clients, priorities, deadlines and follow-ups simultaneously in a fast-paced environment.
• Escalate significant client, payment or commercial issues to management when required.

Requirements

• Minimum 2 years of relevant working experience is mandatory, preferably in client relationship management, account management, customer service, sales, professional services, accounting firms, corporate services or a related field.
• Proven experience in client servicing, sales and client communication.
• Strong commercial awareness and confidence discussing quotations, fees, renewals and service opportunities with clients.
• Able to communicate professionally with Chinese-speaking clients.
• Good command of English for internal and external business communication.
• Strong relationship-building and interpersonal skills.
• Able to manage a large portfolio of clients while maintaining strong follow-up and attention to detail.
• Highly organised with strong ownership and execution skills.
• Comfortable working with revenue targets, collection targets and client retention KPIs.
• Able to work effectively under pressure, manage competing priorities and handle demanding client situations professionally.
• Proactive and willing to follow matters through to completion rather than simply passing issues to other departments.
• Experience in accounting, tax, corporate secretarial or corporate services will be a strong advantage

Key Performance Areas

Performance will primarily be measured based on:

• Revenue and sales performance
• Client renewals and retention
• Billing and collection performance
• Upselling and cross-selling
• Client relationship management
• Portfolio management and follow-up discipline

What We Are Looking For

We are looking for someone who combines strong client relationship skills with commercial ownership.

You should be comfortable managing many clients at the same time, following up consistently, handling pressure and difficult conversations, and taking ownership of revenue, collection and client retention.

This role is particularly suitable for someone who enjoys working with clients and driving commercial results.