Client Operations Manager (Accounting Services) (Work From Home)

Persona is where the world’s best companies and the world’s best talent meet.We place exceptional people from 98 countries into full-time, long-term remote roles with the most ambitious companies on earth. Fortune 500 enterprises, fast-growing startups backed by Sequoia, Founders Fund, and Andreessen Horowitz, and high-performing companies of every size in between. Project management, operations, finance, design, marketing, customer success, and more. One person, one dedicated client, built to last.The bar is the highest in the industry. More than 200,000 people apply every month, and fewer than 1 in 2,000 are accepted. If you make it, you join a network of people who have cleared a standard most companies couldn’t recruit for on their own, and you get the kind of role that’s almost impossible to find on your own: industry-leading pay set against your experience and skill, real career growth, and a stable seat at a serious company, working from home, anywhere in the world.Persona was founded in 2018 by two Stanford graduates on a simple idea: talent is everywhere, but the systems that connect talent to opportunity are broken. We’re rebuilding them, and we’ve grown into one of the fastest-growing companies in the global talent industry doing it.We hire people who care about the craft of their work, take ownership without being asked, and want to build a career rather than just hold a job. If that’s you, we’d like to meet you.Role SummaryWe are hiring a Client Operations Manager for a high-touch boutique accounting firm. This is a client-facing, relationship-first role: you will be the dedicated point of contact for a portfolio of clients, managing communications, tracking monthly close progress, and making sure nothing falls through the cracks. The firm's transactional accounting team handles the actual bookkeeping and close work — your job is to keep clients informed, engaged, and on track.This role is purpose-built for the accounting services context: you must be conversant in financial concepts and close cycles, comfortable navigating client deadline misses with diplomacy, and able to translate between clients and internal accountants without performing the underlying accounting work yourself.This role is open to candidates based in LATAM.Key ResponsibilitiesOwn the client relationship for an assigned portfolio of accounting clients; serve as the primary point of contact via dedicated client inboxesTrack monthly close checklists, milestones, and deliverables in Asana; flag blockers proactivelyManage client communications with the right tone — knowing when to nudge, escalate, or reassureCoordinate with the internal accounting team to relay updates, gather documentation requests, and surface issuesHandle unresponsive clients or missed deadlines diplomatically and efficiently, keeping the close on trackTranslate accounting team requests into clear, non-technical asks for clients (and vice versa)Maintain accurate, up-to-date client records, status notes, and communications historyIdentify recurring friction points across the portfolio and partner on process improvementsSupport onboarding of new clients into the firm's close cadence and communication normsDrive client satisfaction, retention, and engagement across the portfolio over timeRequired Qualifications3+ years of experience in a client-facing role within accounting, finance, bookkeeping, or professional services (this is non-negotiable — generalist account management or SaaS CSM backgrounds will not be a fit)Strong relationship and account management skills — relationship-building is the core of the roleProject management mindset: highly organized, detail-oriented, and comfortable tracking many moving parts simultaneouslyConfident communicating financial and accounting concepts (month-end close, AP/AR, reconciliations, tax deadlines) to clients without performing the underlying accounting workProven ability to manage client expectations in a high-touch, low-ticketing environmentHands-on familiarity with project management tools (Asana strongly preferred; alternatives like ClickUp, Monday, or Trello acceptable)Excellent written and verbal English; able to write clear, polished client communicationsDiplomacy and emotional intelligence — comfortable nudging a deadline-missing client with grace and professionalismBased in LATAM and able to work U.S. business hours (PT, CT, or ET)Ability to commit long-term and full-timePreferred QualificationsHands-on accounting experience (bookkeeping, month-end close exposure, AP/AR coordination)Prior experience at a small or boutique accounting, bookkeeping, or professional services firmFamiliarity with QuickBooks Online, Xero, or NetSuite (as a user, not necessarily an operator)Experience with shared client inbox tools (Front, Help Scout, Missive) or CRM (HubSpot, Pipedrive)Bachelor's degree in Accounting, Finance, Business, or related fieldWorking knowledge of US tax-prep timelines (quarterly estimates, year-end close, 1099s)Prior experience supporting a portfolio of 10-30 concurrent client accountsTools & TechnologiesAsana, Google Workspace, Microsoft Office, Slack, Zoom, Loom, shared client inboxes (Front, Help Scout, Missive); QuickBooks Online / Xero (familiarity, not operation); HubSpot or comparable CRM (a plus)Core CompetenciesRelationship-driven with strong client empathyHighly organized across many concurrent accounts and close cyclesDiplomatic communicator — knows when to nudge, escalate, or reassureComfortable in the accounting services context without doing the accountingStrong follow-through; nothing falls through the cracksCalm and professional under deadline pressureTranslator between clients and internal accounting teamsProactive identifier of process gaps and improvement opportunitiesWhat We OfferBest salaries in the industryWork from anywhere permanentlyOpportunities for growth and advancementA fast-paced and collaborative environmentA warm, people-first company cultureGet paid in your currency of choiceFull benefitsThis is a full-time, long-term role, dedicated exclusively to one of our clients. All roles at Persona are 100% work-from-anywhere. Once hired, we will carefully match you to a client company that best suits your career background, skills, and goals.