客户组合经理
Client Portfolio Manager
作为客户组合经理，你将带领一个精干的团队，为你的客户组合提供财务运营解决方案。在这个职位上，你将推动客户关系，确保整个客户组合的高质量交付，并持续改进团队的运作方式。
你的主要职责是为小型企业带来财务清晰度和安心感，让他们能够专注于自己的热情并充满信心地成长。
你将是一个“建设者”，创建并验证一种新的团队模式。这个职位需要挑战者思维和对不确定性的适应能力，因为你将没有完整的操作指南，需要做出判断并随着模式的演变不断迭代。
## 核心职责
- **负责并交付客户工作**，直接与助理合作，确保质量、协调优先级并按时完成。
- **领导并发展助理**，设定明确的期望，平衡工作量，培养他们的技能和自主性。你将提供持续的指导和资源。
- **作为客户问题的主要升级点**，在需要时向领导提供背景信息和解决方案。你将领导解决团队内部发现的问题。
- **记录并优化新兴实践**，将学到的经验转化为可重复的过程，以实现规模化。
- **作为战略与执行之间的桥梁**——测试、学习并分享见解，以改进试点项目并为更广泛的采用提供依据。
## 该职位成功的标志
- **稳定的客户组合**：客户组合保持高留存率，客户满意且升级事件极少。
- **增长的团队**：你的助理们充满信心、得到支持，并因你的积极指导和授权而逐渐获得更大的自主性。
- **高效的运营**：工作分配均衡，新实践被记录并分享，以指导未来团队的结构和扩展。
- **灵活的领导力**：你能够接受不确定性，做出明智决策，并为团队树立适应变化的榜样。
- **主动的沟通**：领导层收到主动、以解决方案为导向的更新，提供清晰的信息，并在升级事件中至少提出一个解决方案。
## 核心素质
- **天生的好奇心**——经常问“为什么？”，深入研究流程，并寻找更好的做事方式。
- **挑战者思维**——不只是维持现有的工作方式；积极质疑现状并提出替代方案。
- **适应不确定性**——乐于面对模糊不清的情况，能够在复杂环境中做出有效决策。
查看英文原文
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.
Your 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.
You 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.
## Core Responsibilities
- **Own and deliver client work** across your portfolio, working directly alongside associates to ensure quality, coordinate priorities, and meet deadlines.
- **Lead and develop associates**, setting clear expectations, balancing workloads, and building their skills and autonomy. You will provide ongoing coaching and resources.
- **Serve 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.
- **Document and refine emerging practices**, turning lessons learned into repeatable processes that can scale.
- **Act as a bridge between strategy and execution**—test, learn, and share insights to improve the pilot and inform broader adoption.
## Success in This Role Looks Like
- **Stable Client Portfolio:** The portfolio maintains high retention, satisfied clients, and minimal escalations.
- **Growing Team:** Your associates are confident, supported, and increasing in autonomy due to your active coaching and delegation.
- **Efficient Operations:** Work is balanced, and new practices are documented and shared to inform how future teams are structured and scaled.
- **Adaptable Leadership:** You embrace ambiguity, make sound decisions, and model adaptability for your team.
- **Proactive Communication:** Leadership receives proactive, solution-oriented updates that provide clarity and frame escalations with at least one proposed solution.
## Core Attributes
- **Curious by nature** – asks “why?” often, digs into processes, and looks for better ways of doing things.
- **Challenger mindset** – doesn’t just maintain the current way of working; actively questions the status quo and suggests alternatives.
- **Comfortable with ambiguity** – operates without a fully mapped playbook, makes judgment calls, and adjusts as the model evolves.
## Skills & Experience
- **Client-facing confidence** – strong communicator who can manage relationships across a portfolio and set clear expectations.
- **Coaching ability** – helps associates grow into higher ownership roles; builds a small, resilient team culture.
- **Organizational agility** – skilled at prioritizing across multiple clients, reallocating work, and balancing team load.
- **Process-minded** – able to document, refine, and standardize as the new team model takes shape.
## Mindset & Leadership Style
- Treats the pilot as a **builder’s role**, not just a manager’s — creating and proving out a model.
- Willing to **test, learn, and iterate**, knowing not every idea will stick.
- Acts as a **bridge between strategy and execution**, keeping leadership informed while protecting associates from excess noise.
Pay range
Pay Range
$120,000—$120,000 USD
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_Supporting 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._