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Client Services Manager

Key Facts

Remote From: 
Full time
English

Other Skills

  • Budgeting
  • Forecasting
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Decision Making
  • Communication
  • Time Management
  • Organizational Skills
  • Detail Oriented
  • Prioritization
  • Relationship Building
  • Executive Presence
  • Problem Solving

Roles & Responsibilities

  • Bachelor’s Degree or equivalent work experience
  • 3+ years of relevant experience in operations or finance (5+ years preferred)
  • Strong decision-making, multitasking, attention to detail, and clear communication with internal teams and external corporate partners; ability to work under pressure and solve problems
  • Advanced proficiency in PowerPoint, Word, Excel, and Smartsheet for financial tracking and reporting; ability to interact with corporate leaders at a senior level

Requirements:

  • Account Operations and Relationship Support: act as a trusted internal resource, address account needs efficiently and in line with policies and contracts; anticipate operational and financial risks and propose solutions; collaborate with internal teams to resolve challenges and ensure smooth execution
  • Financial Management and Reconciliation: manage and oversee finances for assigned corporate accounts, perform financial reconciliation, and ensure alignment between contracts, invoices, and revenue; resolve discrepancies with Finance; support invoice readiness and revenue recognition
  • Financial Monitoring and Reporting: monitor financial performance, identify risks or variances, maintain complete financial records for audits, forecasting, renewals, and reporting; provide clear financial summaries and insights to leadership for decision-making
  • Compliance and Collaboration: ensure compliance with contractual obligations and internal policies; work with cross-functional teams to support successful delivery of account-funded initiatives and maintain strong relationships with corporate partners

Job description

Overview:

Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.

 

The American Heart Association has an excellent opportunity for a Client Services Manager for the National Corporate Relations Team. This is a remote position.  

 

In this role, you will provide operational and financial leadership across NCR’s $120M+ portfolio, ensuring financial integrity, compliance, and execution excellence. You will serve as a key operational partner to the National Corporate Relations team and cross-functional stakeholders, overseeing financial management, budgeting, reporting, and issue resolution to support the successful delivery of account-funded initiatives.

 

This role requires strong independent judgment, exceptional attention to detail, and the ability to navigate complex financial and operational processes while building and maintaining effective relationships with internal teams and external corporate partners.

 

The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.

 

#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedInInstagramFacebookX, and at heart.jobs.

Responsibilities:

 

Account Operations & Relationship Support

  • Act as a trusted internal resource, ensuring account needs are addressed efficiently, accurately, and in alignment with organizational policies and contractual agreements.
  • Anticipate operational and financial risks, proactively identifying issues and recommending solutions with minimal supervision.
  • Partner closely with internal teams to resolve account-related challenges and support smooth execution of initiatives.

Financial Management

  • Manage and oversee account finances for assigned corporate accounts, ensuring accurate tracking.
  • Perform and support financial reconciliation, ensuring alignment between contracts, invoices, recorded revenue, and investigate and resolve discrepancies in partnership with Finance.
  • Support invoice readiness, billing documentation, and revenue recognition processes to ensure timely and accurate financial transactions.
  • Monitor financial performance and proactively identify risks, variances, or compliance concerns.
  • Maintain complete, accurate financial records and documentation to support audits, forecasting, renewals, and internal and external reporting.
  • Provide clear financial summaries, insights, and reporting to leadership to support decision-making and account planning.

 

Qualifications:

 

  • Bachelor’s Degree or equivalent work experience
  • Minimum of three (3) years of relevant experience in operations or finance related roles. Five (5)+ years is preferred.

Demonstrated ability to:

  • Make sound decisions independently in a fast-paced environment
  • Manage multiple priorities with strong attention to detail
  • Communicate clearly and professionally with internal teams and external corporate partners
  • Decision making ability towards solving problems, while working under pressure and effectively communicating these solutions to co‑workers
  • Strong organizational, time management, and problem-solving skills.
  • Advanced proficiency in PowerPoint, Word, Excel, and Smartsheet including financial tracking and reporting.
  • Ability to effectively interact with corporate representatives and internal leaders at a senior level.
Compensation & Benefits:

The expected pay range is $75,000 - $85,000. Pay is commensurate with experience; geographic differentials to the pay range may apply. The American Heart Association reserves the right to pay more or less than the posted range.

 

The American Heart Association invests in its people. Here are the main components of our total rewards package.  Visit Rewards & Benefits to see more details.

 

  • Compensation – Our goal is to ensure you have a competitive base salary.  That’s why we regularly review the market value of jobs and make adjustments, as needed.

  • Performance and Recognition – You are rewarded for achieving success through annual salary planning and incentive programs;  eligibility for an incentive program is based on the type of position. 

  • Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution.  As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.

  • Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program.  Heart U is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.

  • Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees.  The number of days will increase based on seniority level.  You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.

  • Tuition Assistance - We support the career development of all employees.  This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.
 :

The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.


At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.

This position not a match with your skills? 
Click here to see other opportunities.

In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.

 

EOE/Protected Veterans/Persons with Disabilities

 

 

: #LI-DNP

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