What are the responsibilities and job description for the Client Engagement Manager position at Juda, Eskew & Associates, LLC?
About the Role
We are seeking a highly organized and client-focused Client Engagement Manager to support our portfolio of condominium associations, homeowners’ associations (HOAs), and related community associations. In this role, you will act as the primary point of contact for board members, property managers, and community stakeholders, ensuring that financial services such as monthly statements, budgeting, assessments, and vendor payments are delivered accurately and on time.
Key Responsibilities
- Serve as the primary liaison for a portfolio of clients, maintaining strong, long-term relationships.
- Coordinate delivery of accounting, bookkeeping, payroll, and advisory services.
- Gather client financial information and ensure accurate and timely documentation is provided to relevant teams.
- Monitor project timelines and deliverables, ensuring deadlines for monthly closes, tax filings, and financial reports are met.
- Identify opportunities to improve client processes, offer value-added services, and support clients’ business goals.
- Lead the onboarding of new clients, including setup, expectations, and communication plans.
- Resolve client inquiries and escalate complex technical matters to senior accountants when needed.
- Collaborate with accountants, accounts receivable, accounts payable and leadership to ensure high-quality service delivery.
- Track service performance metrics and contribute to continuous improvement initiatives.
Qualifications
Required:
- Experience in client service, account management, or customer success (preferably within accounting, finance, or professional services).
- Strong communication and interpersonal skills.
- Ability to manage multiple clients and priorities simultaneously.
- Highly organized, detail-oriented, and deadline-driven.
- Proficient in MS Office (Excel, Outlook): experience with Vantaca or similar property management software a plus.
- Ability to guide non-financial stakeholders (board members, property managers) through software for latest status or next step”
- Comfort working with metrics and KPIs to track client satisfaction and service delivery performance.
- Manage client expectations during high-volume periods (budget season, year-end) through proactive communication and status updates.
Preferred:
- Bachelor’s degree in business, Accounting, Communication or related field.
- Experience in property management or accounting-firm environment.
- Familiarity with financial statements, accounts payable and accounts receivable.
Skills & Competencies
- Relationship-building and client-focused mindset
- Problem-solving and critical thinking
- Time management and ability to work independently
- Professional communication (written and oral)
- Team collaboration
Why Join Us
- Direct impact on firm growth - You'll be instrumental in building out our client service model as we scale operations
- Relationship ownership - Build genuine partnerships with community boards and property managers, not just transactional service
- Professional development - Learn the community association industry, financial operations, and client management in a supportive environment
- Collaborative culture - Work alongside accounting, operations, and leadership teams who value your contribution to client success
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
Work Location: In person
Salary : $60,000