Council Advisors - Client Finance & Commercial Operations Manager at Council Advisors | NY, US | Rezi

Council Advisors - Client Finance & Commercial Operations Manager at Council Advisors

Council Advisors - Client Finance & Commercial Operations Manager

Council Advisors · NY, US

1 weeks ago

Council Advisors - Client Finance & Commercial Operations Manager

Council Advisors · NY, US

9 days ago
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About the Role

The Client Finance & Commercial Operations Manager leads contracting, billing, and collections for TMG, coordinating among clients, business development, project teams, legal, and finance. This client-facing role serves as TMG’s operational contact for client procurement, finance, and accounts payable teams, representing the TMG brand and building relationships to ensure engagements run smoothly from proposal to payment. The role will also shape how contracting and client operations function as Council Advisors scales.

Responsibilities

  • Own the process from won opportunity to executed contract and project setup, confirming client and commercial requirements before work begins.
  • Draft and coordinate engagement letters, MSAs, SOWs, amendments, and NDAs, ensuring each contract accurately reflects scope, fees, timing, billing terms, and expenses.
  • Manage client procurement requirements, including purchase orders, vendor registration, billing portals, and invoicing instructions.
  • Oversee consultant expenses, including approvals and receipt collection, to drive efficiency.
  • Establish new clients and projects in Salesforce to match executed agreements.
  • Maintain the contract management system as the system of record for client agreements, key dates, renewals, and amendments.
  • Partner with Finance and project teams to deliver accurate, on-time invoices and resolve client billing questions timely.
  • Build consistent, repeatable processes across contracting, project setup, billing, and collections.

Requirements

  • 5–8 years in client finance, commercial operations, contract management, or professional services operations.
  • Experience drafting and coordinating engagement letters and other commercial agreements.
  • Working knowledge of Salesforce (or a similar CRM) and Excel.
  • Experience partnering with Finance on billing, purchase orders, or revenue recognition.
  • Hands-on experience running a contract management system.
  • Bachelor’s degree or equivalent experience.
  • Experience selecting or implementing a contracting management system is a plus.
  • Experience with Certinia (formerly FinancialForce) PSA is a plus.
  • Experience with Concur or a comparable expense platform is a plus.
  • A paralegal certificate is a plus.

Skills

  • Strong and consistent work ethic with a commitment to timely execution and focus on details.
  • Relationship-oriented, with the presence to earn the trust of senior client contacts and internal leaders.
  • Ability to see how contracting, project setup, billing, and collections connect, and surface issues before they escalate.
  • Good judgment about what to handle and what to escalate, including recognizing when an issue is a legal question.
  • Organized and precise across multiple clients and competing deadlines.
  • Clear writer and proactive communicator who resolves problems early.

Location

  • New York, NY

Work Type

  • Full-time

Experience Level

  • 5-8 years

Education Level

  • Bachelor's degree or equivalent experience

Salary/Compensations

  • $120,000-$140,000

Benefits

  • Discretionary performance bonus
  • 401(k) with company contribution
  • Generous paid time off
  • Benefits
  • Wellness program

About the Company

  • Council Advisors is the trusted partner for C-Suite leaders of high performing companies – driving results where it matters most.
  • Council Advisors partners with CEOs and their teams to tackle their most critical challenges, backed by over 20 years of experience advising top leaders across corporations, investment firms, and non-profits.
  • Through expert practices – TMG, SSA & Co., and High Lantern Group - Council Advisors helps C-Suite leaders turn strategic priorities into winning strategies.

Equal Opportunity

  • All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.