Director Of Client Development And Operations
CurrentAbacus Hive is a cloud-based, full service, full force accounting firm that partners exclusively with nonprofits organizations in our shared communities. We free our clients from the burden of accounting while helping them connect the dots between numbers and operations and providing relevant, timely data for decision making.-Provided strategic direction, team recruitment/oversight, and operational management of a cloud-based accounting firm providing routine bookkeeping, accounts payable, p-card management, and payroll to 40+ clients nationwide.-Established, documented, and refined internal firm policies, procedures, and KPIs across key business functions to drive sales growth, new client satisfaction, and current client retention utilizing knowledge databases (Coda) and dashboarding tools (Fathom). Develop incentive plans for team members who met or exceeded identified objectives in service delivery to clients. -Defined ideal customer base and assigned ranking, allowed team to efficiently engage potential customers and optimize impact on net revenue.-Process owner and interdepartmental liaison for all existing customer and partner relationships of the firm, tracked interactions, client health, NPS, and follow up plans of actions for the firm within CRM tool (HubSpot). -Partnered with accounting team members to ensure a smooth onboarding process for new clients and developed automated process for client touchpoints during the onboarding phase. Managed NPS surveys and synthetized feedback of clients 90 days after onboarding to ensure we developed trusting, long-term, customers.-Conducted quarterly client check-ins to ensure customer satisfaction and identify additional service needs. Ensured net-client retention by proactively identifying and addressing client needs and concerns.-Owned annual review process of all client engagements. Revised all contracts to ensure 50% or greater profit margin.