Client Services Manager

Community Initiatives is a California-based nonprofit organization providing more than 160 different nonprofit projects with fiscal sponsorship, including tax-exemption, accounting and financial oversight, risk management and insurance, legal compliance, grants management, and human resource services. Our fiscally sponsored projects (FSPs) represent various nonprofit sectors––arts and culture, education, environment, health, human services, and public affairs – and operate both locally in the San Francisco Bay Area and Los Angeles County, as well as across the United States and international locations.

Community Initiatives’ Client Services Department delivers high-quality project relationship management to our nonprofit projects. Serving as the primary point of contact from the Client Services Team for an assigned portfolio of Fiscal Sponsored Projects (FSPs), the Client Services Manager provides exceptional service, support, and guidance to help projects achieve their goals while operating in compliance with Community Initiatives’ policies and procedures.

The Client Services Manager works both independently and collaboratively to support a diverse portfolio of projects that vary in size, complexity, and stage of development. This position is responsible for building strong client relationships, assessing and addressing operational and administrative needs, and providing practical guidance to support project success. The role requires critical thinking, sound judgment, and the ability to analyze issues, identify solutions, and coordinate with internal teams to resolve challenges effectively.

This position follows a hybrid work model with a minimum of one on-site day per week. Regular attendance at in-person client meetings and team meetings is expected. The preferred work location is our Los Angeles office; however, we may also consider qualified candidates based near our Oakland office who are able to meet the on-site requirements for their location.

• Manages an assigned portfolio of Fiscal Sponsored Projects (FSPs) and serves as a primary point of contact for routine client service needs.
• Proactively nurtures portfolio relationships to anticipate project needs and align resources through clear communication and strategic partnership.
• Provides high-quality service to meet portfolio’s operational needs, including navigating CI’s policies, procedures, and services.
• Resolves client issues promptly or escalates as needed, ensuring timely and proactive problem solving.
• Supports successful service delivery by coordinating with internal teams and following established processes.
• Oversees contracts and grant management for assign FSP portfolio
• Schedules regular in person and virtual meetings with assigned portfolio to deepen knowledge of programmatic activities to anticipate future needs.
• Contributes feedback on client needs and process improvements to management.
• Identifies recurring issues and recommends process enhancements to improve client experience and operational efficiency.
• Supports the use and maintenance of client service systems and tools (Salesforce, Task Ray, Asana) to ensure accurate records and effective workflows.
• Represents CI on a periodic basis by attending and presenting at conferences, gatherings, professional associations, and other external events.
• Engages with the broader fiscal sponsorship community to stay on top of sector patterns, trends and best practices

• Supports implementation of Community Initiatives’ fiscal sponsorship policies and procedures.
• Monitors client activities for adherence to established guidelines and escalates potential compliance concerns.
• Assists with communicating and implementing policy updates across client portfolios
• Reviews contracts and agreements for standard requirements and refers complex legal or risk-related concerns to leadership.
• Assists with special projects related to risk management, client feedback, and operational improvements.

• Serves as a resource for team members on routine client service questions and processes.
• Researches issues, gathers relevant information, and…