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Client Success & Financial Operations Lead

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Thinkplumb
Full Time position
Listed on 2026-07-13
Job specializations:
  • Accounting
Salary/Wage Range or Industry Benchmark: 41328 - 57859 USD Yearly USD 41328.00 57859.00 YEAR
Job Description & How to Apply Below

Thinkplumb, in La Jolla, San Diego, CA, seeks a Client Service Manager to own the client experience and coordinate with processing teams for a flawless bill-pay lifecycle. You will bridge financial precision with excellent service, applying basic accounting concepts without manual data-entry work.

The role emphasizes high-touch client communication, risk-aware workflow management, and clear explanations of balances to clients.

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