Client Solutions Manager - Accounting & ERP Solutions

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Client Solutions Manager - Accounting & ERP Solutions

The Client Solutions Manager is responsible for managing and advancing the sales process for Crowe's Client Accounting Services (CAS) and ERP Solutions practices. This individual partners closely with practice leadership to coordinate sales opportunities, facilitate client engagement activities, and drive pursuits from initial discovery through proposal, contracting, and transition to delivery.

The ideal candidate has experience supporting the sale of professional services, accounting services, outsourced accounting, finance transformation, ERP solutions, or consulting services. This role requires exceptional organization, initiative, and collaboration to keep opportunities moving while delivering an outstanding client experience.

Key Responsibilities

Sales Process Management

• Partner with Client Accounting Services and ERP Solutions leadership to manage and advance strategic sales opportunities.
• Coordinate discovery meetings, proposals, statements of work (SOWs), pricing discussions, and follow-up activities.
• Proactively drive next steps, remove roadblocks, and maintain momentum throughout the sales cycle.
• Maintain an organized pipeline and accurate opportunity tracking within CRM.

Client Engagement & Collaboration

• Participate in client meetings to understand business needs and support solution development for both accounting and ERP engagements.
• Coordinate internal resources to develop tailored client solutions and sales materials.
• Partner with leadership, marketing, recruiting, and delivery teams to support successful pursuits.
• Help ensure a seamless transition from sales to delivery.

Sales Operations

• Track proposal status, client communications, and key milestones across multiple pursuits.
• Monitor market trends and share insights that support business development strategy.
• Identify opportunities to improve sales processes, pursuit management, and the overall client experience.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, Accounting, or a related field preferred.
• 5+ years of experience in professional services sales support, pursuit management, business development, client engagement, or sales operations.
• Experience within public accounting, consulting, outsourced accounting, ERP solutions, or other professional services environments strongly preferred.
• Familiarity with Client Accounting Services, finance transformation, NetSuite, or other ERP platforms is a plus.
• Strong project management, organizational, and problem-solving skills with the ability to manage multiple priorities.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Proficiency with CRM platforms and Microsoft Office applications.
• Ability to travel occasionally for clients' needs.

#ClientAccountingServices #ERPsolutions #NetSuite #OutsourcedAccounting #GoCrowe

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!

How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.

Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

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We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role's responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.

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