--- title: 'Client Accounting Manager at Togetherwork' canonical: 'https://feeny.ai/job/client-accounting-manager-togetherwork-fraternal-m4qxnq5je1kw' type: 'job' last_seen: '2026-11-01' --- # Client Accounting Manager at Togetherwork - **Company:** Togetherwork - **Location:** Fraternal - **Posted:** 2026-10-30 - **Last confirmed live:** 2026-11-01 - **Apply:** https://togetherwork.com/application/?gh_jid=8883845002 ## Job description Client Services Manager Location: Columbus, GA | Hybrid, minimum three days onsite Type: Full-Time | Exempt ## About Us TogetherWork provides software and services that help organizations manage their operations and serve their communities. Within our OmegaFi business, LegFi supports organizations in the Greek life and higher education markets with technology-enabled financial management and client services. Our Managed Services teams help customers navigate financial processes, use our platform effectively, and receive the guidance and services they need to succeed. ## The Role We're looking for an experienced Client Services Manager to lead our LegFi Plus and Premier Managed Services teams. This is an opportunity for a people-focused, strategic leader who enjoys building processes, developing teams, and improving the customer experience in a growing, evolving environment. As we continue transitioning managed-services customers to LegFi, you'll play a central role in establishing operational stability, strengthening customer relationships, and developing consistent service delivery standards. You'll oversee a team of approximately 8–10 employees, including potential indirect reports, and report to the Director of Operations. You'll combine hands-on operational leadership with strategic planning, performance management, and cross-functional collaboration. The ideal candidate is comfortable navigating ambiguity, making sound business decisions, and building structure while keeping customers and employees at the center of those decisions. ## What You'll Do Lead and Develop a High-Performing Team - Manage, coach, and develop the LegFi Plus and Premier Client Services teams, establishing clear performance expectations and accountability. - Oversee daily operations, workload distribution, service quality, and team productivity. - Provide ongoing feedback, performance management, and professional development opportunities. - Identify operational challenges, address bottlenecks, and implement practical improvements that help the team succeed. Deliver an Exceptional Customer Experience - Oversee customer-facing managed services, ensuring responsive, accurate, and consistent service delivery. - Monitor customer service requests, response times, resolution timelines, and service-level agreements. - Ensure Premier bookkeeping deliverables, including accounts receivable, accounts payable, budgeting, and bank reconciliations, are completed accurately and on time through effective team oversight and coordination. - Serve as a senior escalation point for complex customer concerns, service delays, and deliverable issues. - Identify customer satisfaction and retention risks, implementing proactive solutions to strengthen relationships. Build Scalable Processes and Operational Excellence - Develop and refine standard operating procedures, account review processes, customer health indicators, and service delivery workflows. - Establish clear expectations and repeatable processes as Managed Services continues evolving within LegFi. - Build and maintain reporting dashboards using tools such as Zendesk and Monday.com. - Analyze service-level performance, customer satisfaction, resolution times, workload trends, and deliverable accuracy. - Use operational data to identify improvement opportunities and communicate recommendations to leadership. Collaborate Across Teams - Partner with Internal Operations, Client Accounting, Account Management, and Support to ensure seamless customer service. - Coordinate customer financial-service requests and monitor progress toward deliverable deadlines. - Ensure team members maintain strong product knowledge and appropriately escalate technical issues. - Support the adoption of product enhancements, updated workflows, and operational changes. ## What You Bring - 5–7 years of relevant professional experience, including prior people-management experience. - Experience in SaaS, financial technology, or technology-enabled managed services. - Experience with Zendesk, Monday.com, Power BI, or similar reporting and workflow management tools. - Demonstrated experience leading a customer-facing service, support, account management, or managed-services team. - Strong people leadership capabilities, including coaching, performance management, workload planning, and accountability. - Experience improving operational processes, developing workflows, and implementing service standards. - Working knowledge of financial operations, including billing, budgeting, banking processes, bookkeeping, or money movement. - Experience working with software platforms and translating technical processes into effective customer service. - Ability to analyze operational metrics, build or improve reporting, and use data to guide decisions. - Strong communication, problem-solving, organizational, and customer escalation management skills. - Ability to make informed decisions and lead teams through changing priorities and evolving business processes. Bonus Points For - Familiarity with accounts receivable, accounts payable, and bank reconciliation workflows. - Experience supporting customer migrations, operational transitions, or newly established service models. - Experience serving Greek life organizations or the higher education market. - An associate's or bachelor's degree in a business-related field. The Company offers a comprehensive employee benefits program, including: Medical, dental, and vision insurance options 100% Employer paid short/long term disability 100% employer-paid Basic Life and AD&D insurance 401(k) retirement plan with a 100% company match up to 4% Flexible paid personal/vacation time built on mutual trust and accountability 10 sick days annually 10 company paid holidays 12 weeks paid parental leave Salary Range Disclosure The base range represents the low and high end of the TogetherWork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of TogetherWork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more. Salary Range $65,000/ year Inclusion and Diversity TogetherWork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. TogetherWork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. Interview Process & Expectations Our interview process is designed to help us understand your relevant experience, leadership approach, and ability to support our customers and teams. The anticipated process includes an initial recruiter conversation, a hiring manager interview, and a potential follow-up interview. CCPA Disclosure Notice: [Click Here](https://www.togetherwork.com/privacy-policy/) ## About Togetherwork ## Company Overview - **One-liner**: Togetherwork provides integrated software and payment solutions purpose-built for membership-based organizations, including associations, camps, pet-care businesses, faith communities, and fraternal groups. - **Entity Type**: Private (backed by GI Partners and Park Square Capital) - **Headquarters**: Austin, Texas, United States (with centers of excellence in Atlanta, GA and Columbus, GA) - **Founded**: 2015 - **Founders**: Not publicly available (the company was formed through a series of acquisitions) ## Core Business - **Primary industry/industries**: Vertical SaaS (Software as a Service) for membership and community management; Fintech/Payments - **Target customers**: B2B, serving over 12 vertical markets including associations, pet-care businesses, camps, faith organizations, fraternities & sororities, gyms, dance studios, and unions - **Mission or purpose statement**: To help communities, organizations, and businesses thrive by delivering software solutions tailored to their unique needs, enabling them to manage and grow their communities and enhance member engagement. ## Products & Services - **GetTogether**: A unified platform providing management solutions, communication tools, and online platforms for membership organizations. - **Vertical-Specific Solutions**: Over 33 software applications tailored to specific industries (e.g., pet-care with PetExec and Gingr, faith with Shulware, camps and youth programs). - **Payment Solutions**: Integrated financial enablement and payment processing platforms designed to streamline transactions for member-based organizations. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed - **Key Metric**: Annual Recurring Revenue of $250M (as stated in recent job postings); a separate source lists revenue at $11.0M, which likely represents an older figure or a specific subsidiary. The $250M figure is the most current and prominent. - **Total Funding**: $13.37M (via CB Insights); received a strategic investment from Park Square Capital in July 2024. - **Notable Investors/Partners**: GI Partners (majority owner since 2018), Park Square Capital (strategic investment, 2024). - **Growth Signals**: - Headcount of 250 employees with 32.3% year-over-year growth. - 37 active job postings (yearly increase of 94.7%). - Aggressive M&A strategy: Acquired over 10 companies (e.g., OmegaFi, Bunk1, PetExec, Protech, Fonteva) to build its portfolio. - Expansion of hybrid hubs in Austin, Atlanta, and Columbus. ## Competitive Advantages - **Vertical-Specific Depth**: Instead of a one-size-fits-all platform, Togetherwork offers 33+ tailored applications for niche markets, creating deep stickiness and domain expertise. - **Integrated Payments**: Bundling software with payment processing creates a dual revenue stream and increases customer switching costs. - **Scale & Portfolio Synergy**: With $250M in ARR and a portfolio of acquired companies, they can cross-sell, share technology, and offer a broader suite than most standalone vertical SaaS competitors. - **Focus on "Purpose-Driven" Organizations**: Serving mission-oriented clients (nonprofits, camps, faith groups) differentiates them from general business software providers. ## Strategic Focus - **AI Integration**: Investing heavily in AI and tools to empower employees and automate workflows, with a dedicated Director of AI Orchestration role. - **Operational Excellence**: Building a cohesive, high-performance culture across a portfolio of acquired companies, focusing on shared services and best practices. - **Continued M&A**: Actively acquiring complementary vertical SaaS businesses to expand their market footprint. - **Talent Density**: Building centers of excellence in key cities to foster collaboration and innovation. ## Why Work Here - **Culture**: Described as fast-paced, entrepreneurial, and execution-driven. The company emphasizes "clarity drives performance, community fuels culture" and values "momentum over comfort." They highlight a culture of connection, pride, and psychological safety. - **Remote/Hybrid Policy**: Hybrid model with centers of excellence in Austin, Atlanta, and Columbus. Most roles require 2-3 days per week in the office. Some roles are listed as remote, but the majority are hybrid. - **Growth & Development**: With 20+ products and a $250M revenue base, employees have opportunities for rapid advancement, cross-functional moves, and "structured learning." - **Tech Stack & Innovation**: Investment in modern technology and AI fluency. Engineers "own their work end to end" and "make thoughtful decisions close to the problem." - **Notable Perks**: Competitive compensation, benefits, and the opportunity to work on mission-critical software that serves purpose-driven organizations. ## Sources 1. [togetherwork.com](https://www.togetherwork.com/) 2. [togetherwork.com/careers](https://www.togetherwork.com/careers/) 3. [togetherwork.com/jobs](https://www.togetherwork.com/jobs/) 4. [linkedin.com/company/togetherwork](https://www.linkedin.com/company/togetherwork) 5. 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