ABOUT LOGISTIS FOR DESIGNERS

At Logistis for Designers, we specialize in empowering creative entrepreneurs by providing tailored financial services that help design businesses thrive. We believe that numbers don’t have to be intimidating — especially when you have a friendly, knowledgeable team by your side. Our mission is to simplify financial management so designers can focus on what they do best: creating beautiful spaces, products, and experiences.

POSITION OVERVIEW

As a Client Manager at Logistis for Designers, you’re more than just a financial liaison — you act as an extension of each client’s design team. You genuinely care about your clients’ businesses as if they were your own, investing time and energy to help them succeed. You thrive on human connection, love hopping on Zoom calls, and are passionate about helping designers better understand their numbers and grow confidently.
In this role, you will manage a team of bookkeepers, ensuring that all client work is completed accurately and on time. While you won’t be performing the bookkeeping yourself, you will review, approve, and validate all financials and reports before they are delivered to clients — ensuring they make sense, are error-free, and meet our high standards.
As an advanced accountant, you’ll also serve as the go-to expert for complex accounting questions from both your team and clients. You provide guidance, solve problems, and ensure financial integrity across all deliverables.
In addition to overseeing financial operations, you will be responsible for identifying and recommending opportunities to upsell our services to existing clients based on their evolving business needs. This consultative approach ensures clients receive the support they need while contributing to overall company growth.
Your mission is to provide an outstanding client experience by overseeing the production process, maintaining financial accuracy, and translating complex data into clear, actionable insights for your clients.

QUALIFICATIONS

• Proven experience managing bookkeeping or accounting teams.
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  Strong advanced accounting knowledge with the ability to address complex financial scenarios.
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  Experience in client management, account management, or a similar client-facing role (preferably in accounting, financial services, or professional services).
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  Deep understanding of financial statements, bookkeeping processes, and profitability metrics.
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  Excellent communication, leadership, and interpersonal skills.
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  Familiarity with Karbon or similar workflow/project management tools is a plus.
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  Passion for working with creative professionals, especially within the design industry.
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  Ability to work independently in a remote environment while staying highly collaborative.