Senior Manager – Client Delivery

Boast – Powering Innovation Through AI-Driven R&D Tax Solutions

Location: Vancouver, BC or Montreal, QC

Workplace model: Hybrid

Salary: $115,000 - $125,000 per year, plus earning bonuses

Employment Type: Full-Time

Join a mission-driven fintech leader transforming how companies access innovation capital. At Boast, we combine deep technical expertise with cutting-edge AI to streamline R&D tax credit claims, helping thousands of businesses across North America unlock over $600 million in funding to fuel their growth.

As a Senior Manager – Client Delivery, you'll lead a high-performing team to deliver exceptional client experiences and drive strategic growth. This role is ideal for a results-oriented leader with a passion for innovation, operational excellence, and client success.

What You’ll Love About This Role:

• Strategic Impact. Own and grow a portfolio of innovative clients, ensuring their success and maximizing claim outcomes.
• Leadership Opportunity. Mentor and develop a team of professionals, fostering a culture of excellence and continuous improvement.
• Cross-Functional Collaboration. Work closely with Sales, Product, and other teams to enhance service delivery and drive business growth.
• Innovative Environment. Be part of a company recognized for its technological advancements and commitment to client success.

What You’ll Do:

• Manage a diverse client portfolio, overseeing revenue, engagement, renewals, and successful claim delivery.
• Allocate and coordinate team resources to ensure timely and high-quality project execution.
• Provide strategic guidance to clients on R&D tax credit opportunities and claim planning.
• Lead service line initiatives, driving excellence and innovation in delivery practices.
• Monitor project profitability, resource utilization, and timelines to optimize outcomes.
• Advocate for clients during audits, developing defense strategies and overseeing communications.
• Conduct quality control reviews, identifying trends and areas for improvement.
• Support finance in collections, managing outstanding accounts and client communications.
• Coach and mentor team members, fostering professional growth and high performance.
• Collaborate with Sales and Pre-Sales on business development initiatives.
• Partner with Product Management to relay client feedback and suggest platform enhancements.
• Promote adoption of the Boast platform and new features, providing feedback for continuous improvement.
• Develop and execute a Professional Development Plan to support personal and team growth.

What We’re Looking For:

• Extensive experience working in R&D tax credit programs, government incentives, or related domains.
• Strong background in the STEM industry, with a solid understanding of technical concepts and innovation processes.
• Proven leadership in managing teams and delivering client-focused solutions in tax credits, grant funding, or similar areas.
• Proven track record in successful claim delivery and client management.
• Strong persuasive and influential communication skills.
• Familiarity with project management, accounting, and payroll systems.
• Experience representing clients during audits with successful outcomes.
• Ability to manage multiple deadlines and prioritize tasks effectively.
• Willingness to travel to client offices and conferences.
• Proficiency in English; additional languages such as French, Spanish, or Mandarin are a plus.

Compensation & Perks:

• Competitive Salary commensurate with experience.
• Comprehensive Health & Dental Benefits.
• Company Pension Plan with service-based rewards.
• Work-Life Balance supported by a healthy work environment.
• Professional Development opportunities.

Sound Like You?

Apply now and bring your leadership and expertise to a company where your work truly makes a difference, no formal cover letter required.

Please note: Candidates must be legally entitled to work in Canada. We thank all applicants for their interest, but only those selected for an interview will be contacted.