Outsourcing Manager - Top 50 firm - Mix of Management & Statutory Accounts

Up to £70,000pa


Adam Munro

The Role

Outsourcing Manager, to manage specific Outsourcing clients & workflow via own team, providing high quality client service experience whilst ensuring adherence to individual job budget and maximum fee recovery.

The Company

Our client has a deep commitment to encourage all our staff to take ownership of their careers and realise their full potential at work. Their culture cares for it's people’s wellbeing, whilst also celebrating achievements and success. Staff are encouraged to thrive and in turn they provide the highest level of care and service to their clients.

Scope, Reach & Key Relationships
● Own client portfolio/contacts for ongoing management and development
● Partners and employees who are key stakeholders in outsourcing work across the Service Line
● Operational day to day team management responsibility
● Being a People Manager where appropriate (see separate People Manager role document)
● Developing & building own network of intermediaries & prospects
● Government bodies and external organisations such as HMRC

Principal Accountabilities / Responsibilities: Job/Workflow Management
● Ensure the planning, prioritising and allocation of all relevant client outsourcing work ensuring effective team workflow
● Ensure establishment of scope and budget for each piece of client outsourcing work and ensure adequate briefing to team members where relevant
● Ensure full agreement of client for outsourcing work to be undertaken and communicate likely fees prior to commencement to maximise fee recovery
● Ensure full implementation of all client outsourcing work in line with agreed budget ensuring adherence to The KR Way standards of performance document
● To proactively look for ways to maximise efficiencies within the Service Line
● Develop working across the Service Line in a technical or sector role
● Monitor work progress and ensure appropriate levels of communication with all clients and internal stakeholders on progress for each key task or phase
● Ensure proactive management of instances where the ‘work performed’ exceeds the agreed client fee and ensure agreement of a mutually acceptable outcome
● Ensure preparation of bills for own client outsourcing work done and ensure they are sent to the client in a timely manner
● Liaising with other Service Lines when reviewing WIP on own client to ensure their Matter WIP and time costs are billed in a timely manner
● Run the biweekly workflow meetings to ensure maximum work on track & to tackle any off track
● Ensure sign off and authorisation of documents/accounts/returns is completed by a partner/director

Client, Internal and External Organisational Contact
● Manage, support and develop a client portfolio, with increased technical or complex issues and sector specialisms, ensuring the maximising of client advocacy and fee levels from own portfolio
● Act as a key point of contact for nominated clients so as to deliver their outsourcing requirements
● Return phone calls and written correspondence to all of the above within required deadline and ensure promises are kept
● Manage a selection of strategic projects as required
● Attend/lead outsourcing review and close down meetings for own clients as required
● Proactively contact clients when items of interest/benefit to the client arise therefore adding value
● Provide appropriate access and support for other internal departments to outsourcing clients so as to assist the cross selling of services into the outsourcing client base
● Ensure client hygiene factors are in place, AML, KYC reviews, engagement letters etc

Leadership, People Management and Development
● Be aware of individual team member capability and aspiration ‘enable’ best performance of a team through coaching and mentoring of team members Set out objectives for the outsourcing team on each job
● Ensure the defining and agreeing of formal objectives & development goals for all direct reports in line with the outsourcing SL business plan
● Monitor individual and team performance versus original objectives as set at the start of each job and have an awareness of the departmental KPIs
● Monitor individual and team performance versus original objectives and SL KPIs
● Provide regular feedback to all direct reports on their performance via ‘1:1’ meetings
● Provide support for internal & external recruitment of Service Line team members at manager level and below assistant manager level and below
● Oversee professional development of team members

Internal Financial Management & Business Planning
● Monitor performance of team and individuals’ KPIs in line with the outsourcing SL business plan
● Where team performance is at or above target, ensure this is communicated to own team and the celebration of success is encouraged
● Where team performance is below target, encourage and instigate remedial action and focus from self and team colleagues to rectify and improve short term performance

New Business Development
● Continue to build own network of intermediaries, seek to generate referrals from own client base and convert prospects into new clients
● Support the outsourcing team in delivering the required new leads & SL incremental fee target via networking (internal and external), meeting attendance, business pitches, presenting at webinars and writing articles for relevant sectors
● Develop suitably strong internal Kreston Reeves connections such that access and support are given by all other internal departments to their own client bases

Values – Demonstrates ‘living’ of the company’s values.
● Understand - Be curious, ask more & listen. Put yourself in the other person’s shoes.
● Look Ahead - Anticipate the future, plan for it, and embrace the benefits of change.
● Make it Personal - Adapt to others’ needs, flex your style to get the best outcome for every situation.
● Be Crystal Clear - Consult others, give helpful feedback; ensure people know what’s going on, and how it impacts on them.
● Be Human - Invest time in building strong relationships, have a positive ‘can do’ attitude and help others to grow.

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    AJ Chambers are delighted to be working with a top 10 Accountancy with an alternative business structure licensed to provide legal services.

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