Supporting Strategies
The Client Portfolio Manager leads a small team to deliver financial operations solutions to a portfolio of small business clients, focusing on building client relationships, ensuring quality delivery, and continuously improving team processes. This role involves creating and iterating a new team model, handling escalations, and translating strategic insights into scalable practices.
Headquarters
Beverly, Massachusetts, United States
Company Size
51-200 employees
Founded
2004
Supporting Strategies is a cloud-first provider of outsourced bookkeeping, accounting, and operations services that deliver up-to-date financial data to help businesses make better decisions. They provide bookkeeping and controller services to strengthen financial operations and reporting. Leveraging cloud technology and dedicated finance teams, Supporting Strategies offers scalable, ongoing financial management for growing companies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Supporting Strategies.
31% above the average for this role
Jan 13, 2026