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Client Delivery Manager (Bilingual) - Eastern Canada
Boast Capital LP
Montréal, CAN
Full Time
Manager
Hybrid
Today
R&D Tax CreditsClient ManagementProject ManagementAudit ManagementStakeholder ManagementJIRA
Free
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R&D Tax CreditsClient ManagementProject Management
About the Role
Boast is looking for a Bilingual Client Delivery Manager to lead the successful delivery of R&D tax credit claims for a portfolio of companies. You will guide clients through complex claim and audit processes, oversee cross-functional delivery work, and ensure claims are delivered with quality and accuracy.
Key Skills for This Role
R&D Tax CreditsClient ManagementProject ManagementAudit ManagementStakeholder ManagementJIRA
Responsibilities
- Manage a portfolio of client accounts, owning successful claim delivery, client engagement, and long term account health
- Act as a trusted advisor to clients by guiding claim strategy, coordinating successful claim delivery, and helping clients navigate audits and claim requirements
- Lead multiple concurrent claim engagements, balancing timelines, priorities, risks, and stakeholder expectations in a fast paced, deadline driven environment
- Partner closely with Technical Solutions Managers and internal teams to ensure claims are delivered accurately, efficiently, and with a high standard of quality
- Review technical and financial documentation and help clients maximize eligible claim opportunities
- Lead clients through audit processes, including audit strategy, documentation coordination, government communications, and interview preparation
- Build strong client relationships through proactive communication, sound judgment, and a solutions oriented mindset
- Identify risks, process improvement opportunities, and operational efficiencies across the claim lifecycle
- Collaborate with Product, Sales, and Pre Sales teams to improve the client experience, support platform evolution, and strengthen delivery processes
- Stay current on government incentive programs, industry trends, and evolving claim requirements
Requirements
- Bilingual fluency in French and English
- 5+ years of experience in R&D tax credits, government incentives, grant funding, or a related advisory environment
- Experience managing complex client portfolios and leading concurrent claim delivery engagements in fast paced, deadline driven environments
- Strong client management and communication skills, including the ability to navigate competing priorities and challenging conversations
- Strong understanding of claim strategy, audit processes, compliance considerations, and delivery risk management
- Experience supporting clients through audits, government reviews, and technical or financial documentation processes
- Familiarity with project management tools (e.g., JIRA, Asana, GitHub, Clickup, Linear, Notion), accounting systems (e.g., QuickBooks, FreshBooks, Oracle NetSuite) and payroll systems (Ceridian, Wagepoint, QuickBooks) or similar tools
- Strong organizational skills, business judgment, and a proactive, solutions oriented approach to problem solving
- Experience collaborating cross functionally within high growth or evolving environments
Full Job Posting
About Boast
- Boast is redefining how companies unlock R&D funding, turning a complex, manual, and audit prone process into a streamlined, scalable engine for growth.
- Since 2011, Boast has helped thousands of businesses access over CAD 600 million in innovation capital.
About the Role
- As a Client Delivery Manager, you’ll lead the successful delivery of R&D tax credit claims for a portfolio of companies across Canada and the U.S.
- This is a highly strategic, client facing role that sits at the center of delivery, advisory, operations, and relationship management.
- You’ll work closely with Technical Solutions Managers, Product, Sales, and leadership teams to continuously improve how work gets delivered at scale.
Key Responsibilities
- Manage a portfolio of client accounts, owning successful claim delivery, client engagement, and long term account health
- Act as a trusted advisor to clients by guiding claim strategy, coordinating successful claim delivery, and helping clients navigate audits and claim requirements
- Lead multiple concurrent claim engagements, balancing timelines, priorities, risks, and stakeholder expectations in a fast paced, deadline driven environment
- Partner closely with Technical Solutions Managers and internal teams to ensure claims are delivered accurately, efficiently, and with a high standard of quality
- Review technical and financial documentation and help clients maximize eligible claim opportunities
- Lead clients through audit processes, including audit strategy, documentation coordination, government communications, and interview preparation
- Build strong client relationships through proactive communication, sound judgment, and a solutions oriented mindset
- Identify risks, process improvement opportunities, and operational efficiencies across the claim lifecycle
- Collaborate with Product, Sales, and Pre Sales teams to improve the client experience, support platform evolution, and strengthen delivery processes
- Stay current on government incentive programs, industry trends, and evolving claim requirements
What You Bring
- Bilingual fluency in French and English is required
- 5+ years of experience in R&D tax credits, government incentives, grant funding, or a related advisory environment
- Experience managing complex client portfolios and leading concurrent claim delivery engagements in fast paced, deadline driven environments
- Strong client management and communication skills, including the ability to navigate competing priorities and challenging conversations
- Strong understanding of claim strategy, audit processes, compliance considerations, and delivery risk management
- Experience supporting clients through audits, government reviews, and technical or financial documentation processes
- Familiarity with project management tools (e.g., JIRA, Asana, GitHub, Clickup, Linear, Notion), accounting systems (e.g., QuickBooks, FreshBooks, Oracle NetSuite) and payroll systems (Ceridian, Wagepoint, QuickBooks) or similar tools, and best practices within each system
- Strong organizational skills, business judgment, and a proactive, solutions oriented approach to problem solving
- Experience collaborating cross functionally within high growth or evolving environments
- Experience in STEM or supporting technical, software, engineering, or innovation focused organizations is considered a strong asset
- Ability to travel occasionally for client meetings, conferences, or team collaboration
Boast Benefits
- Comprehensive health and dental benefits package
- RRSP matching program
- Three weeks of paid vacation per year
- Remote first environment with access to co working spaces in Montreal, Toronto, Vancouver, and Calgary
- Opportunity to take ownership of meaningful work and directly influence outcomes in a growing, product driven company
- Work alongside a team focused on solving complex, high impact problems in a fast moving, start up environment
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