indeed
Client Delivery Manager - Calgary
Boast Capital LP
Calgary, CAN
Full Time
Manager
Hybrid
Yesterday
R&D Tax CreditsGovernment IncentivesClient ManagementProject ManagementStakeholder ManagementCommunication
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
R&D Tax CreditsGovernment IncentivesClient Management
About the Role
Boast is looking for a Client Delivery Manager to lead the 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, and ensure claims are delivered with quality.
Key Skills for This Role
R&D Tax CreditsGovernment IncentivesClient ManagementProject ManagementStakeholder ManagementCommunication
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.
- 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
- 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 such as JIRA, Asana, GitHub, ClickUp, Linear, and Notion; accounting systems such as QuickBooks, FreshBooks, and Oracle NetSuite; and payroll systems such as Ceridian, Wagepoint, and QuickBooks.
- 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.
Full Job Posting
About Boast
- Boast redefines 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.
- Boast combines deep technical and R&D tax expertise with purpose built AI.
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 centre of delivery, advisory, operations, and relationship management.
- Location: Calgary, Alberta.
- In person collaboration: Hybrid role with occasional in person work.
- Compensation: CAD 100,000 CAD 120,000 annually plus up to a 15% discretionary bonus.
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 and coordinating successful claim delivery.
- Lead multiple concurrent claim engagements, balancing timelines, priorities, risks, and stakeholder expectations.
- Partner closely with Technical Solutions Managers and internal teams to ensure claims are delivered accurately.
- Review technical and financial documentation and help clients maximize eligible claim opportunities.
- Lead clients through audit processes, including audit strategy, documentation coordination, and government communications.
- Build strong client relationships through proactive communication and sound judgment.
- 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.
- Stay current on government incentive programs, industry trends, and evolving claim requirements.
What You Bring
- 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.
- Strong client management and communication skills.
- 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 such as JIRA, Asana, GitHub, ClickUp, Linear, and Notion; accounting systems such as QuickBooks, FreshBooks, and Oracle NetSuite; and payroll systems such as Ceridian, Wagepoint, and QuickBooks.
- Strong organizational skills, business judgment, and a proactive, solutions oriented approach.
- Experience collaborating cross functionally within high growth or evolving environments.
- Experience in STEM or supporting technical, software, engineering, or innovation focused organizations is 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.
- Hybrid work model.
- Opportunity to take ownership of meaningful work and directly influence outcomes.
- Work alongside a team focused on solving complex, high impact problems in a fast moving, start up environment.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Boast Capital LP
Client Delivery Manager (Bilingual) - Eastern Canada
Montréal, CAN
ManagerFull Time
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 cr
TodayView →
Technical Solutions Manager (Bilingual)
Ottawa, CAN
MidFull Time
Boast is hiring a Bilingual Technical Solutions Manager to transform complex technical and financial information into high-quality R&D tax credit claims. You will work directly with technical teams to identify eligible R
TodayView →