Manage client on-boarding, program implementation and client education.
Maximize sales growth, account penetration and retention by partnering with Sales.
Project management of all client implementations, coordinating with internal departments.
Blackhawk Network (BHN) provides branded payment solutions to businesses, helping them grow revenue, increase loyalty, and engage consumers. It operates a global network with over 400,000 consumer touchpoints, offering gift cards, egifts, corporate payouts, and rewards.
Own day-to-day accounting in QuickBooks Online (QBO) across multiple client entities.
Manage accounts payable and receivable via Bill.com, including invoice processing, payment scheduling, and collections monitoring.
Administer payroll through Gusto and QuickBooks Online Payroll.
They are the financial back office partner for growing home service businesses. They bring clarity, consistency, and confidence to business owners by providing fractional CFO support, reliable books, and proactive financial strategy.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
Lead customer onboarding and deployment for smooth implementation experiences.
Partner with cross-functional teams to execute plans and solve customer problems efficiently.
Analyze client financial workflows to translate needs into clear, practical solutions.
Rillet serves accounting and finance teams by providing an AI-native ERP designed to help run financial operations with speed, accuracy, and insight. This high-growth startup is backed by top-tier investors, fosters a fast-paced culture of extreme agency and customer focus, and has offices in major cities.
Own QuickBooks Online end-to-end: invoicing, AR/AP, bank reconciliations, journal entries, month-end close.
Manage client invoicing and ensure invoices align with contract terms; draft, manage, and maintain contracts, SOWs, amendments, and renewals.
Serve as client-facing contact for invoicing and contract questions; liaison with external CPA for monthly, quarterly, and year-end reporting and tax support.
UniTriTeam is a fast-growing professional services and consulting firm that helps organizations scale through people, process, and technology. Strong financial operations and contract discipline are critical to their success and client experience.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Conduct a review of the onboarding playbook and implement a streamlined, automated version.
Manage, coach, and upskill a team of Onboarding Specialists.
Partner with Sales and Customer Success to ensure seamless handoffs and long-term health.
Steer provides a suite of software tools for automotive repair shops, combining various tools into one platform. They offer a CRM marketing suite with features like text messaging, email automation, and appointment reminders and have acquired AutoOps for scheduling software.
Lead new customers from contract signing through their first major win.
Provide subject matter expertise on reporting and form configuration, owning post-launch customer engagement workflows.
Guide customers from platform launch to confident, data-driven decision-making.
Casebook PBC's software empowers community well-being through adaptive, research-based technology for human services. They are dedicated to fostering a multicultural workplace where everyone feels included and valued, with every employee respected and empowered.
Manage end-to-end AP: vendor onboarding, bill creation, payment preparation, payment tracking, and ledger maintenance
Perform daily bank reconciliations across all accounts and entities confirm cleared transactions, flag unposted items, and resolve breaks same-day
Identify and implement process improvements in P2P and close workflows, including responsible use of AI, automation, templates, and structured exception tracking
Sauce is a restaurant technology platform helping businesses grow with a commission-free delivery and pickup structure. They are headquartered in NYC and Tel-Aviv and aim to give local establishments everything they need to connect directly with their customers.
Review and forward invoices from multiple email inboxes to designated programs.
Log into POS systems to save sales reports and forward to designated software programs.
Manage reminders for government remittances and reporting deadlines.
Wing is redefining the future of work for companies worldwide, aiming to be a one-stop shop for building world-class teams and automating operations. They foster an inclusive and supportive team environment with opportunities for career growth.
Maintain financial records and prepare reports using QuickBooks Online.
Manage attorney trust accounts (IOLTA) in compliance with regulations.
Process payroll, generate invoices, and coordinate tax preparation.
Savvital offers customized solutions and task delegation for small and medium-sized businesses. They streamline operations, managing everything from administrative support to specialized financial workflows. The company is seeking a Staff Accountant / Full Charge Bookkeeper on behalf of a U.S.-based law firm client.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Own the onboarding and early success of each customer.
Launch and monitor ads, website, and funnel performance.
Diagnose issues across the full funnel (ads, traffic, conversion, lead quality, customer behavior).
Wonderly is building the first end-to-end AI business platform for service businesses. With backing from YC and Sam Altman, a $500M+ valuation, and hundreds of thousands of users, they're well positioned to lead and are building for the majority of businesses in the economy.
Assist in managing and mentoring a team responsible for full-cycle accounts payable and month end close activities.
Liaise with cross-functional partners and external partners to creatively develop solutions.
Proactively suggest and implement improvements to the design and execution of new or existing processes.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto via custody, staking, trading, governance, settlement, and security infrastructure. The company has over 600 employees and its Series D valuation is over $3 billion.
Assist monthly financial close and related activities for clients.
Invoice client’s customers and manage client accounts receivables.
Process client’s accounts payable including approval workflows.
FinStrat Management (FSM) provides accounting operations and financial reporting for clients. They are seeking a motivated individual to join their team.
Generate revenue growth and manage your client relationships in a named account environment.
Act as a strategic partner and primary contact, helping clients utilize data, analytics, software, and technology solutions.
Uncover new opportunities by developing relationships with new partners across the financial services industry.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange, they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland. Experian's culture and people are important differentiators and we take our people agenda very seriously.
Serve as operational partner and right hand to the Head of Services, overseeing daily workflows and ensuring consistency across advisors and coaches.
Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible.
Maintain and manage the compliance calendar, ensuring timely completion of filings, annual reviews, and required testing.
Boldin believes that financial power belongs in the hands of individuals — not institutions. They exist to democratize financial confidence, to give millions of people the clarity, tools, and courage to take control of their money and their time, and to live more meaningful lives. They have raised over $20M from top investors and are seeing tremendous growth.