The VP of Growth is responsible for scaling new-business revenue for the Financial Solutions department by leading outbound sales teams and developing strategic partnerships. This role involves managing sales pipelines, coaching team members, and personally driving strategic deals to meet revenue targets.
Re-engage warm and dormant financial solutions leads through phone, email, and LinkedIn, conduct consultative sales conversations, and manage opportunities from initial outreach through close. Track activity and pipeline in Salesforce, nurture early-stage prospects, collaborate with consultants and marketing, and meet outreach, meeting, and conversion goals.
Controllers serve as trusted advisors for small- to mid-sized business clients, providing strategic financial guidance and oversight. They collaborate with internal accounting teams to ensure high-quality deliverables while identifying opportunities for process improvements and client growth.
The Client Success Consultant manages financial service engagements to drive client retention, account growth, and satisfaction. They act as a trusted advisor, overseeing the onboarding process and providing strategic financial guidance to both clients and contractors.
The Sales Tax Accountant is responsible for managing accurate, timely, and compliant sales and use tax reporting across multiple U.S. jurisdictions. This role also involves researching tax regulations, supporting audits, and partnering with internal teams to optimize tax processes.
The Senior Inventory Accountant manages complex inventory accounting activities, including reconciliations, cost accounting, and month-end close processes across multiple client accounts. They also support inventory management system implementations, data validation, and provide financial reporting and advisory services to clients.
The Client Success Consultant develops trusted advisor relationships with clients and contractors to ensure service delivery and satisfaction. They are responsible for driving revenue growth through upselling and providing strategic guidance to meet client business objectives.
The Senior Accountant manages recurring accounting services for a client portfolio, ensuring accuracy in financial reporting and month-end processes. They also provide technical guidance and coaching to Staff Accountants and Bookkeepers while collaborating with management to improve accounting workflows.
The Staff Tax Accountant is responsible for preparing individual and business tax returns while providing high-quality tax and accounting services to clients. This role involves conducting tax research, assisting with tax planning, and maintaining clear communication with clients and internal team members.
The Senior Tax Accountant is responsible for preparing and reviewing complex tax returns while providing proactive tax planning and advisory services to clients. They also mentor team members, conduct technical research, and manage multiple client engagements to ensure compliance and quality standards.
The Growth Marketing Manager leads the marketing strategy for the Financial Solutions service line to drive pipeline, revenue growth, and marketing efficiency. They are responsible for managing a team, executing omnichannel acquisition campaigns, and optimizing the customer journey through data-driven experimentation.
