Choreo

The Business Process Architect designs future-state workflows and produces executable functional specifications to bridge business needs and platform delivery. They are responsible for process discovery, UAT execution, and ensuring alignment between process design and technical implementation.

Serve as the primary point of contact for CPA and accounting firm partners to deepen strategic relationships. Coordinate partner reporting, educational initiatives, and logistics to embed Choreo within partner organizations.

Drive client acquisition and market growth in Austin by leveraging CPA partner channels and professional networks. Lead the full lifecycle of client development, from pipeline generation to delivering integrated wealth strategies for high-net-worth individuals.