Job Description
About Us
is the complete CFO partner for entrepreneurs scaling from $500K to $20M in revenue. We combine AI-powered automation with fractional CFO expertise to deliver strategic financial thinking, capital facilitation, and wealth-building execution. We're not traditional accountants who report history; we're the integrated growth partner who predicts what's coming and executes the strategy that gets you there.
The Role
We're looking for a Client Coordinator who thrives on organization, loves building relationships, and wants to be the backbone of an exceptional client experience. You'll be the first point of contact for our clients, ensuring their journey with us is seamless from day one.
What You'll Do
Lead client onboarding to ensure a smooth and welcoming start
Send weekly client communications that keep everyone informed and engaged
Schedule and coordinate client meetings
Manage client setup, follow-ups, and ongoing touchpoints
Maintain and update dashbo...
is the complete CFO partner for entrepreneurs scaling from $500K to $20M in revenue. We combine AI-powered automation with fractional CFO expertise to deliver strategic financial thinking, capital facilitation, and wealth-building execution. We're not traditional accountants who report history; we're the integrated growth partner who predicts what's coming and executes the strategy that gets you there.
The Role
We're looking for a Client Coordinator who thrives on organization, loves building relationships, and wants to be the backbone of an exceptional client experience. You'll be the first point of contact for our clients, ensuring their journey with us is seamless from day one.
What You'll Do
Lead client onboarding to ensure a smooth and welcoming start
Send weekly client communications that keep everyone informed and engaged
Schedule and coordinate client meetings
Manage client setup, follow-ups, and ongoing touchpoints
Maintain and update dashbo...
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