Senior Customer Relationship Associate

USAIndiaCFO is a leading India–USA cross-border finance and advisory firm helping HNIs, Founders, and Indian-Americans with taxation, compliance, structuring, and CFO services. We blend India’s technical expertise with the U.S. regulatory mindset to deliver clear, compliant, and growth-focused solutions.

Our Global Track Record

 10,000+ U.S. Entities Formed

 15,000+ Cross-Border Tax Filings

 15,000+ Global Filings & Representations

 1,000+ Global Tax Diligence Projects

 100+ Experts Across India & USA

 500+ Active VCFO Contracts

Trusted by startups, unicorns, SMBs, listed companies, and global family offices.

Key Responsibilities

• Handle first-hand inbound leads from Indian-Americans, HNIs, and Founders.
• Build rapport and conduct high-quality communication via calls/messages.
• Qualify and nurture leads and hand over to respect...