Original listing text, shown exactly as published by the company.
Key Responsibilities
- Design and own the operating system that connects sales, onboarding, delivery, and retention into one cohesive engine
- Lead a distributed global team across time zones, setting weekly priorities and holding contractors and employees accountable to results
- Own new MRR targets: coordinate SDR activity, manage an outsourced sales team, and close new business personally where needed
- Build an MRR-first model: define packaging, pricing minimums, and scope controls that reduce churn and rework
- Run weekly sales and ops cadences, maintain a live scorecard, and deliver monthly KPI reviews to the Owner
- Strengthen client onboarding, communication standards, and escalation protocols to protect a 95%+ retention target
- Manage capacity planning, contractor coverage, and scheduling to prevent delivery bottlenecks during growth
- Own rolling 13-week cash flow tracking and flag risks proactively
- Build and maintain SOPs, templates, and checklists so the team can execute consistently without heroics
- Track and improve key metrics: MRR health, close rates, on-time delivery, rework rates, and labor cost as % of revenue
Required Qualifications
- Demonstrated experience building a services firm from early stage to $1–$5M in recurring revenue
- Proven track record owning both the revenue side (sales, pricing, pipeline) and the delivery side (staffing, retention, client experience)
- Hands-on experience selling and delivering monthly recurring services: bookkeeping, accounting/CAS, fractional CFO, IT managed services, or similar
- Experience improving client retention through structured onboarding, expectation management, and proactive escalation
- Experience managing distributed or global teams, including contractors, across multiple time zones
- Data-driven operator: you run weekly scorecards and make decisions with numbers, not gut feel
- Must have prior remote work experience, be proficient with remote collaboration tools (Slack, Zoom, ClickUp, Google Workspace, or similar), and have ideally worked with US or UK-based companies. Applications without this experience will not be considered.
Preferred Qualifications
- Experience selling into small-to-mid-sized B2B service or SaaS companies
- Background building referral and partner programs with accountants, attorneys, lenders, or financial advisors
- Preference for lean, low-overhead environments where ownership is real and results speak for themselves
Tools & Technology
- Slack
- ClickUp
- Google Workspace
- Google Meet / Zoom
- QuickBooks Online (QBO)
- Canopy
- UltraTax
Please NOTE It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps—the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.
We connect top talent with vetted employers, competitive pay, and real growth opportunities.
