ABOUT FINOPTIMAL
FinOptimal began in 2015 as a side-hustle of a CFO and Controller who despised manual accounting work. We raised venture capital in late 2021 to expand our accounting and technology offerings, and in 2023 launched our flagship app Accruer. We subsequently released Booker and Wrangler in 2024, with more apps on the horizon. The company operates two distinct business lines: Software and Services. This role is designed primarily to support our Services business line, specifically our outsourced accounting (Client Accounting Services, or CAS).
While this is a remote role, the majority of FinOptimal’s team is based in the NYC and Houston areas.
What You'll Do -
We’re seeking a growth-oriented leader to drive the expansion of FinOptimal’s outsourced accounting (CAS) practice. Your mission will revolve around three key goals:
- Generate Pipeline for CAS Growth
- Develop and execute strategies for lead generation, prospecting, and networking to attract startups and small businesses that fit our ideal client profile.
- Convert leads into clients by demonstrating the value of our outsourced accounting model.
- Manage Relationships to Retain and Expand Existing Clients
- Serve as the primary point of contact for client relationships, ensuring satisfaction, retention, and ongoing service improvement.
- Identify and implement cross-selling or upselling opportunities to expand our offerings within the existing client base.
- Strategically Identify New Service Lines
- Proactively research and propose additional services—such as advisory, payroll, tax, or other financial solutions—to broaden FinOptimal’s portfolio and deepen client engagements.
- Collaborate with leadership to develop rollout plans for new services and measure their impact.
Additional Responsibilities -
- Work closely with our Director of Operations and Director of Growth to ensure a seamless integration of sales strategies, service delivery, and customer success.
- Keep up with industry trends, emerging technologies, and best practices to inform strategic decisions and continuously enhance FinOptimal’s offerings.
- Mentor and guide junior team members or future hires as our CAS practice scales.
Who We're Looking For -
The ideal candidate has a proven track record of developing new business pipelines, managing client relationships, and launching or expanding service lines in an outsourced accounting environment. You should be a self-starter who’s comfortable in a fast-paced setting, eager to innovate, and always looking for ways to enhance the client experience. Title and compensation will be commensurate with experience.
Additional Responsibilities -
- Proven success in growing an outsourced accounting practice (or similar professional services) through proactive sales and relationship management.
- Demonstrated experience expanding service offerings—such as advisory, payroll, or tax—in existing client portfolios.
- Strong knowledge of QuickBooks Online (QBO) and other relevant accounting tools. (We only work with QBO clients.)
- 7+ years of experience in accounting or financial services, preferably serving startups or small businesses.
- Excellent communication and negotiation skills with the ability to build rapport and trust.
- Entrepreneurial mindset with a passion for innovating and improving accounting services.
- Analytical and problem-solving abilities to identify client needs and tailor solutions accordingly.
Strongly Desired-
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- CPA certification or equivalent credential.
- Experience in upselling/cross-selling to existing clients.
- Familiarity with offshore resource management to scale outsourced teams effectively.
- Knowledge of emerging technologies in the accounting and finance sector, including automation tools and AI.
- Background in implementing strategic marketing initiatives for professional services.
Compensation & Benefits -
- Competitive Salary
- Equity Options
- 401K plan with employer match
- Medical / Dental / Vision & Supplemental Insurance Coverage
○ Full premium paid, full HSA employer contribution if opting to go with the high-deductible plan.
○ Low deductible and out of pocket plan fully paid if opting to not go with the high-deductible plan.
