About the role
About Club Capital, LLC
Club Capital LLC is a rapidly growing business management services firm, providing: accounting, tax, advisory and digital marketing solutions to clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, payroll, bookkeeping, industry analytics, and bench-marking services. Our success is fueled by empowering our clients to achieve their full potential as small business owners and entrepreneurs.
Club Capital is dedicated to empowering our employees to achieve their utmost potential and drive growth professionally and personally. We achieve this by fostering an environment that thrives on honesty, integrity, transparency, curiosity, and humility! We are a remote first organization to foster work/life balance.
Position Overview
As a Client Advisor you should be passionate about providing small business owners with the best customer experience they have ever seen. Client Advisors at Club Capital should possess an entrepreneurial mindset to manage a portfolio of business advisory clients. You will become a trusted advisor in many areas of the clients day to day operations; from reviewing monthly financial statements and working with them to review their business’ financial statements, establish targets, set goals to help them grow, and offer controller and CFO advisory services. Client Advisors serve as a primary point of contact for the clients within their portfolio and are expected to be able to understand accounting, business financials, while working closely with internal teams to support and perform additional duties for our more complex clients.
A Client Advisor at Club Capital, will create a business advisory relationship with their clients through email, chat, and Zoom calls on a regular basis. A true partnership between the client and serving as subject matter expert in accounting and finances to ensure client success. Client Advisors will be responsible for coordinating and overseeing the monthly accounting for your client portfolio, facilitating their monthly financial reporting, and supporting in other key service areas.
Duties / Responsibilities
Serve as the subject matter expert and first point of contact for clients; becoming a trusted advisor for all portfolio services by reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls
Prepare financial statements to facilitate the clients decision making process
Manage the bookkeeping team assigned to your client portfolio and oversee processes for month end close
Prepare budgets and revenue targets with clients
Conduct quarterly and ad hoc Growth Sessions with clients to review financial performance, create and adjust budgets, and identify industry trends
Address payroll questions/concerns and provide first-level troubleshooting
Delight customers with expert guidance and support
Manage personal workload to deliver high quality work products on time
Effectively communicate with internal and external stakeholders and management on established performance expectations
Work across teams to keep others informed of client status (i.e. Tax, client experience)
The desire to grow and expand your client portfolio and advisory services, willingness to become CFO certified.
Requirements / Qualifications
Minimum of 2 years of accounting experience; bookkeeping, public accounting, small business accounting or similar understanding of accounting and business financials (Required)
B.S or M.S in Accounting or Business or equivalent experience
No less than 1 year of related experience in a client facing role
Ability to manage multiple clients, tasks, and projects simultaneously
Solutions driven individual who is exceptional at deadlines and problem solving
Excellent verbal and written communication skills
Well organized and strong attention to detail
Ability to provide exceptional client service along developing lasting client relationships
We offer a competitive total rewards package to include: Fully remote, competitive compensation package, medical, dental, vision, 401k with company match, PTO, paid holidays.
Originally posted on Himalayas