Client Relations and Operations Manager - Finvisor Features Remote, Flexible (1099) SaaS Sales Positions

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  • Company: 
    Compensation (if public)
    Sales Geographic Territory
    Average Deal Size $ MRR/ARR
    ICPs to Target
    Company HQ
    Inbound Leads?
    Possible Equity?
    Date Published
    June 3, 2024

Position Details

Finvisor is a startup-focused, full-service firm that performs accounting, AP/AR, compliance, payroll, forecasting, CFO, and controller services. Our team supports the fastest growing and most exciting startups in the U.S. and around the world. We manage our clients' financial operations so they can focus on growing their product and business.

Client Relations and Operations Manager

The Client Relations and Operations Manager supports all billable back-office functions with Client Success, Client Management and Client Onboarding


Client Success

  • Collaborate with department heads to facilitate a seamless transition from deal closure to project initiation, ensuring a smooth client onboarding process.
  • Proactively address and resolve client issues by leading cross-functional teams to analyze, strategize, and provide timely solutions.
  • Oversee the client off-boarding process, extracting lessons learned and tracking metrics to enhance future client engagements.

Client Management

  • Conduct regular check-ins with clients to ensure satisfaction, identify potential opportunities, and address any concerns.
  • Act as a liaison between the sales team and department heads, ensuring a smooth handoff and effective project management.
  • Communicate transparently with clients when addressing complaints, outlining next steps, and ensuring their overall needs are met

Client Onboarding

  • Support in-house software developer with buildout of new client portal
  • Collaborate with department heads to communicate upsell opportunities during the onboarding process.
  • Facilitate internal kickoff calls to align teams and set expectations for client engagement.
  • Coordinate the setup of project management tools like Asana to streamline communication and project tracking.


  • Brand marketing - collaborate as a project manager with existing SEO firm and part-time marketing contractor for Finvisor website, landing page, etc. on an ad hoc basis.
  • Collaboration for Finvisor AR / billing process - collaborate with Billing Specialist to ensure internally-built billing tool, and profitability tool achieves necessary outcomes; Backup for Billing Specialist on any complex client issue or AR process, if necessary
  • Software Partners - Ensure prominent visibility of Finvisor on partner softwares; engage on ad hoc basis with partnership contacts at key SaaS partners


  • Bachelor's degree in Business, Finance, or related field
  • 7+ years of experience in financial services or related industry, with a focus on operations, client management, and project management.
  • Proven track record of leading successful client relationships and driving operational excellence.
  • Excellent communication, leadership, and interpersonal skills.
  • 3+ years rigorous project management experience
  • Familiarity with financial software tools and partnerships is a plus.


  • High degree of attention to detail
  • Trustworthy individual who holds sensitive information to strict confidentiality standards
  • Strong analytical and problem-solving skills
  • Comfortable dealing with numbers and the processing of financial information
  • Self-motivated and accountable to goals set by self and others
  • Able to plan, organize, and schedule in an efficient and productive manner while focusing on key priorities


  • Salary:
  • Base $90,000-$115,000 (adjusted for location)
  • Quarterly Revenue Share Bonus (historical bonus ranges between 15-30% of base pay)
  • Medical/dental/vision insurance, 401K contributions, FSA
  • Unlimited vacation policy
  • Exciting client base and close company culture
  • 1-2x/year in-person team off-sites

Why work at Finvisor?

We have a huge impact. Finvisor is a small company with a big impact. We are positioned as a trusted advisor for our clients, so they come to us for help understanding their financial position and to get guidance on important decisions.

  • We love Startups. This isn't your typical accounting job. Every client is different so, every day at Finvisor is a little different. One day you will be working with a startup who is building the next wearable apparel, and the next you might be helping a company with a SaaS based app.
  • We care about you. Finvisor works hard to create a positive environment for our employees, and we believe your life outside of work is important too! From an open vacation policy to a simple IRA we contribute to, we provide a culture with perks that support our team.
  • We value diversity. Growing and maintaining our inclusive and diverse team matters to us. We are committed to being a company where our employees feel comfortable bringing their authentic selves to work and have the ability to be successful
  • - every day.
  • We are passionate. Finvisor is full of passionate people and we are not one size fits all. Our clients are passionate about what they are building and we are passionate about supporting them.

Finvisor provides equal employment opportunity without regard to an applicant's race, sex, pregnancy, sexual orientation, gender identity or expression, genetic information, national origin, age, physical or mental disability, medical condition, religion, marital status or veteran status.

Company Details

Finvisor is the startup solution for all your back office and financial needs. You focus on building your company, we keep you updated on your financial performance, cashflow, and manage the day to day operations. Our team of CPAs, CFAs, brokers and payroll experts support some of the fastest growing companies in the United States.

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