Account Manager, CPA/CFP (Contract)

Overview

This contract Account Manager role supports a portfolio of complex, real-economy businesses enrolled in a Full Service offering. You’ll help customers move from messy financial inputs to clean books and actionable financial insights for better decision-making. The work is both advisory and operational—partnering directly with producers while also helping build the processes, tools, and reporting capabilities that allow the service to scale.

Responsibilities

• Advise a portfolio of complex farms, ranches, construction companies, and other enrolled businesses.
• Help customers transform diverse financial data into clean books and meaningful financial insights.
• Support strategic financial decisions alongside business owners who may not have a finance team.
• Help define and build the processes that ensure customers have reliable, confidence-building financial structures.
• Run end-to-end onboarding and ongoing support for Full Service customers, including untangling existing books.
• Identify opportunities for product changes, process improvements, and internal tooling based on customer needs.
• Contribute to scaling customer impact by surfacing patterns from customer work back to Product, Design, and Engineering.
• Assist with building and improving reporting and analytical tools so manual work can be translated into software.

Timeline and Milestones

Within 2 weeks you will:

• Become fluent in the product, customer base, and the shapes of finance and operations across farms, ranches, and real economy businesses.
• Shadow advisory calls with existing customers and begin supporting your own book of business.
• Set up a diverse set of businesses for success, including onboarding and working through financial data to support decisions.

Within 2 months you will:

• Own the relationship for a full portfolio of Full Service customers.
• Run the end-to-end process of untangling existing books and structuring finances toward target insights.
• Contribute to Full Service customer success by identifying product/process/tooling opportunities and building some of them.
• Surface recurring themes from customer work so that new reports and tooling reduce manual effort.

Requirements

• Background in FP&A, tax, strategic finance, startup finance, and/or strong bookkeeping or accounting.
• Strong fluency in accounting concepts and the practical application to a variety of businesses.
• Ability to explain accounting topics clearly to people whose expertise is not accounting.
• Patient, trust-building communication skills.
• Proactive work style and strong attention to detail.
• Motivation to help businesses understand their numbers and become more successful over time.
• Excitement to work with the pace and intensity of a startup environment and solve hard problems.
• Interest in being close to end customers and enabling direct product impact.
• Curiosity about agriculture, family businesses, and the real economy.

Preferred Qualifications

• Direct experience with agriculture and family businesses is a bonus, but not required.

Compensation & Benefits

• Contract role targeting 40 hours per week.
• Flexible for part-time (20–30 hrs) for the right candidate.

Location

• Remote within the US.
• Flexible hours, with availability during typical business hours across US time zones to meet with customers.
• Some customer work outside meetings can be completed asynchronously whenever works for your schedule.