Overview
This role leads an Expert Services team in a remote, geographically distributed environment, supporting accountants who use the organization’s products and services. You’ll drive end-to-end outcomes, coach performance, and use customer and operational metrics to continuously improve service delivery.
Responsibilities
- Lead a geographically distributed, remote team of accounting professionals, driving engagement, performance, and inclusion across time zones
- Own team outcomes end-to-end by proactively identifying and resolving gaps without waiting for direction
- Operate in a fast-paced, evolving environment with speed, clarity, and accountability
- Hire, develop, and retain top talent; build a high-performing culture of accountability, continuous improvement, and customer focus
- Use data to drive decisions and take action against core KPIs (tNPS, IR, AHT, SQS), implementing improvements aligned to customer outcomes
- Translate insights into action through monitoring, timely coaching, and closing performance gaps with measurable results
- Foster a culture of ownership and innovation by encouraging the team to identify problems and take initiative
- Drive high-quality customer interactions through feedback loops, quality reviews, and continuous improvement
- Lead one-on-ones, team operating mechanisms, and development planning to accelerate growth and accountability
- Serve as a bridge between frontline teams and senior leadership by synthesizing insights and influencing improvements
- Ensure daily leadership aligns with the organization’s Mission, Operating Values, and Prosperity Principles
- Continuously improve team processes and service delivery to optimize operations and enhance customer satisfaction
Qualifications
Required
- Active CPA or CPB credential, 5+ years managing books for small business clients, or Bachelor's degree in Accounting, Finance, or related field
- Proven experience leading a geographically diverse, remote workforce with demonstrated success driving engagement and performance
- Demonstrated track record of ownership and delivering results in ambiguous, fast-moving environments; experience using data to drive decisions and improve outcomes
- Active QuickBooks ProAdvisor certification
Leadership Capabilities
- People Champion: Builds inclusive culture through empathy, transparency, and trust
- Business Accelerator: Understands strategy and planning horizons to prioritize work and increase impact
- Data Driven: Uses quantitative and qualitative data to identify root cause and iterate through experimentation
- Change Leader: Influences stakeholders, communicates problems clearly, and drives alignment on shared outcomes
- Domain Expert: Leverages tools and technologies, evolving discipline to build scalable solutions
Compensation & Benefits
The organization provides a competitive compensation package with pay for performance.
This position may be eligible for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs.
Pay offered is based on job-related knowledge, skills, experience, and work location. Regular comparisons are conducted across categories of ethnicity and gender to support ongoing fair pay.
Expected Base Pay Range (Remote)
- California Remote (Not Bay Area): $105,500–$143,000
- Colorado Remote: $103,500–$140,000
- New York Remote: $119,000–$161,000
Location
Remote in California (Not Bay Area), Colorado, or New York.