Overview
This role leads an Expert Services team within the organization’s Global Business Solutions function, supporting accounting professionals who use the organization’s products and services. You will manage a remote, geographically distributed team while driving end-to-end service outcomes, continuous improvement, and high-quality customer experiences.
Responsibilities
- Lead a geographically distributed, remote team of accounting professionals, driving engagement, performance, and inclusion across time zones
- Own team outcomes end-to-end; proactively identify and resolve gaps without waiting for direction
- Operate effectively 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 obsession
- Use data to drive decisions and act on core KPIs (tNPS, IR, AHT, SQS), implementing improvements that deliver on customer outcomes
- Translate insights into action through monitoring, timely coaching, and closing performance gaps with measurable outcomes
- Foster a culture of ownership and innovation by encouraging the team to identify problems and take initiative
- Drive high-quality customer interactions using 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 alignment with the organization’s Mission, Operating Values, and Prosperity Principles in day-to-day leadership
- Drive continuous improvement and innovation across 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
Compensation & Benefits
- Competitive compensation package with pay for performance rewards approach
- 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 across categories of ethnicity and gender to support fair pay
Expected Base Pay Range
- California Remote (Not Bay Area): $105,500–$143,000
- Colorado Remote: $103,500–$140,000
- New York Remote: $119,000–$161,000
Location
Remote roles in California (Not Bay Area), Colorado, or New York.