Overview
This role involves leading the strategy and operating model for a rapidly growing bookkeeping service division. The focus is on leveraging AI, automation, and technology to transform how bookkeeping work is delivered, improving quality, speed, and scalability. The position requires setting a clear vision for scalable, technology-enabled service delivery and managing a high-performing team through a period of rapid change. Collaboration with product, fintech, strategy, operations, and go-to-market teams is essential to align accounting solutions with evolving business and market needs.
Responsibilities
- Own the strategic roadmap for bookkeeping services to proactively address customer needs and market changes
- Reimagine bookkeeping delivery by identifying opportunities for AI, automation, and tooling to enhance quality, speed, and scale
- Develop and maintain an efficient, scalable operating model covering month-end close, reconciliation, and quality control
- Lead, mentor, and grow a team of bookkeeping professionals, fostering adaptability amid evolving tools
- Define and track key performance indicators related to service quality, efficiency, and customer satisfaction to inform decisions
- Collaborate cross-functionally with product, marketing, and fintech teams to refine and expand accounting solutions
- Support resolution of complex accounting issues, ensuring compliance and accuracy through team knowledge
Requirements
- 8+ years of leadership experience in operations, preferably within service divisions focused on bookkeeping or similar areas
- Experience managing teams of 25 or more, including remote teams, with a proven ability to scale and reshape large service operations
- Strong leadership skills with a track record of developing teams in dynamic, growth-oriented environments
- Demonstrated use of technology, automation, or AI to significantly improve work processes at scale
- Proven ability to enhance team efficiency or output quality through strategic use of AI tools and automation
- Working knowledge of bookkeeping services sufficient to guide process design and ensure high-quality delivery
- Bachelor’s degree in Business Administration, Accounting, Finance, or equivalent work experience
Preferred Qualifications
- Hands-on experience deploying AI or automation tools in operational or service-delivery contexts
- Experience working with home services professionals, contractors, or related industry segments
- Strong analytical skills focused on operational efficiency and data integrity
- Knowledge of industry best practices in accounting systems and technology
- CPA or EA certification is a plus
- Broad or deep cross-functional expertise
- Resilience and ability to thrive in ambiguous, fast-changing environments
Compensation & Benefits
- Salary range: $96,000 - $120,000, determined by skills, experience, and geographic location
- Eligibility to participate in the company’s equity plan
- Comprehensive benefits including medical, dental, vision, disability insurance
- Employee assistance program
- 401(k) retirement plan
- Flexible paid time off and paid parental leave
- Monthly technology reimbursements
Location
- Headquarters in Denver, Colorado, with a global team
- This role is open to candidates in various locations, with salary adjusted accordingly
The organization is committed to diversity and inclusion and is an equal opportunity employer. All hiring decisions are made by human representatives, though AI-powered tools may be used to support application review and assessment processes.