Client Success Manager Job Description

100 Degrees Consulting is seeking an enthusiastic Client Success Manager to join the team. The CSM will guide clients through the discovery process into the support phase to ensure they’re receiving the tools and support needed to achieve their goals. This role will express and embody 100 Degrees Consulting’s mission, vision and values and how we work as a company. The CSM will be a liaison between the client and the client success team to ensure both sides are in alignment with each other. 

Our ideal candidate is someone who understands accounting, finance, or bookkeeping, and is also an excellent communicator and excited to share about the services that we provide with ideal clients. They don’t shy away from difficult conversations and are enthusiastic about providing a high level of service to all of our clients.

• Responsible for cultivating and maintaining client relationships
• Implement and maintain procedures that improve the client’s experience
• Plan and leads regular check-ins with clients
• Leads client gifting and appreciation initiatives
• Manages team capacity and resource planning
• Work to identify and/or develop upsell opportunities
• Creates referral program and consistently asks current and past clients for referrals
• Manages entire process from sales call through onboarding and relationship management
• Takes proactive steps to help clients achieve their goals and minimize client attrition
• Serves as a collaborative partner between leadership, team, and clients
• Handles conflict resolution with clients when needed; communicates directly and empathetically 
• Support CFOs and Bookkeepers in client service delivery
• Measure and improve client experience and satisfaction from onboarding and on an ongoing basis; make recommendations on improvement as needed and oversee execution
• Manage customer support and develop processes for private clients, members, and course students

Job Requirements

• Bachelor’s degree and experience in a customer-facing role, such as Customer Success, Customer Support or Account Management, and/or experience in accounting or finance working with multiple clients or projects 
• Experience working with senior and executive level clients
• Incredible attention to detail
• Are a skilled, professional writer and communicator
• Available to respond to team communication and take meetings during regular business hours in the US
• Maintain a workspace free of unnecessary distraction where client and internal calls may be taken in a professional manner
• Able to be on video chat for scheduled meetings 
• Experience with the following systems:
  • Dubsado
  • Ignition
  • Google Workspace
  • ClickUp
  • Slack
  • Zoom
  • QuickBooks Online
  • Other accounting software like Xero, QuickBooks Desktop, Netsuite, etc  is a plus

Qualities We’re Looking For

• Thrive in a fast-paced environment; can adapt and pivot under pressure
• Proactive in all aspects of your job; problem-solving, communication, and strategic planning. You strive to see around the corner and solve problems before they become problems.
• Organized and detail-oriented; you don’t miss any details when mapping out a process or workflow
• Creative and strategic thinker; you hate the phrase “this is how we’ve always done it” and you strive to bring new ideas to increase efficiency, effectiveness, and enjoyment!
• Hate being late and never miss a deadline; but if you do miss a deadline, you communicate proactively and present Plan B
• Hardworking, highly self-motivated, and a quick learner; you don’t rely on others to solve your problems. You go out and find answers yourself
• You’re not afraid of numbers; you don’t have to be a mathematician, but numbers are our game so you should be willing to learn CFO-speak. We also love KPIs and will look to you to analyze our metrics and make recommendations on how to improve or change course
• Proactive, willing to learn new things and energized to grow in your role
• While you’re super effective in getting the job done on your own, you also love supporting a growing team and visionary CEO; you’re a people person who loves bringing together a group of people to achieve a common goal
• Great sense of humor, high-energy, and enthusiastic for our mission

Benefits

• Compensation is competitive and commensurate with experience
• Employee 401(k) plan 
• Professional development opportunities, including virtual and in-person retreats
• We offer a flexible, fully remote work environment

How To Apply

• Send a cover letter explaining why you think we’re a good fit and your resume to hello@100degreesconsulting.com. 
• Applications without a cover letter will not be considered. 
• Please include “Client Success Manager” in the subject line.
• Deadline to apply is July 29th

About 100 Degrees Consulting

100 Degrees Consulting provides CFO and bookkeeping services to visionary leaders. We help nonprofit organizations and entrepreneurs globally on all things finance; accounting, bookkeeping, audit, board reporting, financial analysis, budgeting, cash flow, 990s, and compliance. We give leaders clarity and confidence in their numbers so they can make a bigger impact on the world.

We serve our clients with knowledge & expertise, passion for their mission, dependability, and approachability. We have high standards, high expectations, and we move quickly. We have extraordinary capacity and expect the same from everyone on the team. Most importantly, we love what we do and who we serve.

We are an equal opportunity employer, and you would be joining a small, diverse team. We believe that diversity is an asset and inclusion is non-negotiable, so please only apply if you share those values.

Please learn more at www.100degreesconsulting.com

Director of Operations Job Description

The Director of Operations (DOO) will be responsible for overseeing our internal, day-to-day operations of the business. They help prioritize ideas and translate the big picture into a strategic, detailed, and actionable plan. The DOO will ensure the team is aligned and hold them accountable for data-driven decision-making and results. The DOO keeps their finger on the pulse of 100 Degrees Consulting to quickly identify, prioritize, remedy, and remove bottlenecks. This position will be the right hand of the CEO, and we are looking for a proactive leader whose priorities are strengthening the business on the inside and growing the business on the outside. The right person will be most interested in growing into a full-time role at 100 Degrees while enjoying a flexible work environment, rather than trying to build their own business empire.

Leadership & Strategy

• Facilitates monthly, quarterly, and annual strategic planning and keeps the team aligned on short, medium, and long-term strategy
• Executes the strategic plan, achieving or exceeding planned P&L results
• Oversees all meeting agendas and effectiveness; facilitates and leads weekly team meetings
• Attends department meetings to ensure cross-departmental integration, synergy, and alignment to goals
• Works proactively and effectively with outside legal counsel, CPA, other contractors or professionals as needed
• Analyzes, specifies, manages, and integrates technical solutions with business processes, systems, and partners
  

Data

• Works with the CEO to effectively forecast income, expenses, and growth
• Ensures consistent, accurate, and timely KPI reporting from all departments, including sales, marketing, and client service delivery
• Uses data to identify bottlenecks before execution
• Analyze and update pricing model and time analysis
  

Team

• Strategically partner with leadership in recruitment, onboarding, development, and offboarding of best-in-class team
• Ensures the team is healthy, functional, and cohesive; drives team meeting agendas and all action items
• Balances team workload to ensure proper team utilization; ensure all work is assigned in Asana and project plans are thorough and detailed
• Plan team education, including team retreats; understand and assess development needs and find resources to meet those needs
• Confirm all key messages are properly and consistently communicated throughout the organization to ensure everyone is in the know
• Assist with team culture and morale initiatives
• Resolve issues effectively, see real problems, and get comfortable calling out problems and solving them in a practical, healthy manner
  

Systems

• Oversee creation and maintenance of systems and create feedback loop for continuous improvement
• Setup, integrate, and test all tech/tools and leverage automation where possible to increase efficiency
• Assist with client and internal password management and tech access for the team as needed
  

Marketing

• Determine, manage, and analyze marketing KPIs from all of our marketing channels, including but not limited to social media, email, speaking, podcast
• Create initiatives for company growth to help meet predetermined revenue and sales goals, and lead the team in execution
• Help develop scalable revenue streams and map out launch workflow and planning, including timelines and resources needed
• Oversee Marketing Coordinator and ensure strategic and tactical goals are being met
• Help develop editorial calendar to align with monthly, quarterly, and annual strategic goals 

Job Requirements

• 5+ years of proven experience in an operations role of a growing company
• 5+ year of proven experience in hiring, managing, and leading teams
• Marketing and business development experience, preferably in a service and/or online business
• Familiarity with the Visionary/Integrator concept

Systems and Softwares You Should Know

• Asana
• ClickUp
• Slack
• Dubsado
• ConvertKit
• WordPress
• Google Workspace
• Zoom
• ThriveCart
• MemberVault

Qualities We’re Looking For

• Thrive in a fast-paced environment; can adapt and pivot under pressure
• Proactive in all aspects of your job; problem-solving, communication, and strategic planning. You strive to see around the corner and solve problems before they become problems.
• Organized and detail-oriented; you don’t miss any details when mapping out a process or workflow
• Creative and strategic thinker; you hate the phrase “this is how we’ve always done it” and you strive to bring new ideas to increase efficiency, effectiveness, and enjoyment!
• Hate being late and never miss a deadline; but if you do miss a deadline, you communicate proactively and present Plan B
• Hardworking, highly self-motivated, and a quick learner; you don’t rely on others to solve your problems. You go out and find answers yourself
• You’re not afraid of numbers; you don’t have to be a mathematician, but numbers are our game so you should be willing to learn CFO-speak. We also love KPIs and will look to you to analyze our metrics and make recommendations on how to improve or change course
• Proactive, willing to learn new things and energized to grow in your role
• While you’re super effective in getting the job done on your own, you also love supporting a growing team and visionary CEO; you’re a people person who loves bringing together a group of people to achieve a common goal
• Great sense of humor, high-energy, and enthusiastic for our mission

Logistics

• Compensation is competitive and commensurate with experience
• The position will start part-time with 15-20 hours per week with the opportunity and intention to grow into full-time within six months, assuming growth and other targets are met
• We offer a flexible, remote work environment
• Employee 401(k) plan 
• Professional development opportunities, including virtual and in-person retreats
• We operate on US business hours (mostly Eastern Time) so you must be available to respond to team communication and take meetings during that time
• You maintain a workspace free of unnecessary distraction where client and internal calls may be taken in a professional manner

To Apply

• Send the following to hello@100degreesconsulting.com
  • Resume
  • Cover letter explaining why you think we’re a good fit
  • Brief 2-3 minute video introducing yourself and sharing your favorite system or tool
• Please include “Director of Operations” in the subject line.

About 100 Degrees Consulting

100 Degrees Consulting provides CFO and bookkeeping services to visionary leaders. We help nonprofit organizations and entrepreneurs globally on all things finance; accounting, bookkeeping, audit, board reporting, financial analysis, budgeting, cash flow, 990s, and compliance. We give leaders clarity and confidence in their numbers so they can make a bigger impact on the world.

We serve our clients with knowledge & expertise, passion for their mission, dependability, and approachability. We have high standards, high expectations, and we move quickly. We have extraordinary capacity and expect the same from everyone on the team. Most importantly, we love what we do and who we serve.

We are an equal opportunity employer, and you would be joining a small, diverse team. We believe that diversity is an asset and inclusion is non-negotiable, so please only apply if you share those values.

Please learn more at www.100degreesconsulting.com

About 100 Degrees Consulting

100 Degrees Consulting provides CFO and bookkeeping services to visionary leaders. We help nonprofit organizations and entrepreneurs globally on all things finance; accounting, bookkeeping, audit, board reporting, financial analysis, budgeting, cash flow, 990s, and compliance. We give leaders clarity and confidence in their numbers so they can make a bigger impact on the world.

We are seeking a high performing Bookkeeper to the team to deliver a high level of service to our clients because we’re growing by leaps and bounds.

We serve our clients with knowledge & expertise, passion for their mission, dependability, and approachability. We have high standards, high expectations, and we move quickly. We have extraordinary capacity and expect the same from everyone on the team. Most importantly, we love what we do and who we serve.

Bookkeeper Job Description

The bookkeeper handles multiple client accounts. This person needs to be financially savvy and extremely detail-oriented when it comes to the numbers. We are looking for a proactive bookkeeper whose top priority is client service. The right person will be most interested in serving our clients while enjoying a flexible work schedule, rather than trying to build their own business empire.

• Support client monthly close process in Quickbooks Online
• Bank and credit card account reconciliations
• A/P and A/R reconciliations
• Make journal entries
• Run payroll for clients
• Process vendor invoices for clients
• File 1099s for clients
• Enter budgets into QBO
• Create financial reports, including customized dashboards with graphs and charts
• Support CFOs with other data entry, financial analysis, and other work as needed
• Use tools like Asana and Slack to manage organization tasks, timelines, and budgets
• Liaise and communicate with 100 Degrees team via email, phone, Slack, Zoom to share knowledge, improve processes, and share wins and challenges

Job Requirements

• Highly experienced with Google Sheets and Excel
• Know Quickbooks Online like the back of your hand and flexible to learn other software as needed
• Embrace technology like Google Workspace, Dropbox, Expensify, Slack, ClickUp, Zoom, and have experience integrating software with Quickbooks Online
• Are a skilled, professional communicator

Qualities We’re Looking For

• Thrive in a fast-paced environment
• Organized and detail-oriented under pressure
• Are meticulous about accuracy and ensure anything you submit has been checked and double-checked
• Hate being late and never miss a deadline
• Communicate proactively with questions and updates 
• Believe that no journal entry is too big or too complicated and enjoy highly detailed work
• Energized by providing clients with best-in-class bookkeeping
• Hardworking, highly self-motivated, and a quick learner
• Proactive, willing to learn new things and energized to grow in your role
• Great sense of humor, high-energy, and enthusiasm for working on a small and growing team

Education and/or Experience

• Degree in accounting or related field, or 3 years’ experience with bookkeeping for businesses

Logistics

• Compensation is competitive and commensurate with experience
• We offer a flexible, remote work environment
• You must be available to respond to client communication and take meetings during regular business hours in the US
• You maintain a workspace free of unnecessary distraction, with reliable internet access, where client and internal calls may be taken in a professional manner
• You are able to be on video chat for scheduled meetings 

To Apply

• Please fill out our application

We are an equal opportunity employer, and you would be joining a small, diverse team. We believe that diversity is an asset and inclusion is non-negotiable, so please only apply if you share those values.

About 100 Degrees Consulting

100 Degrees Consulting provides CFO and bookkeeping services to visionary leaders. We help nonprofit organizations and entrepreneurs globally on all things finance; accounting, bookkeeping, audit, board reporting, financial analysis, budgeting, cash flow, 990s, and compliance. We give leaders clarity and confidence in their numbers so they can make a bigger impact on the world.

We are seeking a high performing Finance Manager to the team to deliver a high level of service to our clients because we’re growing by leaps and bounds. The Finance Manager will lead client engagements and support business development as the company grows. 

We serve our clients with knowledge & expertise, passion for their mission, dependability, and approachability. We have high standards, high expectations, and we move quickly. We have extraordinary capacity and expect the same from everyone on the team. Most importantly, we love what we do and who we serve.

Finance Manager Job Description

This is a client-facing role and would directly handle client accounts. This person needs to be financially savvy and able to provide high level analysis and value to our clients, but also willing to roll up their sleeves and do full-service bookkeeping. We are looking for a proactive leader whose top priority is client service. The right person will be most interested in serving our clients while enjoying a flexible work schedule, rather than trying to build their own business empire.

• Financial Analysis & Reporting – Support monthly financial forecasting and reporting for clients, perform ad hoc analyses, present findings to clients
• Bookkeeping – Support client monthly close process in various accounting systems, including bank reconciliations, A/P and A/R reconciliations, and journal entries, run payroll for clients, file 1099s for clients
• Project Management – Serve as lead project manager for client onboarding and various accounting projects. Use tools like ClickUp and Slack to manage organization tasks, timelines, and budgets
• Client Service & Communications – Deliver financial presentations to clients on a monthly basis. Liaise and communicate with current clients via email, phone, Slack, Zoom
• Processes – Develop, document, and update processes for monthly financial close in written and video SOPs
• Team Collaboration – Work closely with other Finance Managers/CFOs and team members to share knowledge, improve processes, and share wins and challenges

Job Requirements

• Highly experienced with Google Sheets and Excel
• Know Quickbooks Online like the back of your hand and flexible to learn other software as needed
• Experienced with nonprofit financial management, including 990 preparation, nonprofit audits, FASB and GAAP requirements, and restricted funds management
• Embrace technology like Google Workspace, Dropbox, Expensify, Slack, ClickUp, Zoom, and have experience integrating software with Quickbooks Online
• Are a skilled, professional writer and communicator

Qualities We’re Looking For

• Thrive in a fast-paced environment
• Organized and detail-oriented under pressure
• Hardworking, highly self-motivated, and a quick learner
• Great sense of humor, high-energy, and enthusiasm for working on a small and growing team

Education and/or Experience

• Bachelor’s degree in accounting or related field preferred 
• CPA would be great but not necessary
• 5 years’ experience leading the finance function of a nonprofit organization

Logistics

• Compensation is competitive and commensurate with experience
• The position may be full-time or part-time depending upon the candidate
• We offer a flexible, remote work environment
• You must be available to respond to client communication and take meetings during regular business hours in the US
• You have your own computer, mobile phone, and internet access
• You maintain a workspace free of unnecessary distraction where client and internal calls may be taken in a professional manner
• You are able to be on video chat for scheduled meetings 

To Apply

• Please fill out our application

We are an equal opportunity employer, and you would be joining a small, diverse team. We believe that diversity is an asset and inclusion is non-negotiable, so please only apply if you share those values.

About 100 Degrees Consulting

100 Degrees Consulting provides CFO and bookkeeping services to visionary leaders. We help nonprofit organizations and entrepreneurs globally on all things finance; accounting, bookkeeping, audit, board reporting, financial analysis, budgeting, cash flow, 990s, and compliance. We give leaders clarity and confidence in their numbers so they can make a bigger impact on the world.

We are seeking a high performing CFO Consultant to the team to deliver a high level of service to our clients because we’re growing by leaps and bounds. The CFO Consultant will lead client engagements and support business development as the company grows. 

We serve our clients with knowledge & expertise, passion for their mission, dependability, and approachability. We have high standards, high expectations, and we move quickly. We have extraordinary capacity and expect the same from everyone on the team. Most importantly, we love what we do and who we serve.

Chief Financial Officer Consultant Job Description

This is a client-facing role and would directly handle client accounts. This person needs to be financially savvy and able to provide high level analysis and value to our clients, but also willing to roll up their sleeves and do full-service bookkeeping. We are looking for a proactive leader whose top priority is client service. The right person will be most interested in serving our clients while enjoying a flexible work schedule, rather than trying to build their own business empire.

• Financial Analysis & Reporting – Support monthly financial forecasting and reporting for clients, perform ad hoc analyses, present findings to clients
• Bookkeeping – Support client monthly close process in various accounting systems, including bank reconciliations, A/P and A/R reconciliations, and journal entries, run payroll for clients, file 1099s for clients
• Project Management – Serve as lead project manager for client onboarding and various accounting projects. Use tools like ClickUp and Slack to manage organization tasks, timelines, and budgets
• Client Service & Communications – Deliver financial presentations to clients on a monthly basis. Liaise and communicate with current clients via email, phone, Slack, Zoom
• Processes – Develop, document, and update processes for monthly financial close in written and video SOPs
• Team Collaboration – Work closely with other CFOs and team members to share knowledge, improve processes, and share wins and challenges

Job Requirements

• Highly experienced with Google Sheets and Excel
• Know Quickbooks Online like the back of your hand and flexible to learn other software as needed
• Embrace technology like Google Workspace, Dropbox, Expensify, Slack, Asana, Zoom, and have experience integrating software with Quickbooks Online
• Are a skilled, professional writer and communicator
• E-commerce accounting with specific experience in Shopify and PayPal (Not required, but a plus)

Qualities We’re Looking For

• Thrive in a fast-paced environment
• Organized and detail-oriented under pressure
• Hardworking, highly self-motivated, and a quick learner
• Great sense of humor, high-energy, and enthusiasm for working on a small and growing team

Education and/or Experience

• Bachelor’s degree in accounting or related field preferred 
• CPA would be great but not necessary
• 5 years’ experience leading the finance function of a business

Logistics

• Compensation is competitive and commensurate with experience
• The position may be full-time or part-time depending upon the candidate
• We offer a flexible, remote work environment
• You must be available to respond to client communication and take meetings during regular business hours in the US
• You have your own computer, mobile phone, and internet access
• You maintain a workspace free of unnecessary distraction where client and internal calls may be taken in a professional manner
• You are able to be on video chat for scheduled meetings 

To Apply

• Please fill out our application 

We are an equal opportunity employer, and you would be joining a small, diverse team. We believe that diversity is an asset and inclusion is non-negotiable, so please only apply if you share those values.

About 100 Degrees Consulting

100 Degrees Consulting provides CFO and bookkeeping services to visionary leaders. We help nonprofit organizations and entrepreneurs globally on all things finance; accounting, bookkeeping, audit, board reporting, financial analysis, budgeting, cash flow, 990s, and compliance. We give leaders clarity and confidence in their numbers so they can make a bigger impact on the world.

We are seeking a high performing Bookkeeper to the team to deliver a high level of service to our clients because we’re growing by leaps and bounds.

We serve our clients with knowledge & expertise, passion for their mission, dependability, and approachability. We have high standards, high expectations, and we move quickly. We have extraordinary capacity and expect the same from everyone on the team. Most importantly, we love what we do and who we serve.

Bookkeeper Job Description

The bookkeeper handles multiple client accounts. This person needs to be financially savvy and extremely detail-oriented when it comes to the numbers. We are looking for a proactive bookkeeper whose top priority is client service. The right person will be most interested in serving our clients while enjoying a flexible work schedule, rather than trying to build their own business empire.

• Support client monthly close process in Quickbooks Online
• Bank and credit card account reconciliations
• A/P and A/R reconciliations
• Make journal entries
• Run payroll for clients
• Process vendor invoices for clients
• File 1099s for clients
• Enter budgets into QBO
• Create financial reports, including customized dashboards with graphs and charts
• Support CFOs with other data entry, financial analysis, and other work as needed
• Use tools like Asana and Slack to manage organization tasks, timelines, and budgets
• Liaise and communicate with 100 Degrees team via email, phone, Slack, Zoom to share knowledge, improve processes, and share wins and challenges

Job Requirements

• Has US 501(c)(3) nonprofit bookkeeping experience
• Highly experienced with Google Sheets and Excel
• Know Quickbooks Online like the back of your hand and flexible to learn other software as needed
• Embrace technology like Google Workspace, Dropbox, Expensify, Slack, Asana, Zoom, and have experience integrating software with Quickbooks Online
• Are a skilled, professional communicator

Qualities We’re Looking For

• Thrive in a fast-paced environment
• Organized and detail-oriented under pressure
• Are meticulous about accuracy and ensure anything you submit has been checked and double-checked
• Hate being late and never miss a deadline
• Communicate proactively with questions and updates 
• Believe that no journal entry is too big or too complicated and enjoy highly detailed work
• Energized by providing clients with best-in-class bookkeeping
• Hardworking, highly self-motivated, and a quick learner
• Proactive, willing to learn new things and energized to grow in your role
• Great sense of humor, high-energy, and enthusiasm for working on a small and growing team

Education and/or Experience

• Degree in accounting or related field, or 3 years’ experience with bookkeeping for nonprofit organizations

Logistics

• Compensation is competitive and commensurate with experience
• The position may be full-time or part-time W2 employee depending upon the candidate
• We offer a flexible, remote work environment
• You must be available to respond to client communication and take meetings during regular business hours in the US
• You maintain a workspace free of unnecessary distraction, with reliable internet access, where client and internal calls may be taken in a professional manner
• You are able to be on video chat for scheduled meetings 

To Apply

• Please fill out our application

We are an equal opportunity employer, and you would be joining a small, diverse team. We believe that diversity is an asset and inclusion is non-negotiable, so please only apply if you share those values.