Senior Financial Operations Specialist

About us:
We empower small and medium-sized enterprises by connecting them with experts to supercharge their operations.

A powerful platform, a dedicated team of experts, and actionable business insights come together in one place to transform how businesses manage their financial performance. We use a blend of people and technology to provide a digital-first finance solution that allows business owners to focus on big-picture business growth.
We are building a cutting-edge platform that blends human expertise with automation. Our deep investment in AI and workflow automation empowers our experts to seamlessly deliver financial services at scale.
Since launching, we have been a fast-growing company committed to reshaping how SMEs manage their financial operations.

The Financial Operations Partner is the key and consistent point of contact for their assigned customer group, ensuring their financial operations run smoothly while unlocking long-term value from our services.
The Financial Operations Partner is accountable for guiding customers through onboarding, managing ongoing service delivery, resolving major issues, and proactively engaging clients with insights and advice to improve retention and renewal outcomes. Internally, you will orchestrate your team of cross-functional experts to ensure quality customer experiences through their daily interactions with us.
You want to work at a company looking to disrupt an industry that is set in its ways. You want to move quickly, challenge yourself, and grow. You are an accounting professional looking for your next challenge. You thrive in client-facing roles and prefer engaging with customers to help drive their business improvement rather than being buried in a back-office role. You have experience in client relationship management and are eager to deepen your expertise in this area. Your technical accounting background enables you to effectively deliver our 'Insights' product, leveraging financial data to guide businesses on operational improvements. You excel in problem-solving, are highly collaborative and can manage a team to results. You can translate financial insights into actionable strategies that help SMEs thrive. You are passionate about customer success, strategic financial advisory, and leveraging AI-driven solutions to create efficiencies for businesses.
Key Workflow Responsibilities
Customer Relationship & Account Health
Serve as the primary relationship owner for a portfolio of customers. Proactively engage with customers to ensure high satisfaction, strong retention, and revenue growth. Identify opportunities for service expansion and upsell opportunities within the customer's financial needs. Serve as a customer advocate, providing insights and feedback to internal teams to enhance services and automation capabilities.
Onboarding & Change Management
Oversee customer onboarding, ensuring a smooth transition to our services. Guide customers through training, communications, and change management, setting them up for long-term success. Service Quality & Issue Resolution
Be accountable for overall account health, working with your team to ensure that service quality standards are met. Act as an escalation point for major customer issues, coordinating with Managers and Experts to resolve challenges. Deliver Insights Product
Lead a structured and regular meeting cadence with customers to provide insights and advice that supports the customers to achieve their business goals and objectives. Utilise financial data to help customers improve operations and drive business performance. Ensure strong adoption and engagement with our Insights product, helping customers extract value from financial insights. Team Leadership & Collaboration
Lead and mentor a cross-functional team aligned to your customer portfolio. Set clear goals, provide coaching, and foster a culture of ownership, data-driven decision-making, and continuous improvement. Coordinate resource planning with Functional Leads to ensure capacity meets commercial commitments.
Core Competencies
Customer-Centric:
Strong ability to build trusted relationships and advocate for customer needs. Strategic Thinking:
Ability to see the bigger picture and advise customers on financial efficiencies. Collaboration & Leadership:
Drive cross-functional collaboration to deliver positive customer outcomes. Problem-Solving & Initiative:
Proactively identifies issues and takes ownership of solutions. Process-Oriented:
Comfortable working within structured workflows and guiding process improvements. Strong Communication:
Excellent written and verbal communication skills, able to convey complex ideas clearly. Skills & Qualifications
Accounting degree and qualification required. Experience in client-facing roles, such as Business Advisory, Client Accounting, Virtual CFO, or Public Practice Accounting. Team leadership experience. Strong understanding of financial operations, bookkeeping, or back-office finance workflows. Amazing communicator who can get cut through with business owners by making complex financial concepts approachable. Ability to analyse data and translate insights into action plans for customers. Proficiency in digital tooling and workflow platforms, including market software and the ability to use and improve our core platform, as well as CRM tools (e.g., HubSpot, Salesforce). Change management experience, particularly in helping SMEs transition to new service models. Bonus:
You have worked in a startup or run your own business. This is desired, but not absolutely required. In essence, we are looking for individuals who have energy, hunger, humility and intelligence. Why Join Us?
Be part of a high-growth, tech-enabled financial services company reshaping how SMEs manage their operations. We embrace a hybrid working culture, with a blend of in-office collaboration and remote work flexibility to support productivity and work-life balance. Turbo charge your career by working in a customer-focused, strategic role with a direct impact on business growth and retention. Collaborate with a team of experts in finance, product & automation, and customer success. Career progression opportunities as we scale and expand into new markets. Next Steps