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About the RoleeXFinancial, Inc. is a CPA-led advisory and accounting firm serving 300+ clients. We're hiring an Operations &amp; Client Success Director to be the professional, polished front door of our business &mdash; the person clients trust, our founder relies on, and our systems run through.This role owns day-to-day client operations end to end: communication, scheduling, and billing follow-through, and representing the firm well in every interaction &mdash; whether that's a warm client check-in, a sales-adjacent conversation, or occasionally a billing conversation handled with professionalism and grace. We're looking for a true operator: organized, personable, and comfortable being the gatekeeper who keeps everything running smoothly &mdash; not a collections specialist.What You'll OwnClient Relationships &amp; Front-of-House<ul><li>Be the warm, professional first point of contact for clients &mdash; messages, calls, scheduling, and general questions</li><li>Own the daily backlog of client communication &mdash; nothing sits unanswered more than 24 business hours</li><li>Run intake for new leads and route them correctly; comfortable on sales-adjacent or discovery-style calls</li><li>Act as a thoughtful gatekeeper for the founder's time &mdash; routing, prioritizing, and handling what doesn't need her personal attention</li></ul>Billing, Collections &amp; Client Care<ul><li>Own the accounts receivable pipeline &mdash; friendly, proactive follow-up on outstanding invoices before they go stale</li><li>Ensure completed work is actually invoiced and collected in a timely, professional manner</li><li>Notice and address early signs a client relationship needs attention (a payment lapse, an unanswered message, a service question) before it becomes a bigger issue</li><li>When a billing disagreement or dispute does arise, handle it calmly and professionally, and know when to loop in the founder or documentation support</li></ul>Operations &amp; Documentation<ul><li>Coordinate with bookkeeping and accounting support staff on deliverable tracking</li><li>Maintain clean, organized records (engagement letters, invoices, delivery confirmations) as a matter of good operating practice</li><li>Manage relationships with practice management and billing software vendors</li></ul>What We're Looking For<ul><li>Proven experience in client success, account management, front-of-house operations, or sales support for a service-based business (accounting, legal, consulting, hospitality, or similar preferred)</li><li>You should be someone who stays calm and effective in difficult client conversations, including occasional billing or payment discussions &mdash; this is where you'll add real value</li><li>Strong written and verbal communication &mdash; you'll represent the firm directly to clients and, on occasion, on sales-adjacent calls</li><li>Highly organized, self-directed, and comfortable owning outcomes without daily oversight</li><li>Familiarity with CRM/invoicing platforms (Keap/Infusionsoft, QuickBooks, or similar) a plus</li></ul>Compensation Structure<ul><li>Base salary: $24,000&ndash;$36,000/year ($2,000&ndash;$3,000/month)</li><li>Performance bonus tied to accounts receivable actually collected each month</li><li>Milestone bonuses at key operational checkpoints (client backlog cleared, dispute rate reduced, first full independent operating cycle)</li></ul>How to ApplySend a resume and a short note (2&ndash;3 sentences) describing a time you resolved a difficult client situation or payment dispute &mdash; we care more about this than a formal cover letter.Pay: $24,000.00 - $36,000.00 per yearBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Hybrid remote in Atlanta, GA 30337

Operations & Client Success Director — eXFinancial, Inc.

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Operations & Client Success Director — eXFinancial, Inc.