Client Relationship Manager

CFO Leverage

Client Relationship Manager

Full-Time | Remote | Serving Nonprofit Organizations

About CFO Leverage

CFO Leverage is a fractional CFO and bookkeeping firm exclusively serving nonprofit

organizations. We partner with nonprofits to provide the financial leadership they need to fulfill their

missions — without the cost of a full-time CFO. Our team is passionate, responsive, and deeply

committed to the clients we serve.

Position Overview

We are looking for an energetic, organized, and people-focused Client Relationship Manager

(CRM) to serve as the connective tissue between our nonprofit clients and our internal accounting

services team. This is not a CFO role — you don't need to be a financial expert. You do need to be

someone who thrives on communication, stays on top of details, and genuinely enjoys building

relationships.

The ideal candidate is the kind of person who never lets an email fall through the cracks, shows up

to every meeting prepared, and makes clients feel heard and well taken care of.

Key Responsibilities

Client Communication & Relationship Management

• Serve as the primary point of contact between nonprofit clients and our accounting services

team

• Respond promptly to client emails and inquiries — responsiveness is a core expectation of

this role

• Build strong, trust-based relationships with client contacts through consistent, professional

communication

Meeting Coordination & Follow-Through

• Schedule and facilitate monthly check-in meetings between clients and our internal team via

Zoom

• Take detailed meeting notes and distribute action items following each call

• Track open items and follow up to ensure nothing falls through the cracks

Internal Coordination

• Coordinate between clients and our fractional CFOs and bookkeepers to ensure smooth

service delivery

• Flag issues, questions, or client concerns to the appropriate internal team member in a

timely manner

• Help keep client information and communication organized and up to date

Systems & Tools

• Assist clients in setting up and navigating our firm management and accounting software

platforms (training provided)

• Use Excel to manage and organize client data, tracking lists, and basic reporting as needed

• Schedule and manage Zoom meetings and maintain organized calendar coordination

Administrative Support

• Handle miscellaneous administrative tasks that support the client experience and internal

operations

• Help develop and improve client onboarding and communication processes over time

What We're Looking For

• Exceptionally responsive — you reply to emails quickly and follow through on commitments

• Highly organized with strong attention to detail

• Energetic, positive attitude — you bring good energy to every client interaction

• Comfortable using Zoom for scheduling and hosting virtual meetings

• Proficient in Microsoft Excel (basic to intermediate)

• Basic familiarity with nonprofit organizations or financial services is a plus — but not

required

• Excellent written and verbal communication skills

• Self-starter who can manage their own workload with minimal oversight

What You Don't Need to Be

You do not need to be a CPA, CFO, or financial expert. This role is about relationships,

communication, and coordination — not financial analysis. We will train you on the systems and

software we use.

Why CFO Leverage

• Work with a mission-driven team serving nonprofits that are making a real impact in their

communities

• Remote-first, flexible environment

• Collaborative culture with a tight-knit, supportive team

• Opportunity to grow within a fast-growing firm

Compensation & Benefits

Starting salary: $65,000/year

Benefits discussed during the interview process.

To Apply:
Please send your resume and a brief note about why this role is a great fit for you.

Job Type: Full-time

Pay: From $65,000.00 per year

Work Location: Remote