Finance & Client Operations Lead
18 days ago
Verona
This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder. You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it. This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction. Primary Responsibilities: 1. Financial Ownership & P&L Visibility (Primary) You fully own day-to-day financial operations and clarity, including: • End-to-end ownership of P&L accuracy and visibility, • Payroll execution and review, • Accounts payable and vendor payments, • Invoicing, accounts receivable, and payment follow-up, • Credit card and expense reconciliation, • Management of the accounting inbox and all financial communications, • Reducing outsourced accounting work by 80%+ through internal ownership, • Designing and enforcing clean, repeatable client onboarding and invoicing processes, • PO creation and follow-up to ensure engineering work starts without delay The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status. 2. Project Accounting, Forecasting & Cash Control You ensure financial reality is always visible, current, and actionable. This includes: • Project-level financial tracking, • Revenue and cash flow forecasting, • Clear visibility into:, • When revenue is expected, • When cash is received, • Where timing, scope, or margin is drifting, • Surfacing risk early—before it becomes disruptive 3. Sales Execution Support & Revenue Operations You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline. This includes: • Owning inbound lead follow-up from website and HubSpot, • Prompt, professional calling and emailing of warm leads, • Ensuring every lead and deal has a clear next action, • Booking meetings without founder coordination, • Maintaining CRM discipline with zero stale deals, • Supporting phone and inbox management related to sales follow-up You ensure closers stay focused, prepared, and unblocked. 4. Client Experience & Professional Representation (Non-Negotiable) You own the client journey from first contact through billing and project kickoff. This includes: • Managing onboarding from PO through project start, • Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials, • Setting clear expectations around billing, milestones, and payment timing, • Acting as the primary point of contact for billing clarity and follow-through, • Ensuring a clean handoff from Sales to Engineering and Operations This is a client-facing role. Professionalism, clarity, confidence, and consistency are required. Clients should consistently feel: • Trust, • Control Tools & Systems • QuickBooks (P&L, invoicing, AP/AR, project accounting), • HubSpot (CRM, pipelines, dashboards, follow-ups), • Microsoft 365 (Outlook, Teams, OneDrive), • ADP (Payroll – training provided), • Calendly, • AI tools including ChatGPT, Plaud.ai, Fireflies, and Zapier Required Experience & Profile This role is for someone with ownership-level experience, not support-only exposure. Required: • 2–10 years of experience in one or more of:, • Finance Operations, • Revenue Operations, • Accounting or Controller support, • Client Operations, • Sales Operations, • Experience working closely with a founder or senior executive, • Proven comfort owning money, follow-up, and decisions, • Hands-on experience with:, • Invoicing, AR, and AP, • Financial operations and reporting, • CRM systems (HubSpot preferred), • Strong written and verbal communication, • Calm, professional presence in client and vendor conversations, • Degree in Business, Finance, Accounting, Operations, or related field, • Experience in manufacturing, engineering, or project-based businesses, • Not an administrative-only role, • Not calendar management as a primary function Success Looks Like • The founder trusts the numbers without hesitation, • Financial risk is visible early, • Clients experience clean, professional follow-through, • Sales momentum is supported without founder involvement, • The business runs cleaner, calmer, and faster