CFO Services Strategic Partner - Remote

Overview

This is a high visibility role within the CFO Services team where you will partner directly with the Head of GTM to drive CFO opportunities (with startup founders!) through both creative and analytical strategic projects.

In Short

• Collaborate with cross functional teams on strategic projects.
• Improve and develop foundational content for sales and marketing.
• Craft targeted marketing campaigns for startup founders.
• Support the Head of GTM throughout the sales process.
• Design a content strategy for existing CFO clients.
• Create CFO-branded content highlighting client case studies.
• Identify key insights from client interactions to find emerging opportunities.
• Create dashboards to track GTM strategy health.

Requirements

• 2+ years of finance and strategy experience.
• Experience in finance and BD/sales-enablement roles.
• Passionate about understanding CFO Services and startup finance needs.
• Strong communication and interpersonal skills.
• Creative thinker and strong writer.
• Ability to understand complex business requirements.
• Quick learner of financial concepts.
• Strong critical thinking skills.
• Ability to operate independently in a fast-paced environment.
• Organized and process-driven.

Benefits

• Investment in employee development and happiness.
• Opportunity to join a seasoned founding team.
• Flexible vacation/time-off policy.
• All federal holidays observed.
• Competitive benefits package.
• Parental leave for birthing or non-birthing parents.
• 401(k) plan.