Customer Solutions Manager (Contract)

Ambrook; San Francisco (CA); Remote; USD 55,000 - 96,000; Part time

Job summary

Ambrook helps American family-run businesses become more profitable and resilient by rebuilding financial infrastructure for accounting, banking, and spending. The role focuses on advising complex farms and real economy businesses enrolled in Full Service, helping them clean their books and derive actionable financial insights.

You’ll work at the intersection of customers, strategy, and product operations, building processes and tooling to scale our impact across the customer base.

Qualifications

• Strong financial, bookkeeping, or accounting background.
• Ability to explain complex topics clearly to non-experts.
• Willingness to learn new business shapes and AI tooling.
• Patient, trust-building communicator.
• Curiosity about agriculture and the real economy.

Responsibilities

• Advise a portfolio of Full Service customers and untangle their books end-to-end.
• Shadow advisory calls and build relationships with your own client group.
• Set up and onboard diverse businesses onto Ambrook and analyze financial data for decisions.
• Identify opportunities for product and process improvements from customer work.
• Surface patterns to Product/Design/Engineering to turn manual work into software features.

Skills

Financial analysis

Bookkeeping

Accounting concepts

Relationship building

Clear communication

Job description

Ambrook helps American family-run businesses become more profitable and resilient. From volatile markets to climate shifts, independent operators face mounting pressure. While sustainable investments often yield the best long-term returns, they require financial clarity and capital that fragmented legacy systems can’t provide.

We are rebuilding the financial infrastructure that real economy operators rely on. By replacing paperwork with modern tools for accounting, banking, and spending, Ambrook gives owners the data they need to prove viability to lenders and the next generation. We empower the stewards of land and labor to make confident investments in their future.

We’re a Series B startup backed by Lachy Groom, Thrive Capital, Dylan Field, Thomson Reuters Ventures, Cameron Ventures, and leaders at Notion, Gusto, and Vercel. We’re looking for team members to help us untangle the intersection of American industry, climate, and the economy.

What you'll be driving in this role:

As a Customer Solutions Manager at Ambrook, you'll advise a portfolio of our most complex farms, ranches, construction companies, and other businesses enrolled in our Full Service offering. You'll help customers coming in with all shapes of financial data get to clean books, and then financial insights that they can use to make truly impactful business decisions. Beyond helping individuals, you’ll have an active role in building the systems, tools and product features that enable all businesses on Ambrook to have better insight into their numbers and be more profitable over time.

The role is part customer advisor, part builder. You'll work directly with producers to help them make strategic financial decisions. You'll also help figure out and build the right processes to ensure customers always have a set of finances they feel confident in. This role sits at the intersection of our customers, strategy, and product operations, where you’ll move between work that directly impacts your clients, and helping to build the tools and processes to scale that work across our customer base.

If you've ever wondered what it would feel like for your analysis to change someone's year - or their entire operation - this is the opportunity you’ve been looking for. The owners you'll work with don't have a finance team, but they care deeply about their businesses and are hungry for the information that will help them make the right decisions to grow, pivot, and set them up for success for generations to come.

This is a contract role targeting 20-40 hours per week.

Within 2 weeks you'll…

• Get fluent in our product, our customer base, and the specific shape of finance and operations across farms, ranches, and real economy businesses.
• Shadow advisory calls with existing customers and start building relationships with your own group of customers.
• Start setting up a diverse array of businesses for success, from helping them onboard onto Ambrook to digging into financial data to make decisions with more tenured customers.

Within 2 months you'll…

• Own the relationship for a full portfolio of Full Service customers, running the end-to-end process of untangling their existing books, figuring out the right structure to get them to their target business insights, and helping them make progress in that direction.
• Contribute to the success of Full Service customers broadly by identifying opportunities for product changes, process improvements, or internal tooling, and building some of them yourself.
• Surface patterns from your customer work back to Product, Design, and Engineering, so the things you're doing manually today can become part of the software in the future, including new reports and tooling.

About you

You have a strong financial, bookkeeping, or accounting background, and you're motivated by building relationships and helping customers get to real insights and decisions from their numbers. That might mean:

• You have a strong understanding of accounting concepts and their practical application to a variety of businesses. But you can also walk anyone through those topics without losing them.
• You're a patient, trust‑building communicator, and you're energized by working with people and helping them and their businesses become more successful over time.
• You love learning new things and are excited about ramping up on new shapes of businesses and AI tooling, even if you don't have a strong background in those areas today.
• You’re excited to jump into the energy of a startup, solving hard problems with a team that cares as much about the mission and impact as you do.
• Curiosity about agriculture, family businesses, and the real economy is a must. Direct experience is a bonus, but not a requirement.

The details

• Contract role, remote within the US.
• Flexible hours, with availability during typical business hours across US time zones to meet with customers. Some amount of customer work outside of meetings can be completed asynchronously whenever works for your schedule.
• Note: This is not a sales role.