Senior Client Advisor & Growth Partner (Remote)

Club Capital; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Fully remote

Competitive compensation package

Medical

Dental

Vision

401k with company match

PTO

Paid holidays

Job summary

Club Capital, LLC is hiring a Senior Client Advisor to deliver top-tier advisory services for small business clients. You will oversee a portfolio, review monthly financials, and provide CFO-level guidance to drive growth.

In a remote-first setting, you’ll coordinate accounting activities, support monthly reporting, and collaborate with internal teams to extend services and insights to clients nationwide.

Qualifications

• 4+ years of accounting experience in bookkeeping, public accounting, or small business accounting.
• BS or MS in Accounting or Business, or equivalent experience.
• 3+ years in a client-facing role with ability to manage multiple clients.

Responsibilities

• Serve as SME and first contact for clients; review monthly financials and growth calls.
• Prepare financial statements to support client decision making.
• Oversee bookkeeping team and month-end close processes.
• Develop budgets and revenue targets with clients.
• Lead growth sessions to review performance and trends.
• Mentor other Client Advisors and coordinate with internal teams.
• Provide first-level payroll guidance and exceptional client service.
• Communicate progress to stakeholders and expand advisory services.

Skills

Client relationship management

Financial analysis

Communication skills

Time management

Education

BS or MS in Accounting or Business

Job description

Club Capital, LLC is hiring a Senior Client Advisor to deliver top-tier advisory services for small business clients. You will oversee a portfolio, review monthly financials, and provide CFO-level guidance to drive growth.

In a remote-first setting, you’ll coordinate accounting activities, support monthly reporting, and collaborate with internal teams to extend services and insights to clients nationwide.