Strategic Financial Leader and Client Partner

CleverProfits; United States; Remote; USD 150,000 - 210,000; Full time

Job summary

CleverProfits is seeking a strategic leader to guide financial and revenue strategy across clients. You will lead a high-performing team, partner with C-level executives, and ensure timely, accurate delivery of financial services to key clients.

The role emphasizes market innovations, pricing optimization, and strong client relationships, with a focus on outcomes and partnership growth across multiple industries.

Responsibilities

• Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success.
• Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
• Collaborate with C-level peers to ensure financial strategies support overall company objectives.
• Analyze and submit monthly financial reports for clients.
• Recommend best practices in financial operations and cash flow management to clients.
• Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls.
• Manage projects and client engagements, ensuring timely and accurate delivery of financial services.
• Build relationships with other professionals and organizations to foster long-term partnerships.
• Stay ahead of market trends to provide innovative solutions and recommendations.
• Identify new business opportunities and partnerships to expand revenue streams and market presence.
• Optimize pricing strategies and revenue models to maximize profitability while maintaining customer satisfaction.
• Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement.
• Work with cross-functional teams, including product development, finance, and operations, to align efforts with business objectives.

Job description

CleverProfits is seeking a strategic leader to guide financial and revenue strategy across clients. You will lead a high-performing team, partner with C-level executives, and ensure timely, accurate delivery of financial services to key clients.

The role emphasizes market innovations, pricing optimization, and strong client relationships, with a focus on outcomes and partnership growth across multiple industries.