Financial Growth Consultant
7 days ago
This is an exciting opportunity to work as a Financial Growth Consultant at Corvee. We're looking for someone who can help our clients achieve their financial goals through proactive tax planning.
Main Responsibilities:- Develop and implement strategic plans to drive financial growth for our clients.
- Collaborate with accounting firm owners and partners to challenge them to become better versions of themselves.
- Analyze data and market trends to provide actionable insights for client growth.
- Manage a portfolio of 60+ clients with high-touch, personalized support.
- Minimum 3 years of experience in client success or account management.
- Strong analytical and problem-solving skills, with the ability to derive insights from data.
- A customer-centric mindset, with a focus on delivering exceptional results.
- Competitive salary range: $80,000 - $105,000 per year.
- Unlimited PTO, allowing you to recharge and pursue your passions.
- Equity opportunities, enabling you to share in the company's success.
- A comprehensive benefits package, including a 401k plan with matching, health insurance, and paid parental leave.
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Business Growth Consultant
7 days ago
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Financial Operations Lead
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Chief Revenue Growth Officer
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New Business Growth Specialist
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Chief Financial Architect
4 weeks ago
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Proactive Business Development Consultant
7 days ago
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Senior Financial Analyst
1 week ago
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Strategic Financial Operations Specialist
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Bodega, California, United States Jerry Full timeAbout Jerry:Jerry is a pioneering all-in-one car management platform, revolutionizing how individuals navigate the complexities of car ownership.With a strong foundation in artificial intelligence and machine learning, our innovative app simplifies and automates various aspects of car maintenance, from insurance and financing to safety and repairs. As we...
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Bodega, California, United States Nav Full timeDrive Innovation in FintechAt Nav, we're revolutionizing small business financing by giving owners access and control. This mission-driven approach attracts curious, purpose-driven individuals who push boundaries and strive for excellence. As a Strategic Product Director for Financial Technology, you'll lead the development and delivery of innovative...
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