Responsibilities
- Own a portfolio of high priority customer relationships, ensuring their financial systems are set up for insight and action.
- Advise customers on how to leverage their financial data to make better decisions—whether it’s breakeven pricing, enterprise profitability, or loan readiness.
- Build repeatable processes, documentation, and automated workflows that contribute to a scalable service model.
- Grow customer relationships over time, identifying expansion opportunities and collaborating with sales when appropriate.
Work Arrangement
Hybrid
Additional Information
- Work-from-home/remote office stipend, or desk at Ambrook’s NYC office.
