Shape the future of a growing services business by leading its shift from project-based work to a sustainable, recurring revenue model. This is a senior leadership role with direct access to the Owner, requiring deep expertise in both revenue generation and operational excellence.
What You’ll Own
- End-to-end responsibility for the revenue engine — from pipeline creation and sales execution to onboarding, delivery quality, and long-term client retention
- Leadership of a global, remote team across time zones, using clear KPIs and structured weekly rhythms to maintain accountability and performance
- Design and enforcement of a recurring-revenue commercial model, including service packaging, pricing strategy, scope boundaries, and minimum engagement terms
- Execution of weekly sales and operations meetings, live performance dashboards, and monthly business reviews with leadership
- Continuous improvement of client retention through stronger onboarding, communication standards, and issue escalation processes
- Proactive management of team capacity to protect delivery quality during growth phases
- 13-week cash flow forecasting and early identification of financial risks
- Development of scalable operational systems — SOPs, templates, checklists — that ensure consistency and repeatability
- Regular reporting and optimization of key metrics: MRR health, close rates, delivery timeliness, rework, and labor efficiency
Who You Are
- A proven builder who has scaled a services business from startup to $1M–$5M in revenue
- Someone who has led both commercial growth (sales, pricing, pipeline) and delivery operations (staffing, quality, retention)
- Experienced in selling and managing monthly recurring service offerings such as bookkeeping, accounting, fractional CFO, or IT managed services
- Skilled at improving client retention through better scoping, onboarding, and escalation management
- Comfortable leading distributed teams with a focus on outcomes, priorities, and accountability
- Data-driven — you rely on scorecards and KPIs, not gut feel
- Experienced in remote work environments, fluent with tools like Slack, Zoom, ClickUp, and Google Workspace, and ideally familiar with US or UK-based business contexts
Preferred Experience
- Success selling to mid-sized B2B service firms with $2M–$4M in revenue
- Background in building referral or partner networks with accountants, attorneys, lenders, or financial advisors
- Thrives in lean environments — you value ownership, speed, and agility over corporate structure
Technology Environment
Slack, ClickUp, Google Workspace, Google Meet, Zoom, QuickBooks Online (QBO), Canopy, UltraTax
Work Model
Remote role with core collaboration hours between 10:00 AM and 3:00 PM Central Time (CT). Team spans multiple time zones, requiring flexibility and strong asynchronous communication skills.
Culture & Environment
- Lean, high-ownership culture — you’re trusted to lead and execute
- Speed and initiative are valued over bureaucracy
- Decisions are driven by data, not opinions
- Focus on building scalable, repeatable processes that support long-term growth
