ambrook - Account Manager, CPA/CFP (Contract)

• As an Account Manager at Ambrook, you'll advise a portfolio of our most complex farms, ranches, construction companies, and other businesses enrolled in our Full Service offering. You'll help customers coming in with all shapes of financial data get to clean books, and then financial insights that they can use to make truly impactful business decisions. Beyond helping individuals, you’ll have an active role in building the systems, tools and product features that enable all businesses on Ambrook to have better insight into their numbers and be more profitable over time. • The role is part customer advisor, part builder. You'll work directly with producers to help them make strategic financial decisions. You'll also help figure out and build the right processes to ensure customers always have a set of finances they feel confident in. This role sits at the intersection of our customers, strategy, and product operations, where you’ll move between work that directly impacts your clients, and helping to build the tools and processes to scale that work across our customer base. • Get fluent in our product, our customer base, and the specific shape of finance and operations across farms, ranches, and real economy businesses. • Shadow advisory calls with existing customers and start supporting your own book of business. • Start setting up a diverse array of businesses for success, from helping them onboard onto Ambrook to digging into financial data to make decisions with more tenured customers. • Own the relationship for a full portfolio of Full Service customers, running the end-to-end process of untangling their existing books, figuring out the right structure for their target insights, and moving in that direction. • Contribute to the success of Full Service customers broadly by identifying opportunities for product changes, process improvements, or internal tooling, and building some of them yourself. • Surface patterns from your customer work back to Product, Design, and Engineering, so the things you're doing manually show up in the software, including new reports and tooling.