Client Portfolio Manager (Controller)
United Statesonsitemanager
via Greenhouse
About this role
As a Client Portfolio Manager, you will lead a compact team to deliver financial operations solutions to your client portfolio. In this role, you will drive client relationships, ensure quality delivery across your portfolio, and continuously improve how your team operates. Your primary purpose is to bring financial clarity and peace of mind to small businesses so they can focus on their passions and grow with confidence. You will be a "builder," creating and proving out a new team model. This role requires a challenger mindset and a comfort with ambiguity, as you will operate without a fully mapped playbook, making judgment calls and iterating as the model evolves.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in United States. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams