OverviewAdaptCFO is a fast-growing outsourced accounting and finance firm supporting small and mid-sized businesses across the U.S.We are hiring aClient Experience Specialistto own the day-to-day execution of client delivery, billing accuracy, and operational coordination across the business.This role sits at the center of our organization, working directly with clients, our accounting team, and leadership to ensure:Deliverables are completed on time and within budget Billing is accurate and aligned with work performed Clients are supported and retained Operational processes run efficiently as we scaleSuccess in this role means creating a consistent, reliable client experience while reducing internal bottlenecks and identifying opportunities for growth.This is a high-impact, hands-on role with a clear path into leadership as the company grows.Key ResponsibilitiesClient Experience & CommunicationServe as a primary point of contact for assigned clients Manage client communication, follow-ups, and requests Support and help lead client check-ins and QBRs Proactively identify and resolve client issuesDelivery & Budget AccountabilityTrack monthly deliverables across bookkeeping, controller, and CFO services Ensure deadlines are met (10–15 business day close target) Monitor team utilization and ensure work stays within budget Flag risks early and drive resolutionBilling & Revenue AccuracyAssist with client billing and invoice preparation Ensure billing aligns with scope, deliverables, and hours worked Identify underbilling, missed charges, and scope creep Help maintain consistent and scalable billing processesUpsells & Account GrowthIdentify opportunities for additional services (CFO, cleanup, add-ons) Surface opportunities to leadership and support execution Ensure clients are properly scoped as they growOnboardingSupport onboarding of new clients Coordinate data collection, access, and system setup Ensure a smooth transition into recurring workflowsTeam CoordinationWork closely with offshore accounting team (Philippines) and U.S.-based CFOs Maintain clear communication and accountability across teams Identify performance gaps and escalate when neededOperations & Process ImprovementHelp build and refine SOPs across onboarding, delivery, and billing Identify inefficiencies and implement improvements Support operational structure as the company scalesWhat Success Looks LikeClients are satisfied, retained, and not escalating issues Monthly closes are consistently on time Work is delivered within budgeted hours Billing is accurate, complete, and timely Upsell opportunities are identified and acted on Leadership is not pulled into day-to-day executionQualifications2–5+ years of experience in operations, client services, or service-based businesses Strong written and verbal English communication skills Highly organized with strong attention to detail Comfortable managing multiple clients and priorities Ability to hold team members accountable in a professional way Experience in accounting, finance, or professional services is a strong plus Experience with tools like QuickBooks, HubSpot, or similar platforms is a plusCompensationBase Salary:$24,000 – $42,000 USD (depending on experience)Performance BonusAnnual bonus tied to client retention Additional upside tied to upsell support and revenue growthWhy AdaptCFOFully remote team High ownership role with direct impact on the business Clear path to leadership as the company grows Exposure to U.S.-based clients and finance operations Fast-paced, entrepreneurial environment