OverviewAdapt CFO is a fast-growing outsourced accounting and finance firm supporting small and mid-sized businesses across the U. S.
We are hiring a Client Experience Specialist to 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 scale Success 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 Responsibilities Client Experience & Communication
Serve 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 issues Delivery & Budget Accountability
Track 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 resolution Billing & Revenue Accuracy
Assist 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 processes Upsells & Account Growth
Identify opportunities for additional services (CFO, cleanup, add-ons)
Surface opportunities to leadership and support execution
Ensure clients are properly scoped as they grow Onboarding
Support onboarding of new clients
Coordinate data collection, access, and system setup
Ensure a smooth transition into recurring workflows Team Coordination
Work closely with offshore accounting team (Philippines) and U. S.-based CFOs
Maintain clear communication and accountability across teams
Identify performance gaps and escalate when needed Operations & Process Improvement
Help build and refine SOPs across onboarding, delivery, and billing
Identify inefficiencies and implement improvements
Support operational structure as the company scales What Success Looks Like
Clients 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 execution Qualifications
2–5+ 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 Quick Books, Hub Spot, or similar platforms is a plus CompensationBase Salary: $24,000 – $42,000 USD (depending on experience) Performance Bonus
Annual bonus tied to client retention
Additional upside tied to upsell support and revenue growth Why Adapt CFO
Fully 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