What are the responsibilities and job description for the Strategic Advisor for Financial Institutions position at Pivotal Finance?
About Pivotal Finance
Pivotal Finance is a leader in providing advisory, accounting, and tax solutions on a fractional basis. We specialize in serving clients nationwide, leveraging technology to enhance client experiences and streamline processes.
Job Summary
We are seeking a Strategic Advisor for Financial Institutions to join our team. As a key member of the service delivery team, you will work closely with internal teams to ensure seamless client experiences.
Responsibilities
In this role, you will be responsible for:
Pivotal Finance is a leader in providing advisory, accounting, and tax solutions on a fractional basis. We specialize in serving clients nationwide, leveraging technology to enhance client experiences and streamline processes.
Job Summary
We are seeking a Strategic Advisor for Financial Institutions to join our team. As a key member of the service delivery team, you will work closely with internal teams to ensure seamless client experiences.
- Manage large, named, key client accounts.
- Collaborate with the internal teams to introduce clients to new offerings and value-added services.
- Identify opportunities for upselling additional services to existing clients based on their evolving needs.
Responsibilities
In this role, you will be responsible for:
- Bachelor's degree in Business, Accounting, or related field.
- Proven experience in client management, account management, or a related role.
- Strong understanding of accounting and financial services.
- Tax planning experience is a plus.
- Knowledge of or the ability to learn new accounting and tax systems.
