Finance & Client Operations Lead

DEVELOP LLC • Full-time • Verona, Wisconsin, United States • $75k - $90k / year • 2m ago

Role Summary

This is not a traditional Executive Assistant role.

This role owns the financial operation of the business and supports sales execution so momentum, cash flow, and client confidence are never bottlenecked by the founder.

You act as a trusted proxy for the founder, with real authority over:

Financial visibility and execution
Client billing and payment conversations
Sales follow-up and CRM discipline
Client onboarding and internal handoff

If it touches money, forecasting, invoicing, AR/AP, payroll, or sales follow-through — you own it.

This role requires:

Strong financial judgment
High standards of professionalism
Calm, confident client-facing communication
Comfort representing the company in high-trust situations

Core Responsibility Split (Very Clear)

Finance: You own it.
Sales: You support execution and follow-through.
Founder: Not the backstop.

Core Ownership Areas

1. Financial Ownership & P&L Visibility (Primary)

You fully own day-to-day financial operations and clarity.

This includes:

Full ownership of P&L accuracy and visibility
Ownership of payroll execution and review
Ownership of accounts payable and vendor payments
Ownership of invoicing, AR, and payment follow-up
Ownership of credit card and expense reconciliation
Ownership of the accounting inbox and financial communications
Reducing outsourced accounting work by 80%+ through internal ownership
Designing and enforcing clean, repeatable client onboarding and invoicing processes
PO creation and follow-up so engineering work starts without delay

Expectation:
The founder does not check QuickBooks, AR, AP, or invoice status.

2. Project Accounting, Forecasting & Cash Control

You ensure financial reality is always visible and actionable.

This includes:

Project-level financial tracking
Revenue and cash flow forecasting
Clear visibility into:
When money is expected
When it actually arrives
Where timing or margin is drifting
Surfacing risk early, before it becomes disruptive
Providing clean inputs to support hiring, spending, and delivery decisions

This role exists to keep the business on offense, not reacting late.

3. Sales Execution Support & Revenue Operations

You support sales by ensuring nothing stalls due to lack of follow-up or organization.

This includes:

Owning inbound lead follow-up from website and HubSpot
Prompt, professional calling and emailing of warm leads
Ensuring every lead and deal has a clear next action
Booking meetings without founder coordination
Maintaining CRM discipline with zero stale deals
Supporting phone management related to sales follow-up
Coordinating with marketing, HubSpot workflows, and WordPress as needed

You are not the closer.
You make sure closers stay focused and prepared.

4. Client Experience & Professional Representation (Non-Negotiable)

You own the client journey from first contact through billing and project start.

This includes:

Managing onboarding from PO to kickoff
Sending and tracking W9s, ACH or wire details, intake forms, and onboarding materials
Setting clear expectations around billing, milestones, and payment timing
Acting as the primary point of contact for billing clarity and follow-through
Ensuring smooth handoff from Sales to Engineering and Operations

This role is client-facing.
Professionalism, clarity, consistency, and confidence are required.

Clients should feel: