AgencyCFO Advisor

Cfo - Cambridge, MA

Full-time - Mid Level

Cambridge, MA

Educational Services

About the position

The AgencyCFO Advisor role is a pivotal position within the Agency Custom Financial Officer (AgencyCFO) program, focusing on client management and strategic financial guidance. This position requires a proactive approach to client relations, where the advisor will serve as the primary point of contact for assigned clients. The responsibilities include pulling client data on a monthly basis and inputting it into a custom financial model. Once the data is processed, the advisor will interpret the results and develop actionable recommendations to guide clients in their financial decisions. This role demands a high level of adaptability to meet the evolving needs of clients, ensuring that all tasks are completed to the satisfaction of both the client and the company. In addition to client management, the AgencyCFO Advisor will play a crucial role in new client acquisition. This includes participating in prospecting activities such as preparing for and staffing booths at events, contacting potential clients for appointments, and preparing executive briefings. The advisor will also contribute to marketing efforts by producing content such as articles, blogs, podcasts, and videos, as well as preparing for and attending conferences and trade shows. Administrative responsibilities are also a key component of this role. The advisor will track weekly, monthly, and annual goals, manage their calendar using Microsoft Outlook, and handle any clerical duties associated with the position. They will document standard operating procedures (SOPs) through video capture and written procedures, ensuring that processes are clear and accessible. Participation in team meetings, both virtually and in-person, is expected, along with the completion of any additional duties as assigned.

Responsibilities

• Serve as an account manager for the AgencyCFO program.
• Pull client data monthly and input it into the custom financial model.
• Interpret results and develop recommendations based on client data.
• Prepare agendas and execute client calls with and without team members.
• Ensure seamless onboarding and ongoing client relationship experience.
• Adapt to changing client requirements and special projects to meet customer satisfaction.
• Act as the point of contact for assigned clients and respond to communications and requests.
• Maintain positive contact with customers regarding all aspects of job and service.
• Input, manage, and maintain the AgencyCFO client deliverable database.
• Participate in prospecting activities, including preparing for events and contacting prospects.
• Contribute to marketing efforts by producing articles, blogs, podcasts, and videos.
• Track weekly/monthly/annual goals and objectives for the role.
• Manage clerical duties associated with the role.
• Document processes through video capture and written procedures.
• Participate in team meetings both virtually and in-person.

Requirements

• Proven experience in client management or account management roles.
• Strong analytical skills to interpret financial data and develop recommendations.
• Excellent communication skills for client interactions and presentations.
• Ability to adapt to changing conditions and client requirements.
• Experience in marketing or content production is a plus.
• Proficiency in Microsoft Outlook and video conferencing software.

Nice-to-haves

• Experience in financial services or consulting industries.
• Familiarity with financial modeling and analysis tools.
• Background in marketing or event management.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Flexible scheduling options.
• Professional development opportunities.