Client Relationship Manager

About CFO Leverage

CFO Leverage is a fractional CFO and bookkeeping firm exclusively serving nonprofit organizations. We partner with nonprofits to provide the financial leadership they need to fulfill their missions — without the cost of a full-time CFO. Our team is passionate, responsive, and deeply committed to the clients we serve.

We are looking for an energetic, organized, and people-focused Client Relationship Manager (CRM) to serve as the connective tissue between our nonprofit clients and our internal accounting services team. This is not a CFO role — you don’t need to be a financial expert. You do need to be someone who thrives on communication, stays on top of details, and genuinely enjoys building relationships.

The ideal candidate is the kind of person who never lets an email fall through the cracks, shows up to every meeting prepared, and makes clients feel heard and well taken care of.

• Serve as the primary point of contact between nonprofit clients and our accounting services team
• Respond promptly to client emails and inquiries — responsiveness is a core expectation of this role
• Build strong, trust‑based relationships with client contacts through consistent, professional communication

• Schedule and facilitate monthly check‑in meetings between clients and our internal team via Zoom
• Take detailed meeting notes and distribute action items following each call
• Track open items and follow up to ensure nothing falls through the cracks

• Coordinate between clients and our fractional CFOs and bookkeepers to ensure smooth service delivery
• Flag issues, questions, or client concerns to the appropriate internal team member in a timely manner
• Help keep client information and communication organized and up to date

• Assist clients in setting up and navigating our firm management and accounting software platforms (training provided)
• Use Excel to manage and organize client data, tracking lists, and basic reporting as needed
• Schedule and manage Zoom meetings and maintain organized calendar coordination

• Handle miscellaneous administrative tasks that support the client experience and internal operations
• Help develop and improve client onboarding and communication processes over time

• Exceptionally responsive — you reply to emails quickly and follow through on commitments
• Highly organized with strong attention to detail
• Energetic, positive attitude — you bring good energy to every client interaction
• Comfortable using Zoom for scheduling and hosting virtual meetings
• Proficient in Microsoft Excel (basic to intermediate)
• Basic familiarity with nonprofit organizations or financial services is a plus — but not required
• Excellent written and verbal communication skills
• Self‑starter who can manage their own workload with minimal oversight

You do not need to be a CPA, CFO, or financial expert. This role is about relationships, communication, and coordination — not financial analysis. We will train you on the systems and software we use.

• Work with a mission‑driven team serving nonprofits that are making a real impact in their communities
• Remote‑first, flexible environment
• Collaborative culture with a tight‑knit, supportive team
• Opportunity to grow within a fast‑growing firm

Starting salary: $65,000/year

Benefits discussed during the interview process.

To Apply:

Please send your resume and a brief note about why this role is a great fit for you.