Oversee end-to-end delivery of all Fractional COO & Coaching engagements, ensuring methodology consistency and client satisfaction across the portfolio.
Directly manage, coach, and develop team leads and individual team members when needed; conduct regular 1:1s, performance reviews, and capacity planning.
Work with the COO of SMB Team to build, refine, and enforce standardized financial frameworks including P&L management, cash flow forecasting, and balance sheet review for client engagements.
Handle client escalations related to the departments led, while working with other departments when needed.
Collaborate with the COO and senior leadership on fractional service product development, pricing, and operational scalability.
Maintain business operating rhythms and systems within the fractionals team including KPI’s and quarterly boulder planning.
Manage & optimize the department budgets including capacity planning of the delivery teams.
Work with tech teams to build systems and processes including automations and AI assisted workflows
Requirements
10+ years of progressive experience in operations leadership roles with demonstrated success.
Demonstrated ability to analyze core financial statements: P&Ls, cash flow statements, and balance sheets.
Experience leading and managing teams of 5 or more direct reports in a company with $20M+ in annual revenue.
Meaningful experience working with small-to-mid-market companies in the $10M–$15M revenue range, not solely enterprise or Fortune-level organizations.
Bachelor's degree in Business, Finance, Accounting, or a related field (preferred; equivalent experience considered).
Commitment to consistent methodology delivery and client accountability frameworks.
High professionalism, discretion, and executive presence when interfacing with law firm owners and senior leadership.
Experience managing client escalations and client experience
High levels of technological abilities and understandings, including experience utilizing AI on a high level
Benefits
We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
FLEXIBLE VACATION TIME
We encourage you to take time to recharge so you can be your best here at work.
Team member education and learning budget on courses, events and books.