We’re hiring a systems-minded operator who owns customer engagements end-to-end and builds real connection with our expert community.

This role sits within Operations (not traditional Customer Success). You will run customer relationships from onboarding through ongoing delivery — removing friction, creating structure, and making sure both customers and experts feel supported, aligned, and part of a team. Think of this as a blend of operations leader, relationship manager, and community builder.

You are not maintaining accounts. You are operating them and shaping the culture around them.

You will lead onboarding, run customer meetings, and manage timelines and delivery across multiple engagements. You’ll proactively identify bottlenecks, resolve issues early, and strengthen customer relationships so work runs smoothly and trust grows.

You will also manage and engage our network of Accounting and CFO experts — ensuring the right experts are matched to the right customers, expectations are clear, and communication stays strong. A key part of this role is making experts feel seen, heard, and supported, similar to how a people operations or culture leader would in a traditional office.

You will build and continuously improve SOPs and internal workflows, creating clarity where ambiguity exists. You’ll use tools like monday.com and AI to streamline communication, improve visibility, and automate repetitive work wherever possible.

• Client retention and account expansion
• On-time delivery of financials and work
• Time-to-onboard new customers
• Expert utilization and performance health

You are highly organized, proactive, and comfortable leading both customers and contractors. You think in systems, communicate clearly, and enjoy improving how things work. You bring a community mindset — you care about relationships, culture, and helping people feel connected and engaged even in a remote environment.

You are comfortable operating in ambiguity, excited by building structure, and motivated by seeing both customers and experts succeed.

FlowFi is an equal opportunity employer and is committed to building a diverse and inclusive team. We believe that great ideas come from different perspectives, backgrounds, and lived experiences. We welcome applicants of all identities and do not discriminate based on race, color, religion, national origin, gender identity or expression, sexual orientation, age, disability, veteran status, or any other protected characteristic.