SUPERHERO.

 WANTED.

Must be good with numbers

 CLIENT MANAGER 

ABOUT CREATE

What We Do

We believe that awesome, thriving, independent small businesses have the power to create better lives, better communities, a better society and a better planet.

 

Our purpose is to support small business owners by enabling them to create a business that delivers them more cash, more free time, and more enjoyment. Which together we call ‘more life’.

 

We’re an accountancy business, whose mission is to be way more than ‘just accountants’. We want to partner with small business owners, and be their ‘CloudCFO’.

 

‘Wtf is a CloudCFO!?’... A new breed of accountant built for the 2020s.

 

Imagine having a virtual Finance Director or ‘co-pilot’ for your small business, who’s alongside you for every step of the journey. Someone who can bring together their top-notch skills with numbers, add a structured approach to running & growing your business, and look after your entire financial world….

 

That’s what we do.

 

And we believe that every small business owner should have the opportunity to work with an accountant that can deliver that service.

How we work

 

We are a digital accountancy business, born in the cloud, and living in the future.

 

By leveraging technology, offshoring and agility - we can deliver amazing value to our clients by delivering the benefits you’d get from an in-house finance team, but at a much lower cost.

 

Our company is designed & built to run virtually, with no physical offices, and no strict working hours.

 

Our team can do most of our work from anywhere in the world that has access to electricity and an internet connection, and currently spans the UK, the Philippines, and India.

 ABOUT THE.
 OPPORTUNITY.

The Role

We want to offer you the opportunity to work for our small-but-awesome company as our second-ever Client Manager.

Your main area of responsibility will be looking after a group of our clients - and be responsible for helping them achieve their personal ambitions through their businesses. 

 

Whether that’s increasing the amount of cash they earn, reducing the hours they need to spend at work, or removing the stress of financial admin - you will be using your super-powers with numbers, people and technology to guide them on their journey to enjoying ‘more life’.

 

You’ll be a superhero in their eyes, because you’ll be making a profound difference to their quality of life, giving you oodles of job satisfaction and a clear purpose in your professional life,

 

You will ultimately be using your knowledge and skills to do immense good for your community, wider society, and the planet - by helping local independent small businesses to thrive.

We’re looking for an Ownership-Taker-in-Chief and catalyst for GSD that can keep the cogs of our internal processes running smoothly, like a well-oiled machine.

The Team

You’ll be the human interface between the clients and our back-of-house Operations Team. They’re the ones who will be supporting you with a full-stack support function to do all the heavy-lifting, and helping you to prepare accurate real-time data, valuable insights, and quality reports on our client’s financial wellbeing.

 

Think of them as being your in-house finance team - comprising a Finance Manager, Bookkeeper, and Payroll Team. All trained-up and on hand to help make your job, and your life, a breeze.

You'll be supported by and reporting into our Senior Client Manager - Luke. He's a qualified accountant with a wealth of experience, and all-around top guy to boot!

 

He joined us as our first UK team member back in April, and has forged a path through our training and onboarding process so you'll be able to follow in his wake.
 

 

The Training

Training will be given in how to leverage the technology that is currently disrupting the profession, enabling us to deliver huge amounts of value to our clients without tons of legwork.

 

You’ll be given the opportunity to exercise your soft skills in listening, communication, and empathy - as well as your core technical abilities - to get the job done in the most effective way.

.

We’ll also power-up your soft skills in coaching, selling, and communicating with clients - which will be super-transferable to pretty much any future role that you choose to move on to, and for to many other facets of life in general

 

The Growth

You’ll be our second UK-based hire, and will be helping out our first hire Luke to by taking on client-management duties for a selection of the businesses we work with.

 

We believe in continuous evolution and improvement. Your role will be adapting and evolving as you progress, so we can be pretty certain that you won’t get bored doing the same old stuff every week!

 

You’ll be given the freedom to bring your own ideas, methods and work-style to the party, and to contribute to the decisions we make, and the actions we take, as a team.

We’re a team that doesn’t take itself too seriously, and we like to have fun, because life’s too short not to enjoy what you spend a large chunk of your day doing.

But we're very serious when it comes to high performance, continuous improvement and lifelong learning. And we’re on a mission to support you in becoming as awesome at your job as you want to be.

 

The Time Commitment

The time commitment is 37.5 hours per week, typically 9.00am til 5.30pm with an hour break. However, we embrace flexible working, so you are free to flex these hours to suit your commitments outside of work.


The only set work times that must be adhered to are to attend our scheduled internal meetings, and any external meetings that you agree with our clients.


We have an offshore team based out in the Philippines to keep in touch with, so there may be some early morning meetings (8am onwards) required to keep the communication lines open!

 

The Location

We're a virtual company with no physical space to call our own, so there's no office to report to every day. But our de-facto HQ is Wizu Workspace at the Leeming Building in Leeds.

Our UK team and most of our clients are based in Yorkshire, so this role would suit someone who is based in that area.

However, most of the time, you’ll be able to work from anywhere in the world with internet connection and electricity for most of the time - whether that be at home, your favourite cafe, in the pub, or a beachfront tiki bar in Honolulu.

The only time you’ll be required to be in a specific physical location will be for our quarterly face-to-face meetings as a team and with clients (typically taking place in January, April, July and October).
 

You’ll be on the road occasionally too! Travel to client meetings in places like Manchester & Liverpool will be required as part of the quarterly meeting rounds, as well as day trips to / overnight stays in London.

 

The Boss

Check out Rich’s LinkedIn profile here, and mini-bio on the website here.

 

He started the business on his mum’s dining room table back in 2017. Spent the last four years diligently designing and building the rocketship (mostly when he wasn’t in the pub, but also when he was).

 

Now ready to light the fuse and blast off, as soon as he finds the perfect crew to accompany him on the journey 🚀

 

The Ask

Come ready to change the world - one small business owner at a time 🤘

 ROLE SPECIFICATION.

Role title:  Client Manager

Contract type: Full time employment contract
With a 3-month probationary period / break clause

Reward: £24,000+ per annum depending on experience
Paid monthly in arrears, on the 28th of each month

Work pattern: 37.5 hours per week on a semi-flexible basis (see ‘The Time Commitment’ section above)

Location: Your primary work location is totally up to you!

You are free to carry out your responsibilities from any location that is suitable for delivering your role - strong internet connection and access to electricity are the main requirements


Access to a quiet space free from background noise will be needed for video and telephone calls


Face-to-face client meetings will be carried out quarterly basis, around the Yorkshire area and further afield

Holidays: 5.6 weeks holiday per year, including all UK public holidays

Additional benefits: Incentive-based bonus structure to be agreed following completion of a 3-month probationary period.


Home office allowance @ £6 per week


Personalised mug for your home office (own tea & coffee must be provided)

Dress code: Wear something

Reporting into: Senior Client Manager

Other relationships: Founder (UK). Head of FinOps (Philippines), Operations Team (Philippines), Payroll Team (India)

Purpose of this role

As our new CloudCFO you will be responsible for delivering all aspects of the value proposition
that we offer our clients. That can be distilled into these three main areas:

 

  1. Being a Virtual FC for our clients, helping their businesses to fulfil their potential,
    and help them lead the lifestyle of a Rock And Roll Star

  2. Being the human interface between the client and the operational systems of the business

  3. Helping us to offer our services to more small businesses, and achieving our vision of every small business having access to a CloudCFO and a best-in-class virtual finance team

 

Responsibilities and Outcomes

You will be responsible for:

 Helping our clients improve the performance of their business 

  • Understanding each clients’ vision for their business, and how we will help them to achieve it

  • Monitoring each client’s results on a weekly basis, communicating and engaging with them on the performance of their business

  • Review monthly and quarterly reports comparing the client’s results to their targets. Carry out variance analysis to identify where they’re on / off target and how they can improve their results

  • Attend monthly / quarterly meetings with clients, to help them make decisions that
    will improve their business’s results

 

Ensuring our clients are supported and resolve with their questions
and concerns

  • Be the first point of contact for all client queries received via email and Whatsapp

  • Respond to clients’ questions and requests using the most appropriate communication method
  • Assist clients with technical questions on the apps and tools in their finance tech stack

 

We are delivering high quality work, and Clients’ data in Xero is complete,
accurate, and up to date

  • Reviewing the bookkeeping / payroll / accounting work that is completed by the Operations and Payroll Teams each week

  • Answer queries raised by the Operations Team on classifying transactions, bank reconciliations, client emails

  • Ensure clients are reminded about missing paperwork, payment approvals, and sign off of accounts / tax returns / VAT / payroll

Clients have control of the cash coming in and going out of their business

  • Approve supplier payment runs and payroll payments prepared by the Operations Team

  • Set up and maintain clients' purchase invoice approval workflows

New clients are onboarded efficiently, and consistently WOW’d throughout
our first 90 days working with them

  • Handling the communication and feedback with new clients throughout their onboarding

  • Conduct monthly onboarding calls

 

Our business achieves its revenue and profitability targets

  • Conducting our Discovery Call meetings with prospective clients

  • Complete quarterly fee reviews for existing clients

 ABOUT YOU.

Core Skills

To be considered for this role, you must be able to demonstrate these core skills:

  • Have the ability to deliver written and verbal communication in a simple, clear, and warm style

  • Show a healthy mixture of heart (because we care about their success) and backbone (because we need to be firm with them when needed) when communicating with clients

  • Be able to analyse financial information and reports, and provide insights and ask questions about the underlying data and root causes

  • Be able to challenge our assumptions and ways of thinking, in the style of a critical friend

  • Hold our clients and our team to account for completing the actions which they’ve committed to

Values and mindset

  • Dare to be different - you’re not afraid to think, speak and act in a way that’s opposite to the status quo, conventional wisdom, and common sense

  • Live above the line - you’re able to bring energy & positivity to every project and task - even when things aren’t going as expected or planned

  • Growth Mindset - you’re on a mission to be continuously improving & learning new skills, new software / apps, and new ways of working

  • Super communicate - you’re able to communicate with our team and with our clients using the right channel, with the right tone, at the right time

  • Naturally collaborative - you’re able to partner with others to create awesome results

  • Logical brain - you can understand the flow of a process, break it down into steps, and create clear and comprehensive instructions for others to follow

  • Build relationships - you’re honest, reliable, friendly and warm with other people

  • Agile - you seek feedback early and change course when needed, valuing continuous improvement over delayed perfection

 

Experience

  • Studying towards a recognised accounting qualification - e.g. ACA, ACCA, CIMA, AAT

  • Degree in a relevant subject

  • Minimum two years of experience working in finance and accountancy

  • Preparation and review of management accounts, statutory accounts, VAT returns, Corporation Tax returns, etc

  • Experience of a client-facing role within an accountancy practice would be an advantage

 

Career aspirations

 

You must have ambition and drive to help us create a more awesome business as we move forward.

 

We’re an early stage business, and we don’t yet have a full suite of sophisticated systems and processes built (but we’re working on it :) If you like to use your initiative and creativity, rather than sticking to what you’ve been asked to do, this is definitely the place for you.

 

This role offers you the satisfaction of seeing it grow into something bigger and successful in future. There are many ways you can grow with the company as it scales:

 

  • Developing new services that will allow us to deliver more awesome results for our clients

  • Specialising in specific areas to open up new revenue streams, deliver more value to clients, and help create more profits that can be re-invested into our business

  • Introducing new knowledge & skills to our Operations Team and delivering the training to embed them across the business

  • Getting involved with the business’s sales and marketing activities - through producing written content, video content, and running webinars

Our non-negotiables

These are the basic ‘hygiene factors’ that we require from you as a member of our team:

 

  1. Punctuality - being on time for all of our scheduled meetings

  2. Connectivity - strong internet connection so that we can take part  in video calls

  3. Environment - you will need a quiet location to work from which is free from background noise when we’re on video calls

  4. Equipment - laptop, USB headset and additional external monitor will be provided if required

To apply

  • Check out our website for more information on our business

  • Register your interest via LinkedIn here

Apply now

Thanks for reading!

 

Rich

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