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Propeller Industries · 12 hours ago

Client Services CFO - B2B

United States

Full-time

Remote

Senior Level, Lead/Staff, Director/Executive

$270K/yr - $300K/yr

12+ years exp

Propeller Industries is a company that helps high-growth companies navigate financial challenges following institutional funding. They are seeking a Client Services CFO to build and manage a portfolio of venture-backed B2B companies, providing strategic advisory and leading engagement teams while leveraging operational infrastructure and financial insights.

AccountingConsultingFinanceFinancial Services

Responsibilities

Own the full B2B sales cycle from outreach to signed engagement

Build pipeline through networking, referrals, and strategic outreach

Develop compelling proposals and expand within existing accounts

Serve as primary CFO advisor and relationship owner

Lead strategic financial discussions and board prep

Identify opportunities for deeper engagement and service expansion

Build and lead U.S. and international engagement teams

Delegate FP&A, accounting, and controller work effectively

Ensure quality, timeliness, and continuous improvement

Own portfolio financial performance and profitability

Optimize margins, utilization, and resource allocation

Leverage PIE and Propeller’s data platform for differentiated insight

Document workflows and contribute to institutional knowledge

Qualification

CPAMBAB2B business developmentFinancial advisoryMulti-client managementB2B SaaS expertiseProfessional services knowledgeTeam leadershipRelationship-drivenSystems-orientedEntrepreneurial mindsetTechnically curious