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Account Manager, CPA/CFP (Contract)

Ambrook· Go-To-Market
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RemoteContractPosted 5d ago

About the role

Contract account manager role at Ambrook focusing on advising and supporting a portfolio of Full Service customers (farms, ranches, construction, and other real economy businesses) to untangle their financials, derive insights, and help scale profitability.

Responsibilities

  • Advise a portfolio of Full Service customers and help them untangle existing books to enable clean financials and actionable insights.
  • Support onboarding and ongoing advisory work for diverse businesses.
  • Help build processes, tools, and product features to scale customer insights across the platform.
  • Collaborate with Product, Design, and Engineering to surface customer patterns and drive new reports and tooling.
  • Shadow advisory calls with existing customers and progressively own a full book of business.

Qualifications

  • Experience in FP&A, tax, strategic or startup finance, or strong bookkeeping/accounting background.
  • Fluency in accounting concepts and ability to explain them to non-experts.
  • Patient, trust-building communication with stakeholders from non-accounting backgrounds.
  • Proactive, detail-oriented, and able to handle startup pace and intensity.
  • Desire to impact product used by thousands of customers and be close to end customers.
  • Curiosity about agriculture, family businesses, and the real economy.

Skills

Required:Accounting principles and applicationsCommunication and stakeholder managementCustomer relationship managementStartup adaptability
Nice to have:Product feedback and collaboration
Last updated Oct 21, 2026. Interested? Apply on the company site.
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About Ambrook

Accounting software made for America's family-run businesses

Manage your finances, improve your margins, and stay independent.

AccountingFinanceAgtechBookkeepingInvoicingPaymentsFarmersRanchers
Company profileWebsite

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