Build your next chapter at FinStackk

The Role

What You'll Do

• Operations Strategy: Develop and execute scalable operations strategies across Accounting, Tax, Payroll, Compliance and CFO Services
• Service Delivery: Oversee end-to-end service delivery, ensuring high standards of quality, accuracy, timeliness and client satisfaction
• Process & Automation: Standardize processes, improve operational efficiency and drive automation in partnership with Product and Technology teams
• People Leadership: Build, lead and develop high-performing operations teams, managers and functional leaders
• Performance Management: Establish operational KPIs and dashboards to monitor productivity, quality, SLAs, capacity and profitability
• Capacity & Scalability: Lead workforce planning and operational readiness to support business growth and seasonal demand
• Quality & Risk: Strengthen quality-control frameworks, operational controls and compliance processes
• Cross-Functional Leadership: Collaborate with the CEO, Sales, Client Success, Finance, HR, Product and Technology teams to achieve business objectives
• Continuous Improvement: Identify operational gaps and implement initiatives that improve efficiency, client experience and overall business performance

What We're Looking For

• Master’s degree in Accounting, Finance, Business Administration or a related field; CA, CPA, CMA, or equivalent professional qualification preferred
• 10+ years of progressive experience, with significant experience in operations leadership
• Proven experience leading large, multi-functional teams in accounting, tax, payroll, compliance, finance outsourcing, BPO, CAS or professional services (Big 4 candidates preferred)
• Strong understanding of U.S. accounting, taxation, payroll and compliance operations
• Experience managing U.S.-based clients or U.S.-focused service delivery teams
• Demonstrated experience in scaling operations within a high-growth organization
• Strong understanding of operational metrics, workforce planning, quality management and process improvement
• Experience working with technology/product teams to automate operational workflows
• Strong commercial understanding, including cost management, productivity and service-line profitability
• Preferred: Experience in a U.S. accounting firm, CAS practice, tax outsourcing organization, finance BPO or technology-enabled accounting services company
• Preferred: Experience managing multiple service lines simultaneously and implementing ERP, accounting, workflow or compliance technology
• Preferred: Experience building operations from an early-stage or rapidly scaling environment
• Preferred: Familiarity with platforms such as QuickBooks, Gusto, ADP, Avalara or similar accounting, payroll and compliance technologies

Why This Role

• Opportunity to shape the operations function of a rapidly growing fintech/accounting services company
• Work at the intersection of Accounting, Tax, Compliance and Technology
• Direct exposure to U.S. businesses and the North American market
• Significant ownership and autonomy in building scalable operations
• Opportunity to work closely with the founding leadership team and influence the company’s growth strategy

The Role

What You'll Do

• Identify and engage potential US clients through outbound prospecting, referrals, inbound leads, and other sales channels
• Own the end-to-end sales cycle (prospecting, qualification, discovery, presentations, proposals, negotiations, and closing)
• Conduct consultative discovery to understand client business needs, pain points, and service requirements
• Clearly communicate FinStackk’s value proposition and recommend relevant solutions
• Build and maintain a healthy sales pipeline and consistently follow up on opportunities
• Achieve agreed targets for new client acquisition and revenue
• Build strong, long-term relationships with US clients and key decision-makers
• Act as a trusted point of contact for assigned accounts
• Conduct regular account reviews to understand changing client needs and identify opportunities for additional services
• Drive client retention, renewals, upselling, and cross-selling
• Proactively address client concerns and coordinate with internal teams to ensure timely resolution
• Partner with Accounting, Tax, Compliance, Payroll, and Operations teams to ensure a smooth client onboarding and service experience
• Maintain accurate CRM records, opportunity stages, account information, and follow-up activities
• Prepare regular pipeline updates and revenue forecasts
• Share client feedback and market insights with relevant internal teams
• Ensure a professional and consistent client experience throughout the sales and account lifecycle

What We're Looking For

• 1–4 years of experience in B2B sales, business development, account management, or a similar client-facing role
• Direct experience working with US-based clients or the US market
• Proven ability to generate new business and close sales
• Experience managing opportunities from initial outreach through contract closure
• Strong consultative selling, discovery, presentation, negotiation, and relationship-management skills
• Excellent spoken and written English, with confidence communicating with founders, business owners, and senior stakeholders
• Strong follow-up and pipeline-management discipline
• Comfortable working independently while collaborating with cross-functional teams
• Experience using CRM and sales-management tools
• Willingness to work in hours aligned with US clients

Why This Role

• Work directly with US businesses and decision-makers
• Own the complete sales and client relationship journey
• Build expertise across US accounting, tax, payroll, compliance, and business services
• Work in a growing, collaborative environment with significant ownership and visibility
• Opportunity to grow with a fast-scaling US business services platform

What Success Looks Like

• New client acquisition and revenue achievement
• Consistent pipeline generation and conversion
• Client retention and account growth
• Upselling and cross-selling of relevant FinStackk services
• Strong client relationships and satisfaction
• Accurate CRM and pipeline management
• Effective collaboration with internal teams

The Role

What You'll Do

• Conduct Sales Tax Nexus studies across US states and determine registration and filing obligations
• Manage sales tax registrations and coordinate with clients for necessary documentation
• Oversee monthly/quarterly sales tax filings and ensure compliance with state-specific regulations

The Role

What You'll Do

• Manage day-to-day corporate, regulatory, and international compliance activities
• Handle compliance requirements under FEMA, RBI regulations, Companies Act, and other applicable regulations
• Support and manage ODI and FDI transactions, including documentation, reporting, filings, and ongoing compliance
• Support US entity incorporation, registration, and ongoing compliance for clients
• Review financial and corporate documents required for incorporation, investment, and regulatory filings
• Prepare and maintain statutory records, resolutions, registers, compliance documentation, and transaction records
• Maintain compliance calendars and ensure timely completion of regulatory filings and reporting
• Coordinate with clients, regulatory authorities, auditors, consultants, legal professionals, and internal teams
• Monitor changes in FEMA, RBI, corporate, tax, and international compliance regulations and assess their impact on clients

The Role

What You'll Do

• Assist in processing payroll for U.S. employees (weekly/bi-weekly/monthly)
• Maintain and update payroll records (new hires, terminations, salary changes)
• Support payroll tax filings and ensure compliance with federal, state, and local laws
• Handle employer queries related to payroll, taxes, and deductions
• Assist in audits by preparing payroll data and reports
• Reconcile payroll reports and resolve discrepancies
• Communicate with state agencies and the IRS for filings, compliance, and audits
• Support benefits administration (health, dental, vision, retirement plans) and employee queries