Join the Rapidly Growing Team at Attivo Partners!
Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!
Why Attivo?
Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.
What We Offer:
- Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
- Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
- Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
- Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.
Our Values:
- Lasting Relationships: We build solid and enduring connections with our clients and team members.
- Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
- Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
- Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
- Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.
Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!
Role Overview
The Business Development Representative (BDR) pairs full-cycle client accounting ownership with new-business development to support Attivo’s continued growth. On the accounting side, the BDR manages an assigned book of clients end-to-end, with the technical depth of the role scaling from Assistant Controller through Controller level depending on the individual’s experience — from month-end close, financial statement preparation, AR/AP, and payroll, up through client financial statements with fluctuation analysis, financial modeling, budgets and forecasts, and (at the Controller level) managing Attivo staff supporting the client book. On the business development side, the BDR owns the complete sales cycle for new client acquisition, from warm-intro follow-up and discovery calls through proposal development, negotiation, and handoff to the delivery team. The ideal candidate is comfortable context-switching between deep, technical accounting work and relationship-driven sales conversations, is self-directed and entrepreneurial, and brings a demonstrated track record of closing new business within the startup/VC ecosystem.
Client Accounting Responsibilities (Assistant Controller - Controller)
- Manage full-cycle client accounting for an assigned book of business, including month-end close, eliminations & consolidations, preparing and booking journal entries, account reconciliations, and variance analysis
- Prepare client financial statements, including thoughtful and value-added fluctuation analysis and budget vs. actual comparisons
- Build and maintain financial models to help clients manage cash and make proactive operational decisions
- Manage Accounts Receivable: invoicing, collections, contract review, and cash forecasting
- Manage Accounts Payable: entry accuracy, timely payment, vendor management, and policy compliance
- Process client payroll and general HR responsibilities, including onboarding, terminations, and benefits compliance
- Utilize on-chain accounting tools to streamline processes and improve data accuracy; manage token accounting (token warrants and token compensation) for crypto-native clients
- Set client accounting and tax policies; define and implement revenue recognition policies (ASC 606) as client needs require
- Create and manage KPI dashboards for clients
- Oversee client tax-related matters to ensure timely compliance, and support annual financial audits as needed
- As scope and experience grow toward the Controller level, manage and mentor Attivo staff supporting the client book
Business Development Responsibilities
- Own the full new-business sales cycle for Attivo, from first touch through signed engagement.
- Managing warm-intro follow-up on referrals from VCs, accelerators, and existing clients
- Maintaining CRM/pipeline hygiene — logging touches, tracking deal stages, and updating forecasts
- Conducting discovery calls to understand a prospect's stage, pain points, and needs
- Translating discovery findings into scoped service packages and fee structures
- Delivering demos and walkthroughs showing prospects how Attivo works with similar-stage companies
- Building and sending custom proposals
- Negotiating scope, contract terms, and pricing through to close
- Managing handoff from signed deal to onboarding: coordinating with delivery/accounting teams to confirm staffing capacity before committing to a deal
- Maintaining relationships with VCs, accelerators, and founder communities to support ongoing referral flow
- Attending occasional startup ecosystem events and client meeting
- Participating in weekly pipeline reviews with leadership, covering deal stages, forecasted closes, and capacity needs
- Candidate is expected to close 24 deals per year
Requirements
- 7+ years of progressive, full-cycle accounting experience spanning Assistant Controller to Controller-level responsibilities, including experience managing month-end close, client financial statements, and fluctuation analysis across multiple clients/entities
- 5+ years in a quota-carrying, new-business sales/business development role in B2B or professional services
- Demonstrated full-cycle deal ownership — personally sourced, pitched, negotiated, and closed new clients independently, with specific deals/dollar figures
- Existing network or track record selling into the startup/VC ecosystem (accelerators, VC firms, founder communities) that has converted into signed clients
- Hands-on, production experience running close and reporting in both QuickBooks Online and NetSuite
- Direct experience working with venture-backed or early-stage startup clients
- Sales pipeline management and forecasting, including deal-stage and close-rate tracking
- Proposal and pitch deck development skills (e.g., PowerPoint, Google Slides)
- Solid understanding of GAAP; familiarity with ASC 606 revenue recognition a plus
- Advanced+ Excel skills, including financial modeling, budget vs. actual analysis, and the ability to manipulate larger data sets; experience with SQL a plus
- Software proficiency across a modern startup finance stack (e.g., QuickBooks Online, Xero, NetSuite, Brex, Ramp, Rippling, Gusto)
Preferred Experience
- CRM proficiency (e.g., HubSpot)
- Experience with Campfire, Rillet, or Carta
- Experience with crypto accounting software (e.g., Bitwave, Cointracker, Tres) and reconciliation of on-chain transactions; 2+ years at a crypto-native company a plus
- Prior experience building financial models and accounting policies/procedures from scratch
- Exposure to specific verticals (SaaS, biotech, consumer, etc.) beyond general startup experience
- Deep accounting/CAS product knowledge
- Formal sales methodology training
- Existing VC/accelerator relationships and public speaking/conference presence for lead generation
- Experience implementing workflow automation or AI-enabled tools; familiarity with generative AI tools and automation platforms
Education
- Bachelor’s degree in Accounting or Finance preferred; CPA or CFA preferred
Professional Attributes
- Comfortable context-switching between detailed, technical accounting work and relationship-driven sales conversations
- Self-directed and entrepreneurial — manages own pipeline and client deliverables without close supervision
- Naturally relationship-oriented — builds trust quickly with founders and investors, while genuinely valuing the ongoing client relationship, not just the close
- Resilient with rejection
- Detail-oriented under pressure — protects accounting accuracy even when business development is heating up
- Confident but not pushy — favors advisory-style selling over hard-sell tactics
- Curious and adaptable — comfortable learning new tools, industries, and client situations quickly
- Strong time management and prioritization instincts
- Professional integrity and an entrepreneurial spirit, with a passion for helping companies scale and grow
Location
- Remote
- San Francisco or New York City - commutable for events
- Required travel for company events: 2x per year
- Travel required for opportunity and client meetings
Reports To: Head of Business Development
Compensation:
Assistant Controller - $120,000-$155,000 - base salary, depending on experience
Controller - $145,000-$180,000 - base salary depending on experience
- 10% target bonus
- $45,000 to $60,000 target annual commission
Position Status: Full-Time, Salaried + Commission
Benefits
Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires.
Final Notes
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply.
Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.
