Trusteer Financial

Business Operations Manager 

Client onboarding, project coordination, CRM and firm operations, with integrated Chief of Staff-style support. 

Company Overview 

Who are we? Trusteer Financial is a growing boutique finance and accounting firm based in New York. We serve as a trusted partner and advisor to companies in the technology, media, entertainment, life sciences, and crypto industries. Our mission is to remove the financial friction of starting and running an enterprise through CFO advisory, accounting, tax, and transaction services solutions. 

Why work with us? We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond. Every individual within our firm has opportunities to grow professionally and personally through mentorship, exposure to founders and operators, and a collaborative, entrepreneurial environment. 

Position Overview 

Due to continued growth, Trusteer Financial is expanding our team and is seeking a full-time Business Operations Manager to lead client onboarding, engagement coordination, and high-priority operational workflows across the firm. This role combines core client operations responsibilities with selected Chief of Staff-style functions, making it ideal for a highly organized operator who can keep people, systems, and deliverables moving. 

Reporting to firm leadership, this role serves as the connective tissue between clients, accountants, tax professionals, and internal stakeholders. The Business Operations Manager is responsible for creating structure, maintaining visibility across active workstreams, supporting sales and onboarding operations, and ensuring administrative and operational follow-through on client matters. 

As a Business Operations Manager, you will... 

• Lead client onboarding workflows, including checklist management, document collection, engagement paperwork, folder setup, and coordination of system access across accounting, payroll, banking, and tax platforms. 

• Serve as an operational point of contact for clients regarding deadlines, deliverables, missing items, status updates, and administrative process questions. 

• Maintain internal project management systems (Clickup) by creating and updating recurring projects, tracking deliverables, and following up with team members and clients on outstanding tasks. 

• Coordinate cross-functional workflows across accounting, tax, payroll, and leadership teams to help ensure client work progresses on schedule. 

• Manage tax notice intake and tracking by organizing documentation, routing notices to the right internal owner, monitoring resolution progress, and maintaining complete records. 

• Support systems and access administration across QuickBooks Online, payroll platforms, banking portals, state tax portals, CRM tools, and document-sharing environments. 

• Own online folder organization and file hygiene across client engagements, ensuring digital records are logically structured, accessible, and complete. 

• Maintain the CRM and related business development trackers, including pipeline updates, connector tracking, and event or outreach lists. 

• Coordinate internal and external meetings, conference calls, and select firm events, including scheduling logistics, materials support, and follow-up items. 

• Prepare, edit, and organize internal and external documents such as onboarding materials, process memos, client-facing communications, and sales or marketing collateral. 

• Assist with billing administration tasks such as invoice maintenance, narrative edits, time transfer coordination, invoice uploads, and status monitoring, without owning core AR processing. 

• Help identify process gaps, improve workflow documentation, and support operational initiatives that increase visibility, accountability, and efficiency across the firm. 

Here is what you need... 

• Bachelor’s degree and 3+ years of experience in business operations, client services, project management, or professional services coordination. 

• Experience managing onboarding, administrative operations, or client delivery workflows in an accounting firm, financial services environment, consulting firm, or similar setting. 

• Strong project management instincts, with the ability to keep multiple workstreams organized and moving without losing detail. 

• Excellent written and verbal communication skills, with a polished and professional presence in client and leadership interactions. 

• Comfort working across CRM systems, project management tools, document platforms, and modern finance or payroll systems. 

• Strong judgment, discretion, and confidentiality when handling sensitive client or firm information. 

• Ability to draft, edit, and improve internal and client-facing materials with a high level of organization and care. 

• A self-starter mindset with strong follow-through, anticipation skills, and the ability to solve problems proactively.