Remote Client Operations Coordinator Job Vacancy at Howard Financial

Howard Financial is a full-service back-office solution for companies and entities with bookkeeping, payroll, and bespoke reporting needs that require accuracy, timeliness, and institutional-quality reporting without the burden of full-time staff.

We are an experienced team of bookkeepers and administrators with multiple decades of combined experience across industries, allowing companies to focus on their core business while we handle the rest.

Founded in 2023, our team of more than 100 professionals supports ~75 clients across a diverse range of industries. We recently reached $5M of contracted ARR and are growing rapidly (over 200% MRR growth YTD).

The Role

We are hiring a highly detail-oriented, process-minded Client Operations Coordinator to be the connective tissue across Howard’s client teams. This role sits at the intersection of client onboarding coordination, systems access, quality assurance, and billing operations. It is the seat that makes sure nothing drops between sales, controllers, IT, and the client.

The ideal candidate is systematic, uncompromising on details, comfortable chasing down missing items, and able to perform high-frequency operational work without loss of accuracy or enthusiasm. This is an execution-first role for someone who enjoys structure, accountability, and maintaining control over complex workflows across multiple systems.

This role reports into Business Operations and works closely with Controllers, IT, the People Team, and the founders.

What You’ll Do

Onboarding Project Coordination

• Run point on new client onboarding from contract signature to fully-operational engagement
• Coordinate setup across client accounting systems, expense management platforms, and payment processors for new client entities, including joining live onboarding calls with clients and vendor account teams
• Maintain the onboarding checklist and timeline; chase open items across IT, controllers, and the client until each engagement is fully live
• Document onboarding playbooks and keep them current as our process evolves

Client Systems Access and Provisioning

• Provision and manage controller access to Ramp across client entities; resolve access issues independently 
• Coordinate QBO / ERP entity setup and access for controllers as new engagements come online
• Triage low-level client facing system tickets 

Quality Assurance and Operational Compliance

• Conduct daily audits across Howard’s core systems including the Practice Management Solution (workstreams + tasks), Notion (SOPs + onboarding documentation), and FloQast (close calendars + reconciliations)
• Validate that weekly, monthly, and quarterly deliverables are completed on time and at quality for each assigned client
• Identify gaps in execution, missing tasks, overdue items, bottlenecks, and SLA breaches
• Chase responsible team members for missing work product or overdue tasks, documenting status until resolved
• Escalate persistent non-compliance issues to the applicable Director or VP of Business Operations with supporting context and detail
• Maintain an auditable record of findings, follow-ups, escalations, and resolutions

Process Documentation and Continuous Improvement

• Document workflows end-to-end across onboarding, systems access, and client servicing
• Surface and standardize undocumented one-off arrangements that exist across the client base
• Track patterns and systemic breakdowns to inform improvements to systems, SOPs, training, and workflows
• Hold the organization accountable to a culture of “done means done,” consistency, and zero dropped balls

Billing Support

• Issue recurring client invoices and monitor payment status
• Flag failed payments or billing exceptions and route to the appropriate owner

Ideal Candidate

• Extreme attention to detail and accuracy; errors bother you and you enjoy fixing them
• Strong organizational and time management skills; comfortable auditing and operating across multiple systems in volume
• Generalist mindset; not afraid of anything that comes across the desk, picks it up, figures it out, and closes the loop
• Strong communication skills with the ability to chase, follow up, and hold others accountable
• Familiarity with operational systems and task management tools
• Comfortable escalating when needed and being direct when chasing missing work
• No fear of being the “bad cop” when required
• Bias toward follow-through, ownership, and closure

Pluses

• Hands-on experience with Ramp (entity setup, access provisioning, onboarding) is a significant plus
• Experience with QBO, Stripe, FloQast, or Notion in an operational capacity
• Background in client onboarding, project coordination, or operations at a professional services firm

Why Howard

• Be part of a high-growth company scaling operational infrastructure in real time
• Influence the quality and reliability of execution across client accounts
• Work with a team that values accuracy, accountability, and ownership
• Clear lane, clear expectations, clear output