Propense.ai · 1 day ago
Experienced Accounting Service Line Leader as a Part-Time Change Consultant
United States
Full-time, Part-time
Remote
Senior Level, Lead/Staff
10+ years expPropense.ai is a leading SaaS platform dedicated to helping accounting firms achieve organic growth and optimize their client service strategy. They are seeking an experienced Accounting Service Line Leader to join as a Part-Time Change Consultant, focusing on advising clients on business development and growth plans.
Artificial Intelligence (AI)Predictive AnalyticsSaaSSoftware
Hiring Manager
Timothy Keith
Responsibilities
Serve as a trusted advisor to accounting firm Partners, Business Development, and C-Suite leaders on growth strategies, service line diversity, and client journey mapping
Consult on the revision and creation of new business development (BD) processes, helping firms establish KPIs and reporting structures to optimize their cross-selling efforts
Advise clients on how to best integrate our platform's insights—such as client similarity scoring, market triggers, and niche service models—into their daily workflow for maximum results
Provide subject matter expertise to client professionals to help them understand and confidently recommend services they may be less familiar with
Lead and participate in tailored onboarding, group training sessions, and 1:1 professional development for client senior teams
Qualification
Required
10+ years of progressive experience in a leadership role within an Accounting or Professional Services firm (e.g., Service Line Leader, Practice Leader, Director of Growth, Partner)
Deep, firsthand knowledge of accounting firm operations, service line offerings (e.g., Tax, Audit, Advisory, or specialized services like GHG/LCA and Assessments), and cross-selling challenges
Proven ability to develop, implement, and track organic growth and business development plans
Excellent verbal and written communication skills with the ability to influence and consult effectively with executive-level stakeholders
Comfortable discussing and advocating for the use of SaaS and data-driven platforms for firm-wide business development
Company
Propense.ai
Propense.ai is a SaaS platform that identifies new revenue streams for businesses, augmented with AI technology.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$3MKey Investors
Thomson Reuters VenturesHarlem Capital
2024-10-29Series Unknown
2024-03-06Seed· $3M
Leadership Team
Timothy Keith
Co-Founder & CEO
A
Alexander Diaz Fraenkel
Co-Founder and Head of Finance and Operations
Recent News
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