Related skills
growth partnerships compliance onboarding aiπ Description
- Growth: Own customer acquisition; build growth motions and pricing.
- Client experience: Own NPS, retention, and onboarding design.
- Team: Manage the CPA/CFP team; hire future planners and staff.
- Operations: Build scalable onboarding and tax filing workflows.
- Brand & content: Build Frame's voice and content to drive demand.
- Partnerships: Identify and execute partnerships that drive acquisition.
π― Requirements
- Impactful growth leadership with track record of results.
- Experience building or scaling a customer-facing business (founder/early operator).
- Cross-functional leadership across operations, service, growth.
- AI-native mindset; uses AI daily to improve service delivery.
- Strong written and verbal communicator; voice of the brand.
- Comfortable with ambiguity, rapid iteration, wearing many hats.
π Benefits
- Ownership of a full business; growth, marketing, partnerships, and P&L.
- Significant equity at the ground floor, backed by major VC funding.
- Opportunity to build the category-defining AI financial planner.
- Small, high-trust, autonomous team.
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