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See what are your chances of getting this job! About the role
The role involves owning new client accounts, guiding them through their initial setup and implementation phases, and ensuring a smooth transition to ongoing services. Responsibilities include configuring QuickBooks Online, implementing software integrations, and fostering strong client relationships.
These are the minimum requirements a candidate must meet to be considered for this role.
Helping Financial Advisors optimize their Workflows under the Microsoft suite.
Last updated 2026-04-10T06:01:03.182Z
The role involves owning new client accounts, guiding them through their initial setup and implementation phases, and ensuring a smooth transition to ongoing services. Responsibilities include configuring QuickBooks Online, implementing software integrations, and fostering strong client relationships.
Salary
Competitive Salary
Location
United States
OnsiteDepartment
Finance, Legal & Compliance
Level
Mid-Level
Skills
The role involves owning new client accounts, guiding them through their initial setup and implementation phases, and ensuring a smooth transition to ongoing services. Responsibilities include configuring QuickBooks Online, implementing software integrations, and fostering strong client relationships.
These are the minimum requirements a candidate must meet to be considered for this role.
About AdvisorOne
AdvisorOne CRM is designed to help Financial Advisors manage their book of business within the Microsoft Ecosystem. Offering a scalable solution built on Dynamics 365 to streamline operations, automate client review reminders, enable API integrations and support business growth.
We do so by helping small and medium size independent Advisory teams automate their workflows by implementing and deploying Microsoft Dynamics 365 & Power Automate as a CRM solution within the Microsoft suite. Hence, it is seamlessly interconnected with your Outlook email and calendar, OneDrive or Sharepoint, Teams and any Microsoft product.
Company score (5)
Most candidates are reviewed quickly