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Own the full franchise sales cycle from prospecting through close. Build and manage a qualified pipeline, conduct consultative discovery, present financial service solutions, engage franchise owners and executives, maintain CRM records, and collaborate with marketing, operations, and leadership on messaging and go-to-market strategy. The role requires disciplined outbound prospecting, follow-up, relationship building, and the ability to explain financial services to business owners.

Part-time interns support bookkeeping, revenue cycle management, marketing, consulting, and business operations through projects, research, data analysis, reports, documentation, meetings, and process learning. The role emphasizes collaboration, curiosity, communication, organization, independent work, and professional development with coaching and feedback.

Manage bookkeeping and financial operations for a portfolio of franchise clients. Responsibilities include daily QuickBooks Online activities, reconciliations, payroll, accounts payable and receivable, month-end close, financial statement preparation, franchise reporting, and monthly financial review meetings. The role also involves explaining financial performance, providing actionable business guidance, maintaining accounting compliance, improving workflows, and building trusted relationships with franchise owners.

Leads bookkeeping operations across multiple franchise systems, supervising and coaching Account Managers while overseeing 80–150+ franchisee accounts. Manages client and franchisor relationships, month-end close and reporting standards, onboarding, escalations, workflow improvements, and scalable operational processes. Partners with leadership on technology, staffing, service expansion, and franchise accounting strategy.