Fourlane

Role Description Fourlane is seeking an Account Executive to own the commercial execution of services sales opportunities from qualification through close. This role is responsible for driving deal momentum, managing customer engagement throughout the sales cycle, and partnering closely with Services Consultants to ensure successful outcomes. You will serve as the primary commercial owner of services opportunities, ensuring prospects move efficiently through the pipeline while maintaining high-quality client experience. This role combines relationship management, sales execution, and cross-functional collaboration to support the continued growth of Fourlane’s Services organization. Qualifications - 5–8+ years of experience in sales, professional services, consulting, or revenue-adjacent roles - Proven ability to manage multiple opportunities simultaneously - Excellent communication and relationship-building skills - Strong follow-through and accountability - Experience working collaboratively across multiple teams and stakeholders Requirements - Maintain a high level of responsiveness and professionalism with prospects and clients - Consistently manage pipeline activity and CRM accuracy - Demonstrate ownership of opportunities and outcomes - Contribute to continuous improvement of sales processes and best practices Benefits - Base Salary: ~$90,000 + Quarterly Incentive Compensation - On-Target Earnings (OTE): $140,000 Company Description At Fourlane, our success is built on two things: the results we deliver for our clients and the growth of our people. This role offers the opportunity to directly impact revenue growth while helping businesses solve complex operational and accounting challenges. We’re a people-first, fully remote company where collaboration, accountability, and continuous improvement are part of our culture. You’ll work alongside experienced consultants and business leaders while helping clients unlock meaningful business outcomes through our services.

Role Description Fourlane is seeking a Partner – Fractional CFO & Advisory to build and scale a high-growth CFO services division within our Services organization. This role uniquely combines financial leadership with operational execution, ensuring that strategic financial plans translate into measurable outcomes through structured leadership and accountability frameworks. The Partner will drive both personal production and team growth, serving as a senior client leader while building the infrastructure needed to scale the practice. What You'll Actually Work On - Building and scaling the CFO services division to $1M+ ARR in Year 1 - Establishing a foundational client base through personal production and business development - Recruiting and onboarding 3–5 CFOs and Senior Controllers - Embedding EOS-based operating frameworks into client engagements and delivery models - Developing repeatable delivery models and pricing structures aligned to margin targets - Driving pipeline activity to support team utilization and organizational growth - Serving as senior fractional CFO for key accounts, delivering financial strategy and forecasting - Ensuring consistent service quality and high-impact outcomes across all client engagements Key Responsibilities - Practice Leadership: Design scalable service frameworks, establish pricing discipline, and recruit and mentor finance professionals. Create repeatable processes that support growth and leverage across the division. - Client Leadership: Act as senior fractional CFO for key accounts. Deliver high-impact financial strategy, forecasting, and advisory services while maintaining consistent quality across all engagements. - Growth & Business Development: Drive business development efforts to establish a sustainable pipeline supporting personal and team utilization. Build long-term client relationships and expand engagements over time. - Operational Discipline: Establish and maintain discipline across revenue, margin, and utilization metrics. Embed structured accountability frameworks into all areas of practice operations. Qualifications - 10+ years of financial leadership experience - Experience in fractional CFO, advisory, or outsourced financial services - Proven ability to build and scale client service practices - Strong operational discipline and pricing rigor - Experience implementing or operating within EOS or comparable frameworks strongly preferred - Excellent communication and relationship-building skills

Role Description Fourlane is seeking a Business Development Representative (BDR) to join our Product sales team. This is a high-energy, revenue-focused role responsible for creating opportunities, building relationships, and driving QuickBooks and Intuit product sales from conversation to close. - Responding promptly to inbound leads and conducting discovery conversations to uncover product fit, urgency, and buying intent. - Recommending and positioning QuickBooks and Intuit solutions based on customer needs. - Providing product demonstrations that highlight relevant features, benefits, and use cases. - Creating urgency and guiding prospects toward a purchase decision. - Conducting outbound calls and email campaigns to existing customers and dormant accounts. - Re-engaging prior leads and identifying upgrade, renewal, and cross-sell opportunities. - Maintaining accurate CRM records including interaction notes, buying signals, and follow-up activity. - Collaborating with Account Executives and consultants to route complex opportunities and ensure a strong customer experience. Qualifications - 1–3+ years of experience in sales, business development, inside sales, or customer service. - Strong verbal and written communication skills with comfort making outbound calls. - Self-motivated with strong organizational skills and the ability to thrive in a fast-paced environment. - Experience selling SaaS, accounting software, or technology solutions (preferred). - Familiarity with QuickBooks or Intuit products (preferred). - Experience with Salesforce CRM systems and sales tracking tools (preferred). - Basic understanding of small business operations or accounting workflows (preferred). Requirements - Engage and qualify inbound leads across all channels. - Conduct discovery, recommend solutions, deliver product demos, and drive opportunities to close or route appropriately. - Proactively reach existing customers and dormant accounts to generate interest in upgrades, renewals, and additional Intuit solutions. - Drive sales across the Intuit product ecosystem including QuickBooks Online, QuickBooks Desktop, Enterprise Suite, Payroll, Payments, Hosting, and 3rd Party Applications. - Maintain an active, well-documented pipeline. - Track interactions, follow up consistently, and support accurate forecasting and sales reporting. - Work closely with Account Executives, consultants, and marketing to advance complex opportunities and contribute to broader sales campaigns and initiatives. Benefits - Base Salary: $45,000–$55,000 + Commission & Bonus. - On-Target Earnings (OTE): $75,000–$90,000+ (uncapped).

Role Description The Business Development Representative (BDR) is a high-energy, revenue-focused member of the sales team responsible for creating opportunities, building relationships, and driving product sales from conversation to close. This role combines fast response to inbound leads with proactive outbound outreach to prospective and existing customers. The BDR will focus primarily on selling QuickBooks and Intuit products, while also identifying opportunities for related solutions and services that support the client’s accounting, financial, and operational needs. As one of the first points of contact for many clients, the BDR plays a key role in setting the tone for the customer’s experience. This person knows how to connect quickly, ask smart questions, uncover business needs, recommend solutions, and move customers toward a purchase or the appropriate next step. The BDR is not just qualifying leads — they are actively engaging customers, positioning products, creating urgency, following up with purpose, and closing or advancing sales opportunities. When a client needs become more complex, the BDR will coordinate with the appropriate Account Executive, consultant, or internal expert to ensure the customer receives the right guidance and solution. This role is ideal for someone who is competitive, driven, adaptable, and relationship-focused. The right candidate enjoys sales, thrives on activity, follows up consistently, and is motivated by turning conversations into revenue while helping businesses choose the right solutions. Qualifications - 1–3+ years of experience in sales, business development, customer service, or inside sales - Strong verbal and written communication skills - Comfortable making outbound calls and engaging customers proactively - Strong organizational skills and attention to detail - Self-motivated with the ability to work in a fast-paced environment Requirements - Experience selling SaaS, accounting software, or technology solutions - Familiarity with QuickBooks or Intuit products - Experience using CRM systems and sales tracking tools - Exposure to outbound sales campaigns and lead nurturing - Basic understanding of small business operations or accounting workflows Benefits - $45,000–$55,000 base salary plus commission and bonus opportunities - On-Target Earnings (OTE): $75,000–$90,000+ with no cap Key Responsibilities - Inbound Lead Management - Respond promptly to inbound leads from marketing, referral, partner, website, and other lead channels - Engage prospects quickly to understand their business needs, pain points, goals, timeline, and buying intent - Conduct discovery conversations that uncover product fit, urgency, budget, decision-making process, and next steps - Recommend and position appropriate QuickBooks and Intuit solutions based on the customer’s needs - Provide product demonstrations to prospective customers, highlighting relevant features, benefits, and use cases - Educate prospects on product options, licensing, subscriptions, support offerings, payroll, payments, hosting, and related solutions - Create urgency and guide prospects toward a purchase decision - Prepare or assist with quotes, product recommendations, and next-step communications - Follow up consistently to move inbound opportunities forward and close product sales - Identify opportunities for related Fourlane services, including file review, data migration, training, consulting, and advisory support - Route or coordinate more complex consulting, implementation, or service opportunities with Account Executives, consultants, or senior sales resources while maintaining strong customer experience - Outbound Prospecting & Customer Re-Engagement - Conduct outbound calls and email campaigns to existing customers and dormant accounts - Re-engage prior leads and identify new sales opportunities within the current customer base - Generate interest in upgrades, renewals, additional licenses, and related solutions - Promote new Intuit offerings, support plans, payroll, payments, and hosting services - Maintain ongoing communication touchpoints to drive customer retention and expansion opportunities - Product Sales Focus - Drive sales and opportunity generation for: - Intuit Enterprise Suite - QuickBooks Desktop - QuickBooks Online - QuickBooks Support - Intuit Payments - Intuit Payroll - QuickBooks Desktop Hosting - 3rd Party Applications - Sales Development Activities - Build and maintain an active pipeline of product sales and service opportunities - Document customer interactions, demo notes, buying signals, objections, and follow-up activity within CRM systems - Conduct product demos for QuickBooks and Intuit solutions when appropriate to support the sales process - Schedule meetings or advanced demos with Account Executives, consultants, or product experts for more complex opportunities - Collaborate with marketing and sales leadership on campaigns, outreach strategies, and customer re-engagement initiatives - Consistently follow up on open opportunities, nurture long-term prospects, and move qualified buyers toward close Success Metrics - Number of qualified opportunities generated - Product sales revenue - Outbound activity metrics (calls, emails, follow-ups) - Conversion rates from inbound and outbound leads - Pipeline contribution - Customer re-engagement and retention activity Career Path & Growth - This role is designed as a growth path into: - Senior BDR - Account Executive - Solutions Consultant - Account Manager / Client Ownership - Over time, the BDR will gain deeper exposure to: - Consultative selling - Mid-market opportunities - Intuit Enterprise Suite positioning & sales - Professional sales services - Long-term account management and relationship ownership

Order Operations Specialist (Remote) Location: 100% Remote / Virtual Must Reside In: Austin, TX or any of the following states – AL, AZ, CO, CT, FL, GA, IL, NC, NV, OH, OR, SC, TN, TX, VA, WI. Job Type: Full-Time, Exempt (Salaried) Compensation: $45,000–$55,000 base salary + quarterly bonus opportunities Position Overview Fourlane is seeking a Order Operations Specialist to manage the full order life cycle. This role incorporates high degrees of accuracy, technical systems, and teamwork. You will serve as a critical control point within the revenue process. While transactional in nature, the position requires strong attention to detail and accountability, as errors directly impact invoicing accuracy, revenue recognition, and client experience. Why Work at Fourlane At Fourlane, our success is built on two things: the results we deliver for our clients and the growth of our people. This role is more than day-to-day accounting support – it’s an opportunity to solve real business problems, design smarter systems, and help clients transform how they operate financially. We’re a people-first, fully remote company where collaboration, growth, and purpose are built into the work. At Fourlane, you’re never siloed – by role, industry, or client. You’ll collaborate with a diverse team of experts, work on meaningful projects together, and continuously expand your skills while shaping a career path that’s truly your own. What our people are saying: “What I love most about being at Fourlane is the sense of purpose and collaboration. Every day, I get to contribute to meaningful work with my clients while being surrounded by people who support, inspire, and challenge me to grow. It’s more than just a job—it’s a place where I feel valued.” What You’ll Actually Work On Fourlane consultants are deeply involved in real client projects, including: · System implementations, conversions, and migrations, such as transitioning clients to QuickBooks Online Advanced or consolidating multi-entity environments · QuickBooks file rebuilds and data cleanup, repairing corrupted or bloated files and restoring reliable financial reporting · Workflow and process redesign, improving efficiency across accounting and operations teams · Client training and enablement, ensuring systems work long after implementation You’ll see the direct impact of your work – and your role will grow as your skills do. What our people are saying: “Since joining Fourlane as a QuickBooks Consultant and now a QuickBooks Support Specialist, I have experienced significant professional growth and development, expanding my skill set, taking on increased responsibilities, and contributing to the success of the team and our clients.” Key Responsibilities · Order Lifecycle Execution: Execute the end-to-end processing of all customer orders across internal systems. Ensure that all required fields, product selections, pricing structures, and service configurations are complete and accurate prior to finalization. · Price & Product Validation: Validate pricing, discounts, promotions, and bundled services against approved company standards. Confirm that all order components align with current product offerings and pricing structures. · Billing Readiness & Financial Alignment: Ensure all orders are properly structured for invoicing, including subscription setup, billing cadence, payment terms, and tax applicability. Identify and resolve discrepancies before orders are handed off to Finance. · Data Integrity & System Accuracy: Maintain consistent and accurate data across CRM, ordering platforms, and billing systems. Ensure alignment between systems to prevent downstream reconciliation issues. · Cross Functional Coordination: Act as an operational liaison between Sales, Marketing, Finance, and Customer Success. Communicate order status, clarify discrepancies, and ensure alignment across teams. · Issue Identification & Resolution Support: Proactively identify order-related issues and discrepancies. Resolve straightforward issues independently and escalate complex cases with clear documentation and context. · Ownership & Accountability: Accuracy and completeness of all processed orders. Timeliness of order execution. Integrity of order data across all systems. Additional Expectations · Effectively manage your calendar and availability · Order accuracy rate · Utilize tools such as Salesforce, Microsoft Excel, WooCommerce, and Intuit Merchant systems, QuickBase, Slack, Microsoft Office Suite, Avalara or comparable tax tools Required Skills & Experience · 1-3 years in order processing, operations, or administrative support roles · Exceptional attention to detail · Strong organizational and time management skills · Ability to manage multiple priorities simultaneously · Clear and professional communication skills · Accountability and ownership mindset This is a fully remote role. However, you must reside in one of the following states: · Arizona, Alabama, Colorado, Connecticut, Florida, Georgia, Illinois, Nevada, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Senior Staff Accountant Location: 100% Remote / Virtual Job Type: Full-Time, Exempt (Salaried) Compensation: $75,000– $88,000 base salary + quarterly bonus opportunities About Fourlane At Fourlane, work is more than a job — it’s an opportunity to help growing businesses build stronger financial systems and better decision-making processes. We are a fully remote team of accounting and technology professionals who specialize in helping businesses leverage modern financial tools to operate more effectively. Our team partners closely with clients and internal leaders to deliver clear financial insights, strong operational processes, and scalable systems. As we continue to grow, we are looking for a Senior Staff Accountant to join our internal Finance team. This role plays a key part in maintaining the financial integrity of the company and supporting leadership with accurate, timely financial reporting. The Opportunity The Senior Staff Accountant will be responsible for maintaining the general ledger, supporting the month-end close process across multiple entities, managing revenue recognition and balance sheet reconciliations, and preparing financial reporting packages for leadership. This role is ideal for someone who enjoys working with data, building repeatable processes, and taking ownership of key accounting functions in a growing organization. You will work closely with the Controller and CFO and have the opportunity to expand responsibilities as the company grows. What You'll Do Accounting & Financial Operations - Maintain the accuracy and integrity of the general ledger - Prepare and post journal entries - Manage revenue recognition and deferred revenue schedules - Perform monthly balance sheet reconciliations, including: - Bank accounts - Investment accounts - Prepaid schedules - Deferred revenue schedules Month-End Close - Prepare month-end close workpapers - Support the close process across three operating entities - Generate draft financial statements for Controller review Weekly Finance Operations - Perform daily banking updates - Prepare weekly cash flow forecasts and modeling - Monitor vendor balances and support accounts payable accuracy Internal Reporting - Support internal stakeholders with interim financial reporting - Provide expense and profitability reporting to department leaders - Assist leadership with financial insights and reporting needs Compliance - Assist with sales tax reporting and reconciliation using Avalara - Maintain documentation supporting internal controls and audit readiness Systems You'll Work With Our finance and operations environment includes: - QuickBooks Enterprise (Intuit Product Suite) - Salesforce (SFDC) - Microsoft 365 (Excel, Teams, SharePoint) - Avalara - Bill.com - WooCommerce - QuickBase Experience with these platforms is helpful, but strong accounting fundamentals and systems adaptability are most important. What We're Looking For - Bachelor’s degree in Accounting or Finance - 4–7 years of accounting experience - Experience supporting month-end close - Strong balance sheet reconciliation experience - Advanced Excel proficiency - Experience working with ERP accounting systems - Ability to manage multiple priorities in a remote environment Preferred: - CPA or CPA-track - Multi-entity accounting experience Compensation & Benefits Base Salary Range $75,000 – $88,000 This role is also eligible for participation in the company’s discretionary bonus program, which typically targets approximately 5–10% of base salary depending on company performance and individual contribution. Additional benefits include: - Fully remote work environment - Flexible work culture - Professional growth opportunities - Collaborative team environment What Success Looks Like Within the first 90 days, this role will: - Take ownership of daily banking updates and weekly cash flow forecasting - Assume responsibility for sales tax reporting under Controller guidance - Successfully complete two month-end close cycles - Build replicable close workpapers for each entity - Produce financial management reporting packages for leadership review Why Fourlane Our team is passionate about helping businesses succeed through strong financial leadership and modern accounting systems. If you're someone who enjoys improving processes, solving financial puzzles, and contributing to a growing organization, we’d love to hear from you. Apply today and help us continue building the future of financial operations.