SMB Team

• Oversee end-to-end delivery of all Fractional COO & Coaching engagements, ensuring methodology consistency and client satisfaction across the portfolio. • Directly manage, coach, and develop team leads and individual team members when needed; conduct regular 1:1s, performance reviews, and capacity planning. • Work with the COO of SMB Team to build, refine, and enforce standardized financial frameworks including P&L management, cash flow forecasting, and balance sheet review for client engagements. • Handle client escalations related to the departments led, while working with other departments when needed. • Collaborate with the COO and senior leadership on fractional service product development, pricing, and operational scalability. • Maintain business operating rhythms and systems within the fractionals team including KPI’s and quarterly boulder planning. • Manage & optimize the department budgets including capacity planning of the delivery teams. • Work with tech teams to build systems and processes including automations and AI assisted workflows

• Configure and deploy AI tools as specified in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools). • Build, test, and document automations and AI-assisted workflows using platforms such as Make, Zapier, Power Automate, or equivalent. • Conduct technical environment setup: tenant configuration, user provisioning, API connections, integration testing, and QA validation. • Perform data mapping and light data migration tasks required to support AI tool onboarding. • Maintain implementation logs, configuration notes, and handoff documentation for each engagement in SMB Team’s systems. • Troubleshoot and resolve technical issues during deployment; escalate blockers to the fCTO with clear documentation. • Contribute reusable templates, implementation checklists, and workflow SOPs to the SMB Team practice library. • Stay current on legal AI tooling and integration capabilities; proactively surface relevant updates or new options to the fCTO. • Support the fCTO in pre-engagement scoping by assessing technical feasibility and effort estimates for proposed implementations.

• Conduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery) • Deliver AI coaching sessions (2 per Phase 1 engagement) and serve as on-call AI advisor for Phase 2 retainer clients • Maintain ongoing Phase 2 retainer relationships: monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks • Manage client pipeline in coordination with SMB Team sales; contribute to pre-sales scoping calls and proposal support • Stay current on legal AI tooling (Harvey, Clio Duo, Copilot for M365, Casetext, etc.) and update SMB Team’s recommended stack as the landscape evolves • Document all client-facing work in SMB Team’s systems; contribute reusable templates and playbooks to the practice library • Flag blockers, scope changes, or delivery risks to the CTO in a timely manner

• Maintains a real-time view of all active client accounts and their health status • Tracks leading indicators: usage trends, support ticket volume, missed milestones, NPS signals • Flags at-risk accounts before they escalate • Owns and maintains a client health dashboard or tracking system • Identifies patterns that precede client escalations and intervenes early • Coordinates proactive outreach to clients showing warning signs • Works with Team Leads to resolve issues at the team level before they arise • Maintains a running log of near-misses and lessons learned • Owns the response when a client escalation does occur • Assembles and coordinates the right internal resources (cross-functional) • Serves as the primary point of communication with the client during a crisis • Manages timelines, follow-ups, and resolution commitments • Conducts a structured debrief after every escalation or near-miss • Identifies the process gap that allowed the issue to occur • Bring findings to the VP to close gaps in existing SOPs • Helps operationalize new procedures with Team Leads • Acts as the primary resource and escalation path for Team Leads • Ensures Team Leads have the playbooks, tools, and authority to act • Runs regular check-ins with Team Leads to surface emerging client risks • Coaches Team Leads on client communication and issue resolution

• Serve as point of contact and intermediary for our bookkeeping clients and accounting partner. • Manage the onboarding and setup for bookkeeping clients and ensure a smooth experience. • Oversee and facilitate communication to and from clients including answering all questions you can and finding answers quickly on the ones you cannot. • Develop and maintain a quality assurance system to make sure our clients are receiving accurate books. • Other duties could include assisting in the sale of this service, handling client matters, and attending events to represent this service to our clients.

• This is a player/coach role and this person will be responsible for working with clients and overseeing team members. • Hold team members accountable to systems/processes • Serve as 1st layer of manager to team, assisting with all client matters including upgrades, escalations, etc • Helping team members work through client work when they get stuck • Working with Team Leads in other departments to improve alignment on clients • Work with the Director of Fractionals to improve systems & processes by passing information gained through 1/1's

• Oversee end-to-end delivery of all Fractional COO, Fractional CFO, and Bookkeeping engagements, ensuring methodology consistency and client satisfaction across the portfolio. • Directly manage, coach, and develop team leads and individual team members when needed; conduct regular 1:1s, performance reviews, and capacity planning. • Work with the COO to build, refine, and enforce standardized financial frameworks including P&L management, cash flow forecasting, and balance sheet review for client engagements. • Serve as escalation point for complex client financial situations; provide hands-on fractional support when required. • Collaborate with the COO and senior leadership on fractional service product development, pricing, and operational scalability. • Maintain business operating rhythms and systems within the fractionals team including scorecards and quarterly rock/boulder planning.

Role Description Do you enjoy working with multiple clients at once? Do you like the idea of Fractional CFO work but don't want the hassle of running a business? SMB Team is seeking an internal, FULL TIME HIRE who can serve as part of our team of Fractional Financial Executives (Director of Finance/Controller) to our portfolio of law firm owner clients. The ideal candidate will have a strong understanding of financial management (preferably within the legal industry or other professional services industries) and the ability to provide strategic insights and guidance to improve financial performance and support growth. This is a hands-on, client-facing role. This role will serve as the embedded financial strategist for a portfolio of 10–20 law firm clients — delivering CFO-level analysis, cash flow management, and strategic financial guidance through the SMB Financial OS and the Law Firm Growth Accelerator Model. Every client receives a consistent, high-quality experience regardless of which FCFO serves them. Qualifications - 5+ years of accounting or finance experience, with strong proficiency in financial statement preparation, cash flow management, and budgeting. - Background in a multi-client environment — public accounting firm, BPO, fractional finance platform, or similar. - Must have managed 5+ client files simultaneously. - Advanced proficiency in QuickBooks Online — QBO ProAdvisor certification a strong plus. - Experience with Clio or other legal billing software preferred. - Familiarity with law firm financial metrics: utilization, realization, billing, and collections cycles, IOLTA/trust accounting. - Strong client communication skills — able to present financial data clearly to non-financial law firm owners. - Remote-work experienced with strong self-management and time-tracking discipline. Requirements - Must have multi-client experience — candidates with only single-entity backgrounds will not be considered. - Must be willing to operate exclusively within the SMB Financial OS and standardized EOP framework. - Must be detail-oriented with a track record of accurate, timely financial deliverables. - Must have the ability to advise law firm partners on strategy based on financial data. - Must have expert-level skills in Excel and QuickBooks Online. Benefits - An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S. - We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. - Flexible vacation time - We encourage you to take time to recharge so you can be your best here at work. - Team member education and learning budget on courses, events, and books. - Company activities, outings, and retreats. - 401(k) with a 3% Match. - Work from home or come to the office. The choice is yours! Company Description SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry. - Educational Brand: We currently run the most prominent talk show in the legal industry, interviewing top thought leaders. - Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. - Coaching Services: We have a rapidly-growing coaching program for lawyers, identified as the most comprehensive coaching program for attorneys.

• Conduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery) • Deliver AI coaching sessions (2 per Phase 1 engagement) and serve as on-call AI advisor for Phase 2 retainer clients • Maintain ongoing Phase 2 retainer relationships: monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks • Manage client pipeline in coordination with SMB Team sales; contribute to pre-sales scoping calls and proposal support • Stay current on legal AI tooling (Harvey, Clio Duo, Copilot for M365, Casetext, etc.) and update SMB Team’s recommended stack as the landscape evolves • Document all client-facing work in SMB Team’s systems; contribute reusable templates and playbooks to the practice library • Flag blockers, scope changes, or delivery risks to the CTO in a timely manner

Do you enjoy working with multiple clients at once? Do you like the idea of Fractional CTO work but don't want the hassle of running a business? SMB Team is seeking an internal, FULL TIME HIRE who can serve as part of our team of Fractional CTOs to our portfolio of law firm owner clients. We are looking for deliver AI readiness assessments and ongoing fractional CTO services to small law firms, helping them adopt AI tools, strengthen their technology infrastructure, and build internal capability. Generating revenue and client impact for SMB Team. WHAT'S IN IT FOR YOU? 📈 An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S. 🦷 BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. ☀️ FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work. 💡 EDUCATION – Team member education and learning budget on courses, events and books. 🌴 FUN – Company activities, outings, and retreats. 💲 INVESTMENTS – 401(k) with a 3% Match. 💻 WORK STYLE – WFH or come to the office. The choice is yours! The salary for this role is $150,000-$160,000 annually based on experience. Key Responsibilities: - Conduct Phase 1 AI Readiness Assessments for small law firms (technology audit, data infrastructure mapping, compliance review, readiness scoring, opportunity analysis, tool demos, workflow implementation, and final report delivery) - Deliver AI coaching sessions (2 per Phase 1 engagement) and serve as on-call AI advisor for Phase 2 retainer clients - Maintain ongoing Phase 2 retainer relationships: monthly check-ins, dashboard maintenance, AI tool adoption oversight, and light IT/security tasks - Manage client pipeline in coordination with SMB Team sales; contribute to pre-sales scoping calls and proposal support - Stay current on legal AI tooling (Harvey, Clio Duo, Copilot for M365, Casetext, etc.) and update SMB Team’s recommended stack as the landscape evolves - Document all client-facing work in SMB Team’s systems; contribute reusable templates and playbooks to the practice library - Flag blockers, scope changes, or delivery risks to the CTO in a timely manner