Burkland
Finance • HR Tech • SaaS
Burkland is a company that provides finance and HR services tailored for startups, offering solutions that scale with the business as it grows. They specialize in services such as fractional CFO, startup accounting, tax preparation and research, and strategic HR operations. Burkland partners with over 800 venture-backed startups across the USA, helping them build scalable systems and adapt to market changes. Their clients include a range of sectors like SaaS, AI, Fintech, and Healthcare.
51 - 200 employees
💸 Finance
👥 HR Tech
☁️ SaaS
Client Services Coordinator
3 days ago
Burkland
Finance • HR Tech • SaaS
Burkland is a company that provides finance and HR services tailored for startups, offering solutions that scale with the business as it grows. They specialize in services such as fractional CFO, startup accounting, tax preparation and research, and strategic HR operations. Burkland partners with over 800 venture-backed startups across the USA, helping them build scalable systems and adapt to market changes. Their clients include a range of sectors like SaaS, AI, Fintech, and Healthcare.
51 - 200 employees
💸 Finance
👥 HR Tech
☁️ SaaS
📋 Description
• Assist the Director of Client Service Teams with the prospect quoting process, including preparing, tracking, and updating quote data. • Organize, maintain, and analyze historical quote data to identify trends, improve accuracy, and support decision-making. • Coordinate and analyze team availability and utilization to help inform staffing decisions and capacity planning. • Maintain and update Google Sheets, Airtable, and Karbon workspaces, ensuring data is accurate, up-to-date, and easy to use for stakeholders. • Support various administrative and operational tasks for client service teams (e.g., tracking action items, managing shared trackers, preparing reports). • Collaborate with internal stakeholders across finance, client services, and operations to ensure smooth handoffs and clear communication. • Proactively identify opportunities to streamline workflows, automate manual steps, and recommend process improvements.
🎯 Requirements
• Bachelor’s degree in Business, Finance, Economics, Engineering, Data/Analytics, or a related field preferred. • 2–4+ years of experience in a coordination, operations, analyst, or client services role (professional services or startup environment is a plus). • Strong proficiency with Google Sheets or Excel (filters, pivot tables, basic formulas); experience managing large data sets is highly valued. • Experience working with collaboration or project management tools (e.g., Karbon, Asana, Monday.com, ClickUp, or similar). • Experience with Airtable is helpful, but not required. • Demonstrated ability to learn new systems quickly and adapt to evolving processes. • Clear and professional communication skills, with the ability to work effectively in a remote setting based on trust and accountability. • High degree of confidentiality and discretion when working with sensitive client and internal information.
🏖️ Benefits
• Work remotely! From home or otherwise, your office is where you choose. • A collaborative, communicative culture driven by our Core Purpose and Values, with smart people who love to learn and share knowledge.
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