Job Details

Plumb Company Overview

Plumb provides Family Office Accounting/Bill Pay services (PlumbBillPay.com). We have 50+ employees. Our 13 Principles are who we are, or at least who we strive to be, ( Our clients are Ultra High Net Worth Individuals around the United States and some abroad. We are NOT Financial Advisors, rather, we tend to all of the back-office accounting services and provide our clients and their advisors reporting and services.

Position Description

You will own the post-release lifecycle of new features-turning what Engineering ships into measurable operational value. You'll coordinate client rollout, drive adoption, and make day-to-day prioritization calls on manual, labor-intensive workflows across clients while longer-term automation matures.

This is an operations and change-management role rooted in accounting and reporting expertise. You will not develop software; instead, you coordinate the rollout, schedule training with the right stakeholders, and prioritize what gets done, when, and by whom after release. Your insights as an accounting/reporting expert will inform our product lifecycle, but your day-to-day is making sure new capabilities land smoothly and are truly used.

Hands On - Operational Rollout & Change Management

• Work with Software Development Liason, Operations Lead, and President to implement and build out new features for internal users and external clients to use. This role is a combination of hands on work along with training others to use new features.
• Coordinate training schedules (audiences, owners, timing, materials) and ensure sessions happen on time-others deliver, you orchestrate.
• Prepare leadership with succinct recommendations on readiness, cutovers, and rollbacks when needed.
• Keep everyone aligned through concise status updates and simple playbooks people actually use.
• Where automation isn't ready, stand up pragmatic interim processes so clients see value now.
• Make thoughtful trade-offs about effort vs. impact across clients; communicate the "why" behind sequencing.
• Retire manual steps as product capabilities expand-continuous simplification is the goal.

Adoption, Tracking & Executive Insight

• Define what "good adoption" should look like for each release and how we'll recognize it.
• Monitor usage and real-world outcomes (internal teams and clients) and turn signals into plain-English insights.
• Create brief, decision-ready updates for the President and Executive Management Team that highlight progress, friction points, opportunity for improvement.
• Partner with Product and Development to ensure we're observing the right things-lightweight, practical, and trustworthy.

Cross-Functional Leadership

• Be the glue between what our development team produces and how internal users and clients adopt these capabilities
• Translate feedback into clear follow-ups and next steps; bring focus, calm, and accountability to moving parts.

Current Initiatives

• Reporting Module

Many clients will start with a hands-on mapping of their Chart of Accounts to Plumb's standardized structure so future automation can scale. You will actively setup clients. You'll: prioritize which clients go first, coordinate onboarding and the mapping effort, interface with clients and internal teams, and oversee ongoing maintenance of mappings across systems.

• Financial Accounts Integrations

We partner with financial integrators so clients' statements and transaction data flow into one place. You'll: keep an up-to-date view of supported institutions, guide the operational steps for connecting accounts, work with clients during setup, fold this into onboarding checklists, and continually prioritize which clients/connectors to activate next.

• Payment Automation

Apply the same approach-organized rollout, clear training schedules, purposeful client sequencing, and steady migration from manual to automated processes.

Internal Resources

• Healthy, ongoing sales pipeline of new clients onboarding monthly.
• Internal software development team automating various components of our operations' delivery system.
• Great core group of operational leaders.

Skillsets and Recommended Requirements

• Deep accounting and reporting experience, ideally with family office / UHNW bill pay and expense-side accounting.
• A genuine passion for process, clarity, and adoption-you enjoy turning change into routine.
• Strong judgment about priorities, sequencing, and trade-offs; you make the complex feel manageable.
• Comfortable collaborating with product and engineering; software-savvy, but motivated by outcomes over tools.
• Bachelor's Degree required.
• 2+ years of experience in accounting or related experience.
• Experience (or ability) to work in a high-growth business environment.
• Business mindset and understanding of their role here at Plumb.
• Problem-solving mindset, tackles problems with possible solutions
• Extremely proactive and able to work with a sense of urgency
• Motivated by helping others succeed

Next Steps

Compensation Range and Additional Information: The base salary is $72,000, with an incentive on top of this. The position can be onsite or remote, though we prefer them you work out of our La Jolla office. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Details: This role will report to the President. Feel free to respond to whatever service you have found this ad on, or, if you prefer, contact him directly (...@thinkplumb.com), and send a cover letter, your resume, and whatever else you think is best to show that you have researched our company, see how you can take on this role, and are a long term fit for this position. Plumb has a history of hiring on potential, so, if you think you are a fit and you may not have all the qualifications, reach out and let us know that you are the right person for the position, explain why, and see what happens. The rule is a (good / well thought out / detailed) cover letter gets an interview.