Refractional CFO is a specialized financial services firm that provides bookkeeping, tax, and fractional CFO services to independent optometry practices across the U.S. We’re more than just accountants—we’re strategic partners who help doctors bring clarity to their numbers, confidence to their decisions, and growth to their practices.

Our team is fully aligned with the EOS (Entrepreneurial Operating System) model, and we take pride in creating a culture of ownership, accountability, and people-first service. We believe in accuracy, responsiveness, and treating every client and team member with care and respect.

Whether we’re closing a set of books, reviewing a tax return, or preparing a dashboard, we show up with stewardship, clarity, and a drive to make financial information meaningful. If you’re looking for a firm where your work matters, your voice is heard, and your growth is supported—you’ll fit right in.

🏢  About Refractional CFO

Refractional CFO provides high-touch bookkeeping, tax, and CFO services exclusively for optometry practices across the U.S. We’re more than accountants—we’re strategic partners helping doctors gain clarity, confidence, and control over their financial future.

Founded in 2023 with just one founder and zero clients, we’ve grown to serve 300+ practices nationwide with a dedicated team of nearly 30 professionals. Our growth has been fueled by strong industry partnerships and a reputation for exceptional client care.

We’re building a team of driven, values-aligned professionals who take ownership, lead with care, and thrive in a fast-moving, mission-driven environment. With our momentum and expanding industry pipeline, there’s a tremendous opportunity for personal and professional growth as we continue to scale.

🎯  About This Role

We’re hiring a Client Growth & Experience Manager to lead and expand the front end of our client journey—with a primary focus on sales and new client acquisition. You’ll be the first voice prospects hear, the connector who builds trust quickly, and the closer who helps optometry practice owners take their next step toward financial clarity.

This role is sales-driven, with clear goals and strong commission potential tied to performance. At the same time, you’ll maintain a pulse on client success by ensuring a smooth handoff to our onboarding and service teams, supporting early engagement metrics such as client NPS and retention.

It’s a hybrid role that blends growth and client experience—ideal for someone who thrives on both relationships and results. As the company continues to scale, this position is designed to grow into a management role, ultimately overseeing the broader Client Growth team within the next 2–3 years.

💼  Key Responsibilities

🚀 Sales & Growth

• Conduct 10–20 discovery calls per week with inbound leads and referral prospects
• Follow up on proposals and track deal status within our CRM (HubSpot, Pipedrive, or similar)
• Build and nurture relationships with referral partners (e.g., Vision Source, ODs on Finance, industry consultants)
• Analyze lead sources, conversion rates, and sales performance trends
• Earn performance-based commissions tied to closed clients and pipeline growth

📣 Marketing Support

• Coordinate internal and external marketing campaigns with our leadership team
• Manage or oversee content calendars across email and social channels
• Bonus: Strong content creation skills (video, posts, or visuals) are a plus—but we also partner with outside agencies for creative support
• Track engagement across webinars, events, and digital communities within the optometry industry

🤝 Client Success

• Onboard 8–15 new clients per month through organized kickoff calls and clear next-step coordination
• Partner with internal teams to ensure smooth transitions from sales to service
• Maintain communication via Slack and our client portal, helping us strengthen and refine our client experience system
• Monitor early client satisfaction and engagement (including NPS and check-in feedback)
• Support ongoing process improvements to elevate our client experience

🧩  You Might Be a Great Fit If You…

• Love building relationships and solving problems with empathy and clarity
• Are equally comfortable in Zoom calls, phone calls, and client emails
• Have strong organizational skills and thrive in wearing multiple hats
• Enjoy blending sales, systems, and strategy in a mission-focused business
• Are excited to work in a niche industry with a close-knit team

📊  Qualifications

• 3+ years in a hybrid client success, sales, or marketing role
• Experience managing client onboarding, sales pipelines, or account relationships
• Proficiency with CRM systems (HubSpot, Pipedrive, etc.) and project tools (ClickUp, Asana, or similar)
• Natural communicator who builds trust quickly through clarity and empathy
• Detail-oriented and organized, with strong follow-through on client and internal tasks
• Comfortable working in a fast-paced, high-growth company with a laid-back, collaborative culture
• Strong written and verbal communication skills
• Bonus: Familiarity with optometry, accounting, or financial services is a plus
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💡  Why Join Us?

• Location: Based in St. George, Utah, with flexibility for hybrid or remote work for candidates located within Utah
• Join a mission-driven team helping optometry practice owners thrive through clarity and financial confidence
• Play a key role in shaping our Client Growth function, directly contributing to our goal of adding 100+ new clients over the next 12 months
• Work in a growth-focused environment where your ideas and leadership help shape the company’s future
• Opportunity to advance into a management role as the Client Growth team expands