Account Relationship Management Finance Jobs

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Finance & Operations

Becker Boiler Saint Francis, WI

Saint Francis, WI

Today

$70k - $120k/yr Full time Account Relationship Management Business Development Hr Technology

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Job Description

Becker Boiler is seeking a hands-on Finance & Operations professional to manage the company’s business operations so sales and field leaders can stay focused on customers and active jobs. This onsite role is based in Saint Francis, WI, reporting directly to the owner and collaborating with Sales & Project Lead and the senior technical team.

Key Responsibilities

Drive new customer acquisition across commercial, industrial, and institutional accounts in southeastern Wisconsin.
Own key account relationships through regular site visits, customer follow-up, and issue resolution.
Lead proposal preparation for service and install work in coordination with the Sales & Project Lead.
Build and grow the preventive maintenance and service agreement program to generate recurring revenue.
Stand up pipeline reporting and implement a repeatable sales process.
Represent Becker with engineers, contractors, facility managers, and equipment manufacturers.
Manage company financial operations with an outside accounting firm, including monthly reporting, job costing, cash forecasting, and pricing.
Lead technician recruiting, onboarding, and related HR administration.
Oversee insurance, safety, and compliance programs.

Required Background

General business background with interest in a broad, hands-on role within a small company, touching multiple areas of the business.
Hands-on accounting experience, typically 5+ years (not required), with an ability to support end-to-end execution.
Interest in manufacturing and the trades, with comfort working in a shop environment.
Comfort managing the full stack of small business administration, including closing the books and supporting operational coordination.
Strong Excel skills and systems aptitude; accounting software, a field service platform, or CRM experience is helpful.
Lives in or is willing to relocate to the Milwaukee area.

Technology

Excel

Onsite Location and Reporting

This position is onsite in Saint Francis, WI and reports directly to the owner. You will work alongside the Sales & Project Lead and the senior technical team.

Compensation and Benefits

Salary: USD 70,000 - 120,000 per year, commensurate with experience. The role also includes an annual bonus tied to Becker EBITDA and agreed operating goals.

Health insurance, with Becker covering approximately 80 percent of premiums for employees and dependents
Dental insurance
Vision insurance
Combined PTO bank
Company vehicle allowance for business use
Phone and laptop
$50,000 company provided life insurance
Short term disability insurance
Long term disability insurance
Life insurance
Paid time off

What Success Looks Like in the First 12 Months

Documented new customer growth outcomes, with a sales process, CRM, and pipeline reporting in place.
Launch the service agreement program and generate recurring revenue.
Launch the fabrication configurator and generate initial orders.
Increase technician headcount by at least four net hires using a repeatable recruiting and onboarding process.
Own financials, insurance, safety, and HR programs end to end, with the owner removed from day-to-day administration.

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