Home Alliance

Company: Home Alliance – https://homealliance.com/

Location: Remote (preferably US time zones)

Department: Finance & Accounting

Reports To: Head of Finance

Job Summary

Home Alliance is seeking a highly organized, detail-oriented, and experienced Accounting Specialist/ FP&A to join our growing distributed finance team. This critical role is responsible for ensuring accurate and timely month-end close processes, coordinating and verifying the collection of financial reports from our nationwide contractors and business unit heads, and preparing full sets of financial statements in accordance with internal and external reporting requirements. The ideal candidate will be comfortable working across multiple geographies and time zones, with strong command of accounting principles, cloud-based tools, and cross-functional collaboration.

Key Responsibilities

• Financial Reporting & Statements
• Prepare monthly financial statements including P&L, Balance Sheet, and Cash Flow reports
• Ensure timely and accurate month-end and year-end close processes 
• Coordinate intercompany accruals, consolidations and reconciliations across US and international entities
• Data Collection & Processing
• Oversee and validate the collection of financial reports and documentation from independent contractors and department heads (via Google Drive and OpenBooks)
• Ensure consistency, completeness, and accuracy of submissions across regions and teams
• Work closely with external accountants, tax advisors, and legal partners to ensure compliance with federal and state regulations
• Systems & Tools
• Maintain up-to-date records in OpenBooks (our revenue and expense platform)
• Collaborate with operations teams to ensure accurate integration with Power BI dashboards and business intelligence tools
• Process Improvement
• Streamline and document internal accounting processes to improve efficiency, accuracy, and audit readiness
• Contribute to internal controls and compliance monitoring activities across financial operations

• Business Analysis
• Assist in the development, coordination, and analysis of the annual budget, monthly forecasts, and long-term financial plans
• Prepare and analyze financial reports including variance analysis, profitability assessments, and KPI dashboards
• Work closely with business units to understand cost drivers, revenue trends, and financial implications of operational decisions
• Conduct ad hoc analyses to support strategic projects, such as pricing strategies, new business opportunities, or cost optimization
• Develop and maintain complex financial models for scenario planning and strategic initiatives

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred but not required
• Minimum 5 years of accounting experience, ideally in service-based or contractor-driven industries
• Strong understanding of US GAAP, accrual accounting, and financial reporting standards
• Experience with multi-entity, multi-currency accounting and distributed teams is a strong plus
• High proficiency in Google Workspace, Excel, and accounting/ERP platforms (OpenBooks experience is an advantage)
• Strong communication skills and ability to collaborate cross-functionally with remote stakeholders
• Self-starter who thrives in a fast-paced, asynchronous, and remote-first work environment

Preferred Attributes

• Experience supporting audits and external financial reviews
• Familiarity with investor relations or private equity reporting structures
• Strong analytical mindset with attention to detail and process optimization
• Previous experience in a tech-enabled services business is a plus

POSITION VFP

Marketing plans are achieved with the lowest spend

POSITION REQUIREMENTS:

1. To like to keep everything in order
2. To love people and have a positive attitude to live
3. Ability to finish everything that was started 
4. Willingness and ability to learn new things
5. Keep track of business unit results and progress via dashboards and metrics
6. Use analytical data to make good decisions
7. Provide on-time communication to the General Manager and sync-up with other marketing units managers as well as business units and support units
8. To be Super-pumped and light the organization with positive energy
9. Excellent written and verbal communication skills
10. Proven experience developing marketing plans and campaigns
11. Attention to details
12. Bachelor's degree in marketing, finance, business administration, or similar
13. Metrics-driven marketing mind with eye for creativity
14. Ability to research new marketing channels
15. Be frugal with marketing budget with maximum results 
16. Research and evaluate product-market fit, industry news, weather, demand for potential products, and customer needs and insights
17. At least two years of experience as a marketing manager
18. Tech-savvy, proficiency in electronic marketing software such as Google Analytics, Google Adwords, Facebook Business Manager, Customer.io
19. Superb leadership, communication, and collaboration abilities
20. Exceptional analytical and problem-solving skills
21. Strong time management and organizational abilities

MANAGER DUTIES

SUPPLY DEMAND BALANCE

1. Oversee SDB balance in all Business Units using paid channels
2. Oversee SDB balance in all Support units using paid channels
3. Generate leads for external clients using paid channels
4. Responsibly manage all paid marketing budgets 

PLANNING

1. Analyze ads performance on a daily basis
2. Receive and analyze ongoing reports from clients* about leads quality
3. Make necessary adjustments on-the-go, reacting in a timely manner based on received insights
4. Maintain a well-structured plan split by products / services, regions and channels with information on budget spent, lead cost, revenue generated, ROAS
5. Stay on top of clients’ needs, quickly turning on and off the channels to bridge the gap between overall sales plans and actual performance

Paid Channels Report in Power BI

MARKET ANALYTICS

1. Ongoing market research using Google trends, local, market, weather and other information as well as insights from clients for paid channels optimization

OPS SYNCHRONIZATION

1. Learn about products/services and regions needs by spending at least 5 hours a week with Business units staff.
2. Receiving information on a daily basis from clients about the quality of leads generated through paid channels. Understanding the insights in order to adjust plans to improve SDB.
3. Providing information on a daily basis to clients about the leads generated through paid channels split by products/services, regions, channels.
4. Sync up with managers of other marketing units and General Manager.

CAMPAIGNS & CONTENT PLANNING

1. Analyze the local market before creating campaigns depending on local specifications
2. Campaigns and content include 4B (images, videos, ads copies).
3. All promotional offers have to be provided by the Content Production Manager after synching with GM of Business Units

ADS OPTIMIZATION

1. Ads spent optimized depending region and company services 
2. Make sure ads design are relevant to Business Units services
3. Customer targets are optimized to Business Units services

Role 10B

 CONVERSION OPTIMIZATION

1. All sources of conversion (phone number, web form, and chats) are working properly and being received by Active Calls 
2. Conversion is improving across the funnel

 PAID CHANNELS

1. Oversee and manage all paid channels 

REPORT SECTION

1. All paid ads have ongoing statistics correlated to the Planning 

 BING ADS

1. Bing paid ads are being scheduled, optimized and converted into leads

 GOOGLE GUARANTEE

1. Analyze which clients might benefit from having Google Guarantee 
2. Create, optimize, convert leads
3. GG receive ongoing positive reviews

GOOGLE ADWORDS

1. Adwords have ongoing statistics
2. Prepare right converting websites for Adwords
3. Oversee budgets, lowering CAC
4. Analytics is installed on all pages
5. Leads are received and converted

FACEBOOK ADS

1. FB ads have ongoing statistics. 
2. Prepare right converting landings for FB
3. Oversee budgets, lowering CAC
4. Analytics is installed on all pages
5. Leads are received and converted

 DISPLAY ADS

1. Display has ongoing statistics. 
2. Prepare right converting websites for Display
3. Oversee budgets, lowering CAC
4. Analytics is installed on all pages
5. Leads are received and converted

RETARGETING

1. Have ongoing statistics for retargeting campaigns 
2. Retargeting campaigns have the right landings that convert
3. Retargeting campaign set up properly and converting views
4. Have updated customer databases
5. Analytics is installed on all pages
6. Leads are received and converted

PARTNER CHANNELS

1. Constantly looking for partners and vendors to purchase leads for business units and communicate findings to 12A of MC Company
2. Have ongoing statistics 

 Your supervisor may change, edit or add additional duties to your job description to meet the needs of their organization.

Divisional Head’s duties in regards to senior executives:

• Plan the operations of the division and own targets according to the goals and quotas set by the senior executive.
• Develop proposals about organizing company operations and submit them to the executives for approval.

DAILY ACTIONS:

• 8:00 a.m. — Start and review personal plan
• 8:15-8:30 a.m. — coordination meeting with executive and report about the previous day and plan about this day
• 8:45-9:00 a.m. — execute the daily plan
• 4:45-5:00 PM  — review current day, write VFPs and plan for next day

WEEKLY ACTIONS:

• Analyze results and plan operations for the week;
• Hold inspections to verify that administrative tools are being used

Job Posting: Team Lead (Remote)

 Department: Home Services
 Location: Remote
 Employment Type: Full-Time
 Working Hours: 8:00 AM – 5:00 PM (LA Time), Monday to Friday

Summary

We are seeking a detail-oriented, results-driven Team Lead to oversee daily operations of our Home services accounts. This is a hands-on leadership role focused on execution, operational performance, and team coordination. You will be responsible for driving measurable results that directly impact revenue, profitability, and client satisfaction by ensuring smooth workflows, supporting the sales and service teams, and mentoring your team toward success. This position emphasizes operational oversight, coaching, and performance outcomes.

Key Responsibilities
 

Team Leadership & Oversight

• Lead, coach, and support team members in achieving individual and team KPIs.
• Monitor daily performance metrics (Revenue, Profitability %, Closing Ratios, ADL) and provide corrective action when needed.
• Ensure adherence to processes, service levels, and client expectations.
   

Operational Execution

• Manage lead allocation and workload distribution for maximum efficiency.
• Track real-time progress on closing ratios, profitability, and revenue goals.
• Identify operational bottlenecks and implement quick solutions.
   

Sales & Service Support

• Collaborate closely with Sales Development Representatives (SDRs) and service technicians to ensure seamless client interactions.
• Handle client/contractor escalations swiftly and professionally.
• Reinforce best practices in sales conversion and service excellence.
   

Performance Monitoring & Reporting

• Deliver regular performance updates and insights to the team and AR BUM.
• Conduct one-on-one check-ins and support team members in hitting goals.
• Drive accountability by maintaining KPI visibility across the team.
• Reduce Canceled & Lost leads month-over-month (MOM).

Contractor & Client Coordination

• Build strong relationships with contractors to ensure service availability, dependability, and revenue growth.
• Ensure positive client experiences by resolving issues quickly and maintaining service quality.

Continuous Improvement

• Contribute to technician hiring and onboarding efforts.
• Share real-time operational feedback with management to enhance tools and workflows.
• Promote training and knowledge sharing across the team.

Requirements

• 3+ years in supervisory or team lead roles (sales operations, call centers, or field services preferred).
• Strong track record in managing KPI-driven teams in fast-paced environments.
• Excellent organizational and problem-solving skills with execution focus.
• Proficiency with CRM systems, KPI dashboards, and reporting tools.
• Strong communication skills for engaging with team members, contractors, and clients.

Core Competencies

• Hands-On Leader: Actively engages in daily team operations.
• KPI-Focused: Monitors and improves performance with data-driven decisions.
• Problem Solver: Resolves escalations and operational challenges effectively.
• Collaborative: Works across teams to align sales and service.
• Resilient & Driven: Thrives under pressure while driving performance.

Why Join Us?
This is an exciting opportunity to step into a high-impact leadership role where your operational expertise will directly influence business growth and client satisfaction. You’ll work in a supportive, high-performance culture, with room to grow alongside the AR Business Unit.

About the Role

We are seeking a highly analytical and technically skilled Marketing Operations Lead to drive the efficiency, scalability, and performance of our marketing organization. This role is critical in ensuring that all marketing processes, tools, and systems are optimized to support sustainable lead generation, customer retention, and cross-functional alignment.

The ideal candidate will bring a systems-oriented mindset, deep understanding of marketing technologies, and a strong ability to execute agile frameworks. You will collaborate with multiple departments, implement automation strategies, streamline workflows, and deliver actionable insights that support data-driven decision-making. This is a senior, hands-on role at the intersection of marketing, operations, and technology.
 

Key Responsibilities

Planning & Research

• Evaluate and recommend marketing technologies, tools, and processes for improvement.

• Conduct user research across marketing and business units to gather insights for tool development and process enhancements.

• Map the full customer journey, including all touchpoints and associated technology stacks.

Process Optimization & Development

• Identify operational inefficiencies and implement scalable solutions across departments.

• Lead the development or integration of software tools that enhance marketing workflows.

• Implement and optimize CRM systems and marketing automation workflows.
 

Analytics & Reporting

• Configure and manage marketing analytics platforms for accurate performance tracking.

• Design and maintain automated, real-time reporting systems to support strategy and operations.

• Ensure data reliability and clarity to guide tactical and strategic decisions.
 

Cross-Departmental Collaboration

• Maintain continuous communication with departments to identify and address bottlenecks.

• Align marketing operations with broader organizational processes and goals.

• Coordinate the planning and allocation of internal and external resources.

Knowledge Management & Enablement

• Maintain comprehensive documentation for all marketing tools and systems.

• Develop training materials, user guides, and tutorials to ensure successful adoption of technologies.

• Build and manage a centralized knowledge base for processes and technical assets.
 

Technology & Asset Management

• Oversee marketing infrastructure including domains, hosting, VOIP systems, listings, and access credentials.

• Maintain and monitor system integrations for consistency, compatibility, and efficiency.

• Serve as the primary contact for technology-related marketing issues and resource administration.
 

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, or a related field.

• Proven experience in marketing operations, growth marketing, or technical project management.

• Strong technical proficiency with CRM systems, analytics platforms, and marketing automation tools.

• Experience with agile methodologies and systems thinking.

• Excellent problem-solving skills with the ability to drive projects from concept to completion.

• Deep understanding of marketing performance metrics and growth frameworks (e.g., AAARRR).

• Strong communication and collaboration skills with a proactive, solutions-focused mindset.

We are seeking a dynamic and results-driven Head of Operations to lead and grow the commercial operations of our fast-growing home services business. This executive role is responsible for driving revenue growth, developing strategic partnerships, optimizing pricing, and ensuring customer acquisition and retention across our service lines.

The ideal candidate has a proven track record in the home services or related industries, with expertise in sales strategy, market expansion, customer experience, and team leadership.

Key Responsibilities

• Strategic Growth & Revenue Development
  Design and execute commercial strategies aligned with company goals and market trends.
  Identify new business opportunities, partnerships, and service verticals.
  Lead pricing, bundling, and promotional strategies to maximize profitability.
  
  Sales & Marketing Leadership
  Oversee sales operations and performance metrics for B2C and B2B channels.
  
  Collaborate with marketing to drive lead generation and improve conversion rates.
  Develop and maintain relationships with key clients and partners.
  
  Team Leadership & Performance Management
   Build and manage high-performing sales, business development, and account management teams.

  Mentor regional managers or franchise owners (if applicable).

  Implement KPI-driven performance monitoring systems.
   

• Customer Experience & Retention

  Improve customer satisfaction and loyalty through service excellence initiatives.

  Oversee CRM implementation and customer lifecycle strategies.

  Ensure consistency in service delivery across markets.
   

• Operational Efficiency

  Work closely with operations to align capacity with demand.

  Lead initiatives to reduce customer acquisition costs and increase ROI.

  Support digital transformation and tech adoption in customer and sales processes.
   

Requirements

• Bachelor’s degree in Business, Marketing, or related field (MBA preferred).
   
• 5+ years of experience in commercial or sales leadership roles, ideally within home services or a closely related industry.
   
• Strong understanding of field service operations, pricing models, and regional market dynamics.
• Experience managing multi-state or national commercial strategies.
  
  Proven ability to scale revenue through partnerships, digital channels, and operational efficiency.
  Excellent leadership, communication, and negotiation skills.
  
   

Preferred Experience

Exposure to franchise or multi-location business models.
Familiarity with CRM systems (e.g., Salesforce, HubSpot) and scheduling/dispatch tools.

Experience with seasonal demand forecasting and workforce planning.
 

Background in private equity-backed or high-growth environments is a plus.

Role Purpose

Home Alliance is seeking a strategic, metrics-driven Head of Operations to lead A Hiring Group, our internal hiring organization. This leader will own operational excellence across recruitment, onboarding, team growth, financial management, and culture-building. You will own the P&L, establish data-driven hiring strategies, forecast demand in partnership with business leaders, and redesign recruitment and onboarding to reduce churn and accelerate growth. You will cultivate a high-performance, values-driven culture while scaling processes, teams, and systems sustainably.

Key Responsibilities

• Strategic & Operational Leadership
   
  • Build and deploy scorecards, dashboards, and KPIs for recruitment, onboarding, and retention.
  • Analyze and present hiring data to drive operational decisions and executive business reviews.
  • Own full P&L, ensuring profitability and sustainable growth; provide hiring forecasts to leadership.

• Recruitment & Hiring
   

  • Redesign and streamline the end-to-end recruitment process with focus on technicians and specialized office roles.
  • Oversee headhunting and hiring across office and technical positions.
  • Hire and develop a dedicated headhunter for office roles.
  • Introduce AI-driven recruitment technologies; define a roadmap for automation in talent acquisition.

   

• Onboarding & Retention
   
  • Standardize and oversee onboarding across business units with transparency and consistency.
  • Reduce early churn by redesigning onboarding experiences and instituting feedback loops.

  • Identify communication gaps and implement systematic fixes.

     

• Financial & Growth Management
   

  • Monitor hiring economics and operational financials, improving cost-per-hire and ROI.
  • Prepare budgets aligned to hiring forecasts and expansion plans.
  • Support expansion through workforce planning and capacity modeling.

   

• Team Building & Culture
   
  • Build, lead, and upskill operations and hiring teams; promote a growth mindset.
  • Partner with BU leaders to align hiring with departmental strategies.

  • Establish and sustain a strong, performance-oriented culture.

     

• Future Leadership and Excellence
   
  • Staff the recruitment team with A-players and accelerate A-potential development.
  • Document processes, create playbooks, and ensure smooth cross-functional cooperation.
  • Advise hiring managers on the recruitment lifecycle and drive high-quality shortlists.
  • Train and develop recruiting agents; build a robust headhunting capability.

Success Metrics (KPIs)

• Financial Health
   
  • Maintain P&L profitability with 10%+ growth across key metrics.
  • Maintain or improve recruitment cost-per-hire.

  • Define and track hiring ROI metrics.

     

• Recruitment Efficiency
   
  • Technicians: Weekly Plan vs. Fact vs. Deficit monitored with ≤10% deviation.
  • Hiring team headcount: Monthly Plan vs. Fact aligned to growth forecasts.
  • Recruiter-to-Hire Ratio: Minimum 4 technician hires per recruiter per month (stretch: 5+).
  • Reduce time-to-fill by 10% within the first 3 months.
  • Establish A-Players Hiring Framework company-wide.
  • Pilot and implement new AI recruitment system by 2026.
  • Successfully hire a headhunter and delegate office hiring.
     

• Onboarding & Retention

  
  Reduce early churn by 15%+ within 12 months.

  • Achieve 85%+ employee onboarding satisfaction.

     

• Operational & Culture
  
  Improve team engagement/satisfaction by 10%.
  • Fully roll out scorecards and reporting by Day 90.

  • Achieve 85%+ satisfaction on hiring partnership surveys with managers.

     

• Operational Excellence
   
  • Train and upskill recruiting agents; develop a “headhunting block” capability.
    
    Qualifications
  • 5+ years in operations leadership within recruitment/talent acquisition, high-growth services, or multi-unit orgs; P&L ownership experience required.
  • Proven track record building data-driven hiring engines, dashboards, and KPI systems.
  • Demonstrated success reducing time-to-fill and early churn; scaling technician and office hiring.
  • Experience designing onboarding programs and cross-functional communication frameworks.
  • Strong financial acumen: budgeting, cost-per-hire optimization, hiring ROI analysis.
  • Hands-on experience with ATS/HRIS and modern recruitment tech; exposure to AI/automation in TA.
  • Exceptional stakeholder management, change leadership, and people development skills.

  • Process design mindset; adept at documenting playbooks and operationalizing best practices.

     

  • What We Offer
  • High-impact leadership role with full P&L ownership and executive visibility.
  • Opportunity to build and scale a modern, AI-enabled hiring organization.
  • Remote-first flexibility (U.S. time zones preferred).
  • Collaborative, performance-driven culture with a focus on growth and excellence.

Marketing Retention Manager

About the Role

Home Alliance is seeking a data-driven Marketing Retention Manager to maximize customer lifetime value across our business units. You will own the retention strategy and manage all lifecycle channels under Head of Marketing Retention supervision. This includes email, SMS, outbound calls, and targeted campaigns used to drive cross-sell, upsell, referrals, and membership adoption. The role leads a specialized team, builds accurate reports and dashboards, and works cross-functionally to deliver measurable growth.

What You’ll Do

• Own and execute the end-to-end retention strategy across all BUs, aligned to revenue and ROAS targets.
• Manage and optimize input metrics by channel:
  • SMS and email volume, outbound call counts, campaign/offer launches, spend per channel, and conversion rates.
• Deliver against output metrics:
  • Potential leads generated, booked leads, ROAS, and incremental revenue from retention activities.
• Build and scale key programs and campaigns:
  • Win-back/returning customer flows (from BBDM sources: organic, paid, referral), cross-booking and upsell initiatives, referral programs, and membership/loyalty programs.
• Set clear, measurable goals for the retention team linked to both input and output KPIs.
• Lead, coach, and develop a high-performing operational team to consistently hit targets.
• Stand up weekly and monthly reporting cadence with accurate dashboards and insights across all retention metrics.
• Analyze performance at channel/BU/campaign levels, reporting on CPL, conversion efficiency, ROAS, and revenue contribution.
• Drive continuous improvement through experimentation, cohort analysis, segmentation, and journey optimization to increase LTV and conversion.
• Collaborate closely with BU managers, Sales, Call Center, and Marketing peers to align initiatives and share learnings.
• Track industry trends and competitor tactics to innovate our retention playbook.

Key Deliverables

• Weekly and monthly retention performance reports covering input and output metrics.
• Live dashboards tracking SMS, email, calls, campaigns, spend, conversions, leads, ROAS, and revenue.
• Campaign calendars, post-campaign reviews, and ROI analyses.
• Referral and membership adoption reports and growth plans.
• Team scorecards and performance reviews aligned to retention goals.

KPIs & Success Metrics

• Volume: SMS sent, emails sent, outbound calls, offers/campaigns launched.
• Efficiency: Spend efficiency and conversion rate by channel/BU/region.
• Pipeline and revenue: Potential and booked leads from retention; revenue from returning customers, upsell, cross-sell, referral, and membership.
• ROAS: Per BU/channel/campaign/project and consolidated retention ROAS.
• Reporting: Timeliness, accuracy, and completeness of dashboards.
• People: Team performance and achievement of retention targets.

What You’ll Bring

• 4+ years in retention/lifecycle/CRM marketing with 3+ years leading teams.
• Proven ownership of multi-channel retention programs (email, SMS, outbound/call center alignment, and campaign management) in high-velocity environments.
• Strong command of performance metrics: ROAS, CPL, CAC/LTV, conversion rate optimization, segmentation, and cohort analysis.
• Hands-on experience with marketing automation, ESP/SMS platforms, CDPs/CRMs, and dashboarding/BI tools.
• Analytical, experiment-driven mindset with the ability to translate insights into action and scale what works.
• Excellent cross-functional communication and stakeholder management skills.
• Experience building loyalty/membership and referral programs is a strong plus.
• Familiarity with service marketplace or multi-BU organizations is a plus.

Tools You May Use

• ESP/SMS: Klaviyo, Iterable, Braze, Attentive (or similar)
• CRM/CDP: Salesforce, HubSpot, Segment (or similar)
• Analytics/BI: Looker, Tableau, Power BI, Google Analytics, Excel/Sheets