Burkland is a thriving Finance, Accounting, and People Operations practice. We work with more than 800 startup clients across the USA. Our team is talented, action-oriented, fun-loving, and thrives in a fast-paced environment.
Careers
Current Positions
Customer Success Manager
About Us
Burkland’s core purpose is to Accelerate Dreams. So often, turning dreams into reality helps change the world. We thrive at the forefront of this transformation. Startups desire our professionals — they are the best in the business. Startups seek our content — we are an industry thought leader. Startups trust our expertise, so founders can focus on their companies, products and value-add. As a part of our demonstrated value, our clients raised over $3B just last year.
At Burkland, we lead with our Core Purpose. We do this for both our clients and our employees. We believe that leaning on our Core Values (Fresh Perspectives, Exponential Value, Empathy, Trusted Partner) will lead to happy clients and happy employees.
We are a remote-first company with over 190 incredible team members, more than 800 clients, and a commitment to Accelerating Dreams.
The Role
We are seeking a dedicated and dynamic Customer Success Manager to oversee and enhance client relationships, manage cross-functional processes This role is pivotal in driving customer success, optimizing client onboarding, and ensuring operational excellence. This role sits in our Bookkeeping and Accounting (BKA) division reports to the Director, International Lead.
Your Typical, Atypical, Day:
Lead onboarding for Accounting Starter Package (ASP) clients. Own the ASP onboarding journey, ensuring clients are set up with appropriate systems, and communications.
Act as the primary Customer Success Manager for clients enrolled in the ASP and select additional clients as assigned.
Monitor and manage client relationships to ensure success, with a focus on transitioning eligible clients to the Standard Accounting Model.
Collaborate with Division Leads of involved Client Service Teams, while maintaining a strategic role in client engagement, including monthly updates to each Division Lead on Customer Success Management (CSM) CSM efforts that involved their direct reports.
Evaluate and adapt CSM involvement as ASP clients graduate to BKA services.
Monitor and report to BKA Management and Leadership ASP client contracts, including accountability for flagging when a contract is up for renewal, graduation to full price service offerings, or is in need of any other price evaluation or service addition.
Proactively check in with clients to anticipate needs, resolve issues, and collect feedback on service quality and impact.
Contribute to the creation of the “CSM playbook,” as well as documentation on CSM best practices and workflows to improve consistency across client experiences.
Support special projects and cross-functional initiatives as assigned by management.
Requirements:
Proven experience in customer success management or relationship management, ideally within an accounting or financial services setting.
Strong organizational skills with the ability to manage multiple priorities and client relationships.
Exceptional interpersonal and communication skills, with a focus on cultural sensitivity and collaboration.
Willingness to travel to Sri Lanka as required to work with our Sri Lankan staff (estimated 1-2x per year.)
Preferred Qualifications:
Background in accounting or financial services.
Familiarity with pricing strategies and service delivery models.
What We Offer:
Flexible work schedule to promote a healthy work-life balance.
Medical, Dental & Vision Insurance for you and your dependents.
Short & Long Term Disability Insurance to support you when you need it the most.
Flexible PTO - Take time off from work when you need it.
401k with a company match to ensure you are ready for retirement.
A generous home office expense reimbursement so you have the office you need to be productive.
Forget the commute! We're a remote-first workplace, so you can work from your home office or from the beach, if you’d like!
We offer a collaborative, communicative culture, driven by our Core Purpose + Values. We work with incredibly smart people who love to learn and share what they know. If this sounds like a team you'd like to be a part of, we'd love to hear from you.
Burkland Associates is committed to a diverse and inclusive workplace. Burkland Associates is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit our careers page https://burklandassociates.com/careers/.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
The base pay range target for the role described in this job description is $75,000-$100,000 USD. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition, full-time regular positions are eligible for 401(k), health benefits, and other benefits; some of these benefits may be available for part-time.
Fund Accounting Controller
About Us
Burkland’s core purpose is to Accelerate Dreams. So often, turning dreams into reality helps change the world. We thrive at the forefront of this transformation. Startups desire our professionals — they are the best in the business. Startups seek our content — we are an industry thought leader. Startups trust our expertise, so founders can focus on their companies, products and value-add. As a part of our demonstrated value, our clients raised over $3B just last year.
At Burkland, we lead with our Core Purpose. We do this for both our clients and our employees. We believe that leaning on our Core Values (Fresh Perspectives, Exponential Value, Empathy, Trusted Partner) will lead to happy clients and happy employees.
We are a remote-first company with over 180 incredible team members, over 800 clients, and a commitment to Accelerating Dreams.
The Role
The Fund Accounting Controller is responsible for overseeing the financial reporting, internal controls, and compliance for investment funds. This role ensures accurate fund accounting, investor reporting, and regulatory adherence while optimizing financial processes. The ideal candidate has deep expertise in fund structures, GAAP reporting, and financial controls and is comfortable working with VCs, private equity firms, or other investment entities.
Your Typical, Atypical, Day
Fund Accounting & Financial Reporting
Oversee daily, monthly, and quarterly fund accounting processes, ensuring accurate NAV calculations and financial statements.
Prepare and review GAAP-compliant financial statements, investor capital accounts, and fund-level reporting.
Ensure accurate allocation of income, expenses, and carried interest across fund structures.
Manage intercompany transactions, capital calls, distributions, and waterfall calculations.
Collaborate with external auditors and tax advisors to support year-end audits and tax compliance.
Internal Controls & Compliance
Design and implement internal controls to safeguard fund assets and maintain financial accuracy.
Ensure compliance with SEC, IRS, and investor reporting requirements for fund entities.
Monitor regulatory changes affecting fund structures and accounting practices.
Maintain SOX-compliant internal processes for fund operations, if applicable.
Investor Relations & Fund Operations
Provide timely investor reporting, including capital calls, distributions, and quarterly investor statements.
Support fund managers with financial analysis, fee structures, and carried interest modeling.
Maintain LP communications and investor capital account records to ensure transparency.
Work closely with fund administrators and custodians to streamline reporting processes.
Strategic Process Improvement & Technology Optimization
Implement automation and process efficiencies for fund accounting workflows.
Evaluate and optimize fund accounting systems and reporting tools.
Develop standardized reporting packages for fund managers, investors, and auditors.
Lead process improvements for faster financial close cycles and enhanced data accuracy.
About You
You're passionate and knowledgeable about all things finance. It's the cornerstone of the role, so you have to know it and love it!
You are a communicator! Excellent written and verbal communication is crucial in this role since you'll be interfacing with our clients (i.e. you should feel comfortable communicating with members of the executive team).
You thrive in fast-paced, changing environments.
You're a self-starter, don't need someone looking over your shoulder to get your work done and know how to manage your time effectively.
Software, software, software- you feel comfortable learning new software and cloud-based systems.
Core Competencies
Fund Accounting & Financial Reporting – Strong expertise in GAAP, NAV calculations, and fund-level reporting.
Regulatory & Compliance Knowledge – Experience with partnership structures, and investor compliance.
Internal Controls & Risk Management – Ability to implement strong financial controls and oversee fund audits.
Investor & Fund Manager Relations – Skilled in capital account reporting, distributions, and LP communications.
Process Optimization & Automation – Ability to improve fund accounting workflows and implement technology solutions.
What We Offer
Flexible work schedule to promote a healthy work-life balance.
Medical, Dental & Vision Insurance for you and your dependents.
Short & Long Term Disability Insurance to support you when you need it the most.
Flexible PTO - Take time off from work when you need it.
401k with a company match to ensure you are ready for retirement.
A generous home office expense reimbursement so you have the office you need to be productive.
Forget the commute! We're a remote-first workplace, so you can work from your home office or from the beach if you’d like!
We offer a collaborative, communicative culture, driven by our Core Purpose + Values. We work with incredibly smart people who love to learn and share what they know. If this sounds like a team you'd like to be a part of, we'd love to hear from you.
Burkland Associates is committed to a diverse and inclusive workplace. Burkland Associates is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or another legally protected status. For individuals with disabilities who would like to request accommodation, please visit our careers page https://burklandassociates.com/careers/.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.
The base pay range target for the role described in this job description is $120,000 - $130,000. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition, full-time regular positions are eligible for, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time.
