This job has expired

This position was posted on April 3, 2026 and is likely no longer accepting applications. We've kept it here for historical reference. Check out the similar jobs below!

Business Lead, Frame

CoinTracker Inc.

Job Overview

Location

United States

Job Type

Full-time

Full Job Description

📋 Description

• As Business Lead at Frame, you will co-lead the company alongside the Technical & Product Lead, owning all business functions including growth, marketing, partnerships, client experience, CPA/CFP team operations, compliance, and hiring, directly reporting to the CEO and playing a pivotal role in scaling an AI-powered financial planning platform that aims to deliver top-1% tax and financial advice to millions of Americans.
• You will drive Frame’s mission to democratize elite financial planning by turning financial logic into scalable code, working with a small, high-trust team backed by CoinTracker’s $100M+ funding from Accel, Y Combinator, and Intuit Ventures to build the category-defining AI-native alternative to traditional financial advisors.
• Day to day, you will own customer acquisition by building and iterating on growth motions across content, community, social, outbound, and partnerships, while also shaping pricing and packaging in collaboration with your co-lead to generate 20+ qualified leads per month and reach 400 paying customers within one year.
• You will own the end-to-end client experience, designing onboarding flows, monitoring NPS and retention, and ensuring every customer receives world-class, 5-star service supported by AI augmentation and delivered by a growing CPA/CFP team.
• You will manage and scale the CPA/CFP team from 2 to 3–5 financial planners, hiring future planners, GTM, marketing, and customer service talent, while fostering a high-trust, high-autonomy culture with minimal bureaucracy.
• You will build scalable operational systems for service delivery, including client onboarding, tax filing workflows, and planning cadence, ensuring consistency and repeatability as the business grows.
• You will shape Frame’s brand voice and content strategy, creating credible, demand-driving material that establishes the company as the AI-native alternative in financial planning, including writing the first blog post and leading partnership calls yourself.
• You will identify and execute strategic partnerships that drive customer acquisition and brand awareness, while owning regulatory compliance for financial planning and tax services to ensure safe, compliant service delivery.
• You will co-own the Frame P&L with your co-lead, setting business goals, tracking key metrics, and reporting directly to the CEO, blending strategic ownership with hands-on execution in a fast-moving, ambiguous startup environment.
• You will work closely with CEO Jon Lerner, Technical & Product Lead Kenan Mesic, Financial Planner Levi Larsen, and an incoming Tax Lead/CPA, forming a tight-knit, high-impact team where every member contributes across functions.
• In this role, you will learn to build and scale a regulated financial services business from the ground up, gaining deep expertise in AI-augmented service delivery, compliance, financial product strategy, and founder-level entrepreneurship with meaningful equity upside.
• You will achieve tangible impact by helping Frame become the go-to AI financial planner for millions, proving that elite financial advice can be accessible, scalable, and technology-driven — all while working in a mission-driven environment focused on trust, impact, and ownership.

🎯 Requirements

• Demonstrated experience building or scaling a customer-facing business as a founder or early operator
• Proven ability to manage a cross-functional team spanning operations, service, and growth
• Track record of owning and moving a growth or revenue metric in a startup or high-growth environment
• Daily use of AI tools and understanding of how AI transforms service delivery economics and scalability
• Strong written and verbal communication skills, with ability to serve as the public voice of the brand
• Comfort with ambiguity, rapid iteration, and willingness to wear multiple hats in an early-stage startup

🏖️ Benefits

• Meaningful equity ownership at the ground floor of a venture-backed startup with $100M+ in funding from Accel, Y Combinator, and Intuit Ventures
• Full ownership and autonomy as a co-lead of an entire business, including P&L, growth, marketing, partnerships, and team building
• Opportunity to build the category-defining AI-native financial planner and create lasting impact in democratizing elite financial advice
• Work in a small, high-trust, high-autonomy team with no bureaucracy, direct access to the CEO, and rapid iteration cycles

Skills & Technologies

Senior

Onsite

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

AI Job Fit Analysis

Pro

See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.

CoinTracker Inc.

Visit Website

About CoinTracker Inc.

CoinTracker Inc. provides cryptocurrency portfolio and tax compliance software that syncs transactions across wallets and exchanges, calculates capital gains and losses in real time, and generates IRS-ready tax forms for individuals, accountants, and enterprises. The platform supports over 10,000 cryptocurrencies, more than 300 exchanges, and over 100 wallets, offering real-time market value tracking, tax-loss harvesting alerts, and integrations with TurboTax and other filing services. Founded in 2017 and headquartered in San Francisco, the company serves retail users, CPAs, and institutional clients seeking automated, audit-compliant digital asset reporting.

View Company Profile

Get more remote jobs like this

Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.

Weekly remote jobs and featured talent.

No spam. Only curated remote roles and product updates. You can unsubscribe anytime.