Client Business Advisor / Coach

Role Purpose

The Client Business Advisor is the primary owner of every client relationship at Collective. This seat orchestrates all work product, sets the strategic direction of each engagement, and is the face of Collective to the client across all service lines. In the Grove & Grain practice, this seat delivers executive coaching and leadership consulting. With the manager layer consolidated into this seat, the Advisor also owns secondary QC authority, systems and tools design, and hiring/firing/performance authority for all execution seats.

Accountability

Accountable To

Integrator (Kyle) — for engagement outcomes, client retention, delivery quality, and team performance.

Direct Reports / Accountable From

All execution seats — directs work through Supervisors; holds HR and performance authority firm-wide.

Responsibilities

Owns (Accountable)

Coordinates With

Reviews / QCs

Client relationship health, retention, and satisfaction
Engagement scope definition, agreement, and scope change management
Advisory board leadership and client-facing strategy communication
Tax and financial planning recommendations and client communication
Executive and leadership coaching engagement delivery (Grove & Grain)
Secondary QC review of all accounting and tax work product
Systems design, tools deployment, and workflow optimization across all execution functions
Hiring, firing, and performance review authority for all execution-level seats

Seat 2 — Advisory Coordinator
Seat 3 — Accounting Supervisor
Seat 4 — Tax Supervisor
Seat 5 — Technology Orchestrator
Integrator — retention, growth strategy, escalations

Final advisory deliverables before client delivery
Tax estimates and projections after Supervisor primary review
Accounting close quality after Supervisor primary review
Coaching and consulting outcomes vs. contracted scope

Seat Overlaps & Cross-Function Support

Seat	Nature of Overlap or Support
Seat 2 — Advisory Coordinator	The Advisor's operational extension. Seat 2 owns the relationship infrastructure (scheduling, onboarding, advisory admin) so the Advisor is never a coordination bottleneck.
Seat 3 — Accounting Supervisor	Owns primary QC on accounting close work; the Advisor signs off after Supervisor primary review. The Advisor also holds HR and performance authority for this seat.
Seat 4 — Tax Supervisor	Owns primary QC on tax returns and estimates; the Advisor signs off after Supervisor primary review. HR and performance authority lives here.
Seat 5 — Technology Orchestrator	Project-activated technology support across all service lines — the Advisor commissions and reviews technology deliverables.
Seat 8 — Client Service Administrator	CSA owns intake, assembly, and Tier 2–4 production POC. The Advisor sees the CSA as the production backbone supporting every engagement.