Program Lead

The Program Lead position at Carry involves managing and leading our VIP services team, which is responsible for delivering personalized financial services to our clients. You'll be overseeing the operations, ensuring that the team meets growth targets, and engaging directly with clients to provide exceptional service.

Candidates for the Program Lead position at Carry should have experience managing a service-oriented team or operating an agency. A background in the financial services industry, particularly in consumer finance, bookkeeping, tax, or investment advice, is highly desirable.

As a Program Lead at Carry, you'll be using various tools such as QuickBooks, LayerFi, ProConnect, CCH, and TaxDome, in addition to our own fintech stack. Familiarity with these tools will help you succeed in managing operations and improving client service.

The Program Lead is vital to Carry’s growth as you'll be at the helm of our VIP services team, which is expected to significantly increase in revenue and client engagement. Your leadership and strategic direction will be crucial in scaling this business unit to 5x its current size within a year.

At Carry, we foster a collaborative and client-focused culture. We value teamwork, innovation, and a strong commitment to delivering excellent service to our clients, making it an exciting and supportive environment for personal and professional growth.

The Program Lead at Carry offers a competitive salary range between $75,000 to $150,000, along with generous equity options. Additionally, you will receive medical, dental, and vision insurance, along with paid vacation, holidays, and sick days.

The Program Lead position is based in our Williamsburg, NYC office. This vibrant location is ideal for someone who thrives in an energetic and fast-paced environment.

When answering this question, be specific about the size of the team, your leadership style, and any successful projects you guided. Highlight your ability to motivate team members and improve client satisfaction.

Discuss your ideas for innovative service offerings, upselling to current clients, and enhancing the team's operational efficiency. Focus on how your strategies can directly contribute to the team's revenue growth.

Share a specific instance when you resolved a conflict, emphasizing your communication skills and ability to find a win-win solution. This showcases your leadership and problem-solving abilities.

List relevant software systems you are proficient in, highlighting those used at Carry. Explain how these skills facilitate effective management and client interaction.

Explain your approach to balancing immediate client concerns with long-term team goals. Providing examples of how you've successfully navigated similar situations can enhance your answer.

Talk about your roles that relate to financial services, mentioning specific tasks you undertook, the results of your contributions, and how this experience prepares you for the Program Lead role at Carry.

Illustrate your methods for fostering teamwork, such as team-building activities, regular check-ins, and open communication channels that promote sharing ideas and resources.

Discuss key performance indicators (KPIs) that are relevant, such as client retention rates, revenue growth, and customer satisfaction scores, and explain how you use data to analyze and improve team performance.

Outline your steps for calming the situation, understanding the client’s concerns, and providing a resolution. Emphasize the importance of communication and follow-up to rebuild trust.

Express genuine enthusiasm about the role and the opportunity to grow with Carry. Discuss how the company's mission aligns with your own values and aspirations in helping clients achieve their financial goals.