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Folio Specialist Jobs (NOW HIRING)

A DAY IN THE LIFE OF OUR GUEST EXPERIENCE SPECIALIST A call comes in at 9:15 AM - a guest can't get ... Folio Ownership: Ensure guests are checked out and folios closed correctly on the day of departure ...

A DAY IN THE LIFE OF OUR GUEST EXPERIENCE SPECIALIST A call comes in at 9:15 AM - a guest can't get ... Folio Ownership: Ensure guests are checked out and folios closed correctly on the day of departure ...

TheAssembly Specialist Manufacturing Manageris responsible fortechnical leadership along with ... Responsible for A/C documentation for Hand Over to next Station(Folio, NC,Intervention Cards ...

The Assembly Specialist Manufacturing Manager is responsible for technical leadership along with ... Responsible for A/C documentation for Hand Over to next Station (Folio, NC, Intervention Cards ...

The Assembly Specialist Manufacturing Manager is responsible for technical leadership along with ... Responsible for A/C documentation for Hand Over to next Station (Folio, NC, Intervention Cards ...

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Folio Specialist information

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$12

$18

$26

How much do folio specialist jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for folio specialist in the United States is $18.87, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $20.19 per hour, depending on experience, location, and employer.

What is a folio specialist?

A Folio Specialist is responsible for managing financial records, transactions, and account reconciliations related to client portfolios. They ensure accuracy in documentation, handle discrepancies, and coordinate with internal teams to maintain up-to-date records. This role is commonly found in financial services, investment firms, and hospitality industries where detailed account management is required. Strong analytical skills, attention to detail, and knowledge of financial systems are essential for success in this role.

What does a folio specialist do?

As a Folio Specialist, your daily responsibilities usually include managing and reconciling client portfolios, processing account transactions, addressing financial discrepancies, and preparing portfolio reports. You’ll often work closely with financial advisors, relationship managers, and back-office teams to ensure accurate and timely handling of client accounts. Additionally, you may assist with onboarding new clients, responding to inquiries, and supporting portfolio optimization initiatives. This role requires a blend of technical expertise and customer service, making every day a dynamic and engaging experience.

What are the key skills and qualifications needed to thrive as a folio specialist?

To excel as a Folio Specialist, you need strong analytical skills, attention to detail, and a solid understanding of financial portfolios or account management, often backed by a degree in finance, business, or a related field. Familiarity with portfolio management systems, customer relationship management (CRM) software, and financial analysis tools is highly valuable. Outstanding organizational abilities, clear communication, and client-focused service skills set top candidates apart. These competencies are essential for accurately managing client portfolios, ensuring regulatory compliance, and delivering exceptional client support.

More about Folio Specialist jobs
Infographic showing various Folio Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $39,247 per year, or $18.9 per hour.

Software Engineer, Backend

Folio Services, Inc

San Francisco, CA • On-site, Remote

Full-time

Re-posted 27 days ago


Job description

Come build the rails of B2B commerce in hospitality, starting with hotels
What excites you
  • You're someone who has worked on early-stage teams, perhaps even as a founder, and love wearing multiple hats (to a healthy extent).
  • You've seen products come to life from just a spark of an idea, and even if things don't quite pan out, you're motivated by the process of making something from nothing.
  • You want to work on software that has real, tangible value to deliver to the people who need it, even if the solution can be basic or 'unsexy' sometimes.
  • You're an expert at prioritization and time management who can gracefully adapt to new facts on the fly as you make tradeoffs between customer and business needs.
  • You're focused on quality, not quantity. You can distill complex systems in the service of building delightful yet powerful applications.

What excites us
  • You have 8+ years of hands-on experience as a senior contributor to teams that have proved they can ship great products.
  • You're a backend specialist with deep expertise in server-side technologies (Ruby on Rails / Node.js / Postgres) and API design.
  • You have solid object-oriented design and programming skills with experience architecting solutions for complex data-intensive systems.
  • You have hands-on experience with DevOps practices, infrastructure automation, and cloud deployment (AWS, Docker, CI/CD pipelines)
  • You understand system scalability, performance optimization, monitoring, and have experience with infrastructure as code (Terraform).
  • You have experience building software that enables money movement with a penchant for digitizing historically paper-based processes.
  • You have experience with data modeling, database optimization, and ensuring data integrity in financial systems.
  • You have experience building and maintaining search infrastructure, ideally with Elasticsearch or similar technologies.
  • You try to give back to the development community as a contributor to Open Source Software projects or other pro-bono avenues.

Working at Folio
  • Folio is a Ruby on Rails app with Typescript Node.js automations and Elasticsearch deployed to AWS.
  • Our engineering team meets daily for standup (except Friday) and otherwise keep meetings to a minimum.
  • We're a remote-first company. Quarterly, we travel to work together in-person and stay with one of our hotel partners.
  • For the most part, we rely on Google Meet, GitHub, Linear, Notion, and Slack to make decisions and get things done day-to-day.

What we value
  • Craft. We take pride in our work, find joy in execution, and believe that the best companies are built at a steady yet resilient pace.
  • Optimism. We believe in ourselves and each other and know anything is possible with the right amount of hustle and grit.
  • Ownership. We love making things better and have a strong sense of shared responsibility over everything we create together.
  • Hospitality. The industry we're building for has a culture of service to others, and we bring that energy to how we work together each day.