Customer Success Specialist

Client Success Specialist

• Position Details 🎯
• Schedule: Monday to Friday, 9:00 AM – 5:30 PM (EST)

Modality: Remote

About the Role 🎯

We are seeking a highly organized, proactive, and client-focused Client Success Specialist to support our administrative operations, client communications, onboarding processes, scheduling, and document management.

This position is ideal for someone with prior experience supporting a CPA, tax, or accounting firm who enjoys building client relationships and keeping workflows organized.

Key Responsibilities 📝

• Client Communications & Support: Serve as the primary administrative point of contact for clients via phone, email, and virtual meetings. Manage calendars, schedule consultations, and coordinate follow-up activities.
• Onboarding & Document Management: Guide new client onboarding, handle intake forms, manage document collection, and track open requests until complete.
• Workflow & CRM Coordination: Maintain accurate client records,

note

s, and documentation within practice management systems, bridging communication between clients and our technical teams.

• Billing & AR Support: Assist with invoice follow-up, payment reminders, accounts receivable tracking, and collection activities.
• Process Optimization: Help maintain SOP documentation, monitor client satisfaction, and support internal team coordination to ensure deliverables move forward smoothly.

What We Are Looking For 🔎

• Experience: 2+ years of administrative or client support experience specifically within a CPA firm, tax practice, bookkeeping, or accounting services environment.
• Operational Knowledge: Solid understanding of accounting firm workflows, critical tax/accounting deadlines, document collection, and onboarding processes.
• Language: Exceptional written and verbal English communication skills are a must.
• Technical Proficiency: Hands-on experience with Microsoft Office Suite (Excel, Outlook, Teams, SharePoint, One

Drive), Zoom, and practice management/CRM tools (such as QuickBooks Online, Tax

Dome, Karbon, or Canopy).

• Preferred: A Bachelor’s degree in Accounting, Business Administration, or Finance, alongside prior background in client success or account coordination.