**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.**
Are you a proactive, highly organized professional with a passion for client success? Join our client’s dynamic team as a Client Success Manager, where you’ll play a key role in streamlining project coordination, enhancing client relationships, and ensuring smooth administrative operations.
In this fully remote and flexible position, you’ll collaborate closely with leadership, provide strategic insights, and help drive client satisfaction.
If you excel in communication, thrive in an organized environment, and have a foundational understanding of accounting, we’d love to hear from you!
WHAT’S IN IT FOR YOU?
- Competitive Salary – Based on experience, with opportunities for growth.
- End-of-Year Bonus – Your hard work is recognized and rewarded.
- Monthly Healthcare Allowance after 6 months – Because your well-being matters.
- Flexible Paid Time Off – We offer 24 PTO credits, but we believe in true flexibility – take time off as needed while ensuring team alignment.
- Work-Life Balance – We are a family-centered company that values your personal time and respects family priorities.
- Flexible Working Hours – Set your own schedule with just a 4-5 hour overlap in the afternoon (PST/PDT) to collaborate with the team.
- 100% Remote – Work from the comfort of your home!
- Long-Term Stability & Growth – A full-time independent contractor role with career advancement opportunities in a supportive and thriving environment.
CLIENT BACKGROUND
Our client is a people-first accounting firm dedicated to helping small businesses across the U.S. gain financial clarity and confidence. They specialize in bookkeeping and tax services, giving business owners the peace of mind they need to focus on what they do best.
More than just accountants, they are trusted partners who genuinely care about their clients’ success. They believe in building long-term relationships through honest guidance, reliable support, and a commitment to excellence. Their team operates like a family – collaborative, supportive, and always respectful of work-life balance. Flexibility and trust are at the heart of their culture, ensuring both their clients and their team feel valued every step of the way.
DUTIES AND RESPONSIBILITIES:
- Project Coordination: Oversee schedules, track deadlines, and ensure smooth execution of client projects.
- Strategic Insight: Identify opportunities for process improvements and provide recommendations to leadership.
- Client Communication: Act as the main point of contact for clients, ensuring clear and professional communication.
- Administrative Support: Maintain organized documentation, manage calendars, and support leadership in daily operations.
- Basic Accounting Assistance: Assist with gathering and organizing financial documents and client records.
- Client Account Management: Keep client information updated, track interactions, and monitor key deliverables.
- Client Onboarding: Facilitate the onboarding of new clients, set up necessary accounts, and ensure a smooth transition.
- Scheduling & Coordination: Plan client meetings, prepare agendas, and track follow-ups.
- Billing & Invoicing Support: Work with the finance team to generate invoices and resolve client inquiries.
QUALIFICATIONS
- Background in Business Administration, Client Management, Customer Relations, or a related field.
- At least 2 years of experience in a client-facing or administrative role.
- Strong proficiency in Microsoft 365, Google Suite, Slack, and Zoom.
- Excellent written and verbal English communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities efficiently.
- Strong problem-solving skills and ability to work independently.
NICE TO HAVES
- Familiarity with QuickBooks, Practice Ignition, Canopy, or Keeper.
- Previous experience in a US-based accounting firm or a fast-paced environment.
ADDITIONAL REQUIREMENTS
- Reliable, stable and high-speed internet
- Work Environment: with secluded workstation to ensure a private and distraction free space
DESCRIPTION OF IDEAL CANDIDATE
- Self-Motivated & Driven – You bring energy and passion to your work, tackling challenges with enthusiasm and optimism. You take initiative without needing constant direction and see every task as an opportunity to contribute to the team’s success.
- Strategic Thinker – You don’t just follow processes—you analyze, anticipate, and provide innovative solutions to improve workflows and client experiences. You’re always looking for ways to enhance efficiency and effectiveness.
- Client-Centered Problem Solver – You have a keen ability to understand client needs, identify pain points, and proactively offer solutions that improve client satisfaction and strengthen relationships.
- Ownership Mindset – You take full responsibility for your work, ensuring that tasks are executed with precision and accountability. You take pride in delivering high-quality results and are committed to seeing projects through to completion.
- Detail-Oriented & Organized – You thrive in an environment where structure and accuracy are key. You maintain impeccable records, keep communications clear, and ensure that deadlines are met with efficiency.
- Proactive & Empathetic – You balance a proactive approach with strong emotional intelligence. You understand the needs of both clients and internal teams, ensuring that every interaction is handled with professionalism and care—even under pressure.
- Adaptable & Resilient – You embrace change and innovation, adjusting quickly to new processes, tools, or client needs while maintaining high standards. No matter the situation, you remain flexible and solution-focused.
Apply now and become part of a team that truly values your contributions, your growth, and your well-being.
