About the job
Client Account Manager
Engagement: Independent Contractor, Direct Hire (Fully remote)
Schedule: U. S. Business Hours (synchronous)
Salary: $1200 (Negotiable based on experience)
ABOUT THE ROLE
A rapidly expanding U. S.-based tech-enabled tax accounting firm is in search of a Client Account Manager to enhance internal account management and client service operations. You will play a pivotal role in enabling the client service and tax teams to operate more efficiently, by assembling tax packets, overseeing onboarding processes, and directing client inquiries via email/Slack.
This full-time remote position (40+ hours) offers competitive compensation and significant growth opportunities within a venture capital-backed, fast-scaling organization.
ABOUT YOU
As a detail-oriented and client-focused professional, you excel in dynamic, high-growth environments. You possess a unique balance of empathy and precision, communicate effectively, manage various tasks simultaneously, and create systems that enhance team productivity. You are eager to engage in client projects while also refining processes at scale.
RESPONSIBILITIES
Client Delivery Operations
- Assemble and upload completed tax packets, cover letters, and compliance documentation.
- Monitor submissions, ensure organized deliverables, and adhere to quality assurance protocols.
- Assist with entity workflows (state registrations/dissolutions).
Client Service Operations
- Request client documentation and direct inquiries to the appropriate team.
- Manage onboarding tasks, meetings, and follow-up communications.
Process Improvement
- Develop templates, checklists, and documentation.
- Identify workflow inefficiencies and propose enhancements.
- Support customer ticketing systems and collaborate with engineering to improve client systems.
Requirements
- 3–5 years of experience in customer experience (CX), operations, account management, or premium customer support (experience with U. S. clients/startups preferred).
- 1+ year in accounting, finance, banking, or tax preparation (or supporting these sectors).
- Strong proficiency in English (C2+), with excellent writing skills.
- Self-motivated, process-oriented, detail-oriented, and highly organized.
- Comfortable navigating ambiguity, independent, and proactive.
- Proficient in Google Sheets/Excel, Slack, task management boards, and AI tools; experience with ticketing systems (Pylon preferred).
- Bachelor’s degree (preferably with honors).
Preferred Qualifications
- Experience with U. S. startups.
- Background in accounting, CPA, bookkeeping, or tax preparation.
- Proven track record of exceeding customer satisfaction (CSAT), service level agreements (SLA), or quality assurance (QA) metrics.
Benefits
- Work From Home
- Training & Development
