🕒 2 days ago
Own B2B client relationships from kickoff through renewal, coordinating onboarding and launches, monitoring account health, resolving issues, and identifying opportunities to improve retention and expand accounts.
Client Account Manager - 2026011
🕒 3 days ago
Client Account ManagementClient OnboardingTax Packet PreparationDocument Management
📜 Description
- Assemble and upload finalized tax packets, cover letters, and compliance documents.
- Track submissions, organize deliverables, and follow quality assurance steps.
- Support entity workflows, including state registrations and dissolutions.
- Request client documents, triage questions, and coordinate onboarding, meetings, and follow-ups.
- Create templates, checklists, and documentation; identify workflow bottlenecks and suggest improvements.
- Support ticketing and customer support tools and collaborate with engineering on client systems.
🛠️ Requirements
- 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
- 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
- Strong English proficiency (C2+), excellent writing
- Self-starter, process-oriented, detail-focused, and highly organized
- Comfortable with ambiguity, independent, proactive
- Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
- Bachelor’s degree (preferably with honors)
- U.S. startup experience
- Accounting, CPA, bookkeeping, or tax prep background
- Track record of exceeding CSAT, SLA, or QA targets
✨ Benefits
- Work From Home
- Training & Development
Full job description
*** Advance Hiring for January ***
We’re currently conducting interviews in advance for our January hiring. If selected, you’ll be considered for a January start date.
Client Account Manager
Engagement: Independent Contractor, Direct Hire (Fully remote)
Schedule: U.S. Business Hours (synchronous)
Salary: $1200
ABOUT THE ROLE
A fast-growing U.S.-based tech-enabled tax accounting firm is seeking a Client Account Manager to support internal account management and client delivery operations. You’ll help the client service and tax teams move faster—assembling tax packets, managing onboarding, and triaging client requests via email/Slack.
This is a full-time remote role (40+ hours) with competitive pay and strong growth opportunities in a VC-backed, rapidly scaling company.
ABOUT YOU
Detail-oriented and client-focused, you thrive in high-growth, ambiguous environments. You balance empathy with precision, communicate clearly, manage multiple tasks, and build checklists and systems that increase team efficiency. You’re willing to dig into client work while improving processes at scale.
RESPONSIBILITIES
Client Delivery Operations
- Assemble and upload finalized tax packets, cover letters, and compliance documents
- Track submissions, maintain organized deliverables, and follow QA steps
- Support entity workflows (state registrations/dissolutions)
Client Service Operations
- Request client documents and triage questions to the right team
- Coordinate onboarding steps, meetings, and follow-ups
Process Improvement
- Create templates, checklists, and documentation
- Identify workflow bottlenecks and suggest improvements
- Support ticketing/customer support tools and work with engineering to enhance client systems
Requirements
- 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
- 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
- Strong English proficiency (C2+), excellent writing
- Self-starter, process-oriented, detail-focused, and highly organized
- Comfortable with ambiguity, independent, proactive
- Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
- Bachelor’s degree (preferably with honors)
Preferred
- U.S. startup experience
- Accounting, CPA, bookkeeping, or tax prep background
- Track record of exceeding CSAT, SLA, or QA targets
Benefits
- Work From Home
- Training & Development
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