A growing, fully remote tax and accounting firm is seeking a proactive, highly organized Client Success Manager with CPA firm experience to oversee the post-sale client experience and ensure ongoing satisfaction and retention. This full-time, salaried role is central to internal coordination, onboarding, and the long-term success of client relationships.
The Client Success Manager focuses on fostering long-term relationships with clients, ensuring their satisfaction, maximizing the value they receive from the firm's services, and ultimately driving client retention and loyalty. In essence, the Client Success Manager shifts the focus from simply providing transactional services to building strong, strategic partnerships and becoming a key driver of client satisfaction, retention, and the firm's long-term growth.
Client Onboarding (40%)
Internal Coordination (20%)
Client Lifecycle Management (20%)
Communication & Feedback (20%)
Requirements
Preferred:
Success Metrics:
Benefits
Benefits and Culture
If you feel you have the necessary qualifications, please forward a current copy of your resume and state your salary requirement.
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