Client Success and Administrative Coordinator

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Act as the primary point of contact for clients through phone, email, CRM, and client portals.

• Oversee both incoming and outgoing communications with clients.

• Address client inquiries with professionalism and urgency.

• Deliver outstanding customer service while showcasing empathy, patience, and professionalism.

• Follow up with clients concerning pending requests, documentation, and outstanding invoices.

• Conduct discovery calls with potential clients.

• Recognize client needs and recommend suitable services.

• Provide answers to basic accounting and tax-related questions.

• Qualify leads and arrange strategy sessions when necessary.

• Keep comprehensive notes and records in the CRM.

• Facilitate client onboarding processes.

• Update and maintain records in the CRM.

• Assist with documentation, workflows, and standard operating procedures (SOPs).

• Support various administrative projects and operational enhancements.

• Aid in implementing updates related to the firm's expansion into North Carolina.

• Conduct warm outreach to existing leads and prospects within the firm's ecosystem.

• Follow up on inquiries resulting from marketing channels and social media funnels.

• Re-engage inactive leads and clients.

• Support initiatives focused on client retention and relationship-building.

• Assist with client invoicing using QuickBooks.

• Provide basic client reports when requested.

• Monitor and follow up on unpaid invoices.

⛳️ Requirements

• At least 3–4 years of experience in an administrative, client services, virtual assistant, or customer success position.

• Experience in an accounting, bookkeeping, tax, financial services, or similar professional services environment.

• Basic knowledge of:

• Tax preparation

• Accounting principles

• Bookkeeping concepts

• Small business financial operations

• Excellent verbal and written communication skills.

• Proven experience managing client calls and customer service interactions.

• Technical Skills:

• Microsoft Outlook

• Microsoft Teams

• Microsoft 365 Suite

• CRM systems

• QuickBooks (or a strong willingness to learn quickly)

• Preferred Experience:

• Familiarity with tax or accounting firm CRMs (TaxDome or similar platforms).

• Experience in client onboarding.

• Experience with lead qualification and discovery calls.

• Background in supporting professional service firms.

🏝️ Benefits

• 100% REMOTE

• $50 birthday bonus

• $200 testimonial bonus

• $500 entry monthly raffle

• NO TRACKER. NO PROBLEM