Client Success Specialist

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

📋 Description

• Act as the primary administrative point of contact for clients through phone, email, and virtual meetings.

• Manage calendars, schedule consultations, and coordinate follow-ups.

• Assist in the onboarding of new clients, including document collection, admission forms, and tracking outstanding items until receipt.

• Maintain accurate client records in practice management systems, facilitating internal communication between accounting and advisory teams.

• Collaborate on invoice tracking, payment reminders, and accounts receivable (AR) management.

⛳️ Requirements

• A minimum of 2 years of experience in administrative support or customer service within CPA firms, tax practices, or U.S.-based accounting services.

• Strong understanding of the workflows in an accounting firm, key deadlines with clients, and document collection processes.

• Exceptional command of the English language.

• Proficiency in Microsoft Office, Zoom, and familiarity with management or CRM platforms (QuickBooks Online, TaxDome, Karbon, Canopy, etc.).

• A degree in Accounting, Business Administration, or Finance, along with prior experience in client success areas.

🏝️ Benefits

• Not specified