Client Success Manager

Job Summary

Managing a portfolio of clients, the full-time Client Success Manager will ensure exceptional service and maximize value from the firm's Accounting, HR, Payroll, Tax, and advisory solutions while working remotely.

Key responsibilities

• Serve as the primary point of contact for clients, conducting regular business reviews and ensuring alignment with their objectives
• Monitor client health and satisfaction, identifying churn risks and developing retention strategies
• Coordinate cross-functional teams to deliver seamless client experiences and advocate for client needs

Required qualifications

• Bachelor's degree in Business, Finance, Human Resources, Accounting, or a related field
• 5+ years of experience in Client Success, Account Management, or Professional Services
• Experience supporting Accounting, HR, Payroll, Tax, or outsourced business services
• Strong project management and organizational skills
• CRM experience (Salesforce, HubSpot, etc.) preferred