Our firm is growing and we’re looking for a Client Success Manager
You’re the person clients think of first. You run onboarding, keep check-ins on schedule, and make sure nothing quietly slips between the client and our accounting team.
The job is not…
- A call center seat with a headset and a script
- Cold calling or chasing new leads
- Putting up with jerks or ungrateful clients
- Being the bearer of bad news with no say in fixing it
- Sink or swim without training
The job is…
- Owning relationships with practices that genuinely like us
- Onboarding new clients and setting them up to win
- A voice in how our service actually runs
- Work-life balance and a family friendly atmosphere
- A collaborative team that has your back
Responsibilities
- Onboard new practices and set expectations for the first 90 days
- Run recurring check-ins and keep notes the team can act on
- Coordinate deliverables between clients and accountants
- Surface at-risk relationships early
Qualifications
- 2+ years in account management or client-facing services
- Genuinely warm on the phone and precise in writing
- Comfortable with a CRM and keeping your own system tidy
Nice to have
- Professional services or healthcare background
- Familiarity with accounting workflows
Compensation
$65k to $80k depending on experience, plus group health insurance, 401k match, 10 paid holidays, and 13 to 18 vacation days that grow with tenure.