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Client Success & Administrative Coordinator | Tax & Accounting Firm

2 hours, 56 minutes ago
Philippines, South Africa
Part-time
Mid Level
Bookkeeper
Customer and Technical Support
CRM
Apply Now
Assist World

Assist World

Assist World provides dedicated virtual assistant services, enabling businesses to streamline their operations and enhance productivity by matching clients with skilled virtual talent tailored to their specific needs.

IT Services
View All Jobs 78

Description

  • Serve as the primary point of contact for prospective and existing clients via phone, email, CRM, and client portals.
  • Manage inbound and outbound client communications and respond to inquiries promptly and professionally.
  • Conduct discovery calls with prospective clients, identify needs, and qualify leads.
  • Schedule strategy sessions and convert qualified inquiries into booked appointments when appropriate.
  • Maintain detailed client notes and records in the CRM and update CRM information as needed.
  • Coordinate client onboarding processes and support documentation, workflows, and SOPs.
  • Assist with administrative projects, operational improvements, and updates tied to the firm’s expansion into North Carolina.
  • Conduct warm outreach to leads and prospects, follow up on marketing and social media inquiries, and re-engage inactive leads.
  • Assist with client invoicing in QuickBooks, provide basic client reports, and track unpaid invoices.
  • Support client retention and relationship-building initiatives while delivering empathetic customer service.

Requirements

  • Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role.
  • Experience working in an accounting, bookkeeping, tax, financial services, or related professional services environment.
  • Basic understanding of tax preparation, accounting principles, bookkeeping concepts, and small business financial operations.
  • Strong verbal and written communication skills.
  • Experience handling client calls and customer service interactions.
  • Proficiency with Microsoft Outlook, Microsoft Teams, and Microsoft 365 Suite.
  • Experience with CRM systems and QuickBooks, or willingness to learn QuickBooks quickly.
  • Experience with tax or accounting firm CRMs such as TaxDome or similar platforms is preferred.
  • Client onboarding experience is preferred.
  • Lead qualification and discovery call experience is preferred.
  • Experience supporting professional service firms is preferred.
  • Ability to discuss financial matters with clients in a professional, trustworthy manner.
  • Must be comfortable balancing customer service with business development activities.

Benefits

  • 100% remote work environment.
  • $50 birthday bonus.
  • $200 testimonial bonus.
  • $500 entry monthly raffle.
  • Opportunity to work without a tracker requirement.

Interested in this position?

Apply directly on the company website

Apply Now

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