Client Success & Administrative Coordinator

📋 Description

• Serve as the first contact for clients via phone, email, CRM, portals.
• Manage inbound and outbound client communications.
• Respond to client inquiries promptly and professionally.
• Conduct discovery calls with prospective clients.
• Qualify leads and schedule strategy sessions.
• Maintain detailed CRM notes and records.

🎯 Requirements

• 3–4 years in admin, client services, VA, or customer success.
• Experience in accounting, bookkeeping, tax, or financial services.
• Basic knowledge of tax prep, accounting principles, and bookkeeping.
• Strong verbal and written communication skills.
• Experience handling client calls and customer service.
• Proficient with Outlook, Teams, Microsoft 365, CRMs, and QuickBooks.

🎁 Benefits

• 100% remote
• $50 birthday bonus
• $200 testimonial bonus
• $500 entry monthly raffle
• No tracker