Client Success Manager - CPA Firm - Remote

Overview

A growing, fully remote tax and accounting firm is seeking a proactive, highly organized Client Success Manager with CPA firm experience to oversee the post-sale client experience and ensure ongoing satisfaction and retention. This full-time, salaried role is central to internal coordination, onboarding, and the long-term success of client relationships.

In Short

• Focus on fostering long-term client relationships
• Maximize client satisfaction and retention
• Lead client onboarding process
• Collaborate with Business Development and Tax Teams
• Conduct quarterly client check-ins
• Own the client communication strategy
• Manage CRM records in HubSpot and Karbon
• Identify upsell and cross-sell opportunities
• Implement Net Promoter Score (NPS) tools
• Promote continued client engagement

Requirements

• 3+ years in client success or account management
• High-level organizational skills
• Excellent communication and interpersonal skills
• Experience with CRM tools (HubSpot preferred)
• Ability to work cross-functionally
• Experience in CPA or financial services preferred
• Familiarity with tools like Karbon, Asana, ClickUp
• Background in client education or process improvement

Benefits

• 100% remote work
• Highly collaborative, people-first culture
• Health insurance
• 401(k) with match
• Unlimited paid time off
• Visibility and influence across firm operations
• Opportunity to make a direct impact on client success