Client Success Coordinator – Accounting

Aureus Financial; Australia; On-site; AUD 65,000 - 90,000; Full time

Job summary

Aureus Financial in Australia seeks a coordination professional to drive client-engagement and keep all project records accurate. You’ll run the ongoing client engine for Aureus Accounting: ensure each client on track, every meeting has an agenda, and time is visible and billable.

You will own the rhythm of our accounting clients from onboarding to ongoing service, maintaining Karbon integrity, ensuring time logs and budgets are current, and delivering reliable Fathom reporting and tax planning

Qualifications

• 3+ accounting experience in a practice or finance role.
• Client service or coordination experience.
• Strong written and spoken English.
• Experience with Karbon, Xero, NowInfinity and Ignition is highly regarded.

Responsibilities

• Karbon integrity: keep workflows in the right steps, statuses current and records clean.
• Team productivity: ensure time is logged daily and billable utilization rises from 70% to 85%.
• Client success: maintain current budgets, Fathom reports, tax plan and compliance schedule, and ensure meetings have pre-sent agendas.

Skills

Accounting experience

Client service

Communication

Tools

Karbon

Xero

NowInfinity

Ignition

Job description

Most coordinators spend their day chasing. In this seat, you build the system that means nobody has to. You'll run the ongoing client engine for Aureus Accounting: every client on track, every meeting worth having, and every team member's time visible and billable.

The role in three sentences

You own the rhythm of our ongoing accounting clients from the day onboarding finishes. You keep Karbon accurate, timesheets complete and the team on target. Success is clients who stay, refer and tell us we exceeded what they expected.

Why this matters

Our clients are business owners who want more than compliance. They want a budget, a live tax plan, regular reporting and an accountant who knows their priorities. Your job is to make sure that happens for every client, every time, without anyone working late to cover a gap.

What you will do

• Karbon integrity: keep every workflow on the right steps, statuses current and records clean, and raise it when a process needs fixing.
• Team productivity: make sure every team member logs time daily and the billable team moves from 70% to 85%.
• Client success: keep every package client on track with a current budget, Fathom reporting, tax plan and compliance schedule, and make sure every client meeting has an agenda before it starts.

What success looks like in your first 90 days

• Karbon statuses current across your clients, with a monthly audit in place.
• Every team member logging time daily.
• Every ongoing client meeting running from an agenda sent in advance.

Who you are

• You ask 'who should do this?' before 'how do I do this?'
• You trust a good template more than a heroic effort.
• You can say no to work outside your role and keep the relationship intact.
• You're at your best talking with clients and keeping things moving.
• You follow up until it's done.

What you need to bring

• 3+ Accounting experience, in an accounting practice or an accounting or finance role (required).
• Client service or coordination experience.
• Strong written and spoken English.
• Experience with Karbon, Xero, NowInfinity and Ignition is highly regarded.
• Availability to work in the AU time zone