Client Success Lead: Accounting & Bookkeeping

at; Gold Coast City; Hybrid; AUD 70,000 - 90,000; Full time

Job summary

A growing accounting and tax services firm in Gold Coast City is seeking a Client Services Manager to enhance client relationships and ensure smooth onboarding. The role involves managing client inquiries, supporting renewals, and coordinating workflows within a small team. Ideal candidates should possess extensive client service experience, strong communication skills, and proficiency in Xero Practice Manager. Join a supportive environment where your organizational skills will thrive and impact client success.

Qualifications

• Experience in a client service, account management, or practice management role.
• Strong judgment and professionalism in handling sensitive matters.
• Comfortable working in a small, fast-moving team.

Responsibilities

• Manage client onboarding and ensure smooth service transition.
• Act as the primary point of contact for client communication.
• Support client retention and renewals.

Skills

Client service experience

Strong communication skills

Relationship building

Organisational skills

Attention to detail

Professionalism

Follow-up confidence

Tools

Xero Practice Manager

Job description

A growing accounting and tax services firm in Gold Coast City is seeking a Client Services Manager to enhance client relationships and ensure smooth onboarding. The role involves managing client inquiries, supporting renewals, and coordinating workflows within a small team. Ideal candidates should possess extensive client service experience, strong communication skills, and proficiency in Xero Practice Manager. Join a supportive environment where your organizational skills will thrive and impact client success.