Client Success Advocate

Mybuildercpa; Xico; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A remote accounting firm is seeking a Client Success Advocate to engage with clients on complex financial topics. The role requires deep technical expertise, strong communication skills, and at least 5 years of accounting experience. You will handle escalated inquiries, support clients in business valuations, and coach Staff Accountants. A competitive salary of $3,000 monthly plus bonuses is offered for this full-time position.

Servicios

Competitive monthly salary

Performance-based quarterly bonuses

Flexible remote work environment

Long-term growth opportunities

Collaborative team culture

Formación

• 5+ years of accounting experience in a client-facing role.
• Strong knowledge of QuickBooks or Buildertrend required.
• Ability to navigate ambiguity and create independent solutions.

Responsabilidades

• Act as the main contact for escalated client inquiries.
• Assist clients with business valuation and acquisition preparation.
• Coach Staff Accountants for accuracy and timeliness.
• Collaborate on firm-wide workflows for improved client experience.

Conocimientos

Client-facing roles

Proactive mindset

Critical thinking

Problem-solving

Attention to detail

Communication

Educación

CPA designation or equivalent advanced accounting credentials

Herramientas

QuickBooks

Buildertrend

JobTread

Descripción del empleo

MyBuilderCPA

Client Success Advocate

Join a Firm Where Builders Build, and We Back Them Up.

Are you a CPA or advanced accountant who thrives in high‑impact client‑facing roles? Are you passionate about turning financial chaos into clarity and serving as a strategic partner to businesses that are literally building the future? At MyBuilderCPA, we’re looking for a Client Success Advocate to join our growing team, someone who brings deep technical expertise, proactive thinking, and genuine client care to every interaction.

Founded in

• MyBuilderCPA is a remote accounting firm dedicated exclusively to serving residential homebuilders who use BuilderTrend or JobTread. Our client‑centric approach combines transactional accounting, financial reporting, and tax prep to deliver continuous accounting services tailored to each builder’s unique business. We go beyond the books, helping clients streamline systems, solve complex challenges, and plan confidently for the future.

As our Client Success Advocate, you’ll operate at a level above the Staff Accountants, engaging directly with clients on complex financial topics, providing expert guidance, and anticipating their needs before they arise. Your mission is to ensure that clients not only get clean books but also gain insight and confidence from the numbers you help deliver. You’ll play a critical role in refining processes, guiding team members, and freeing up leadership to grow the firm.

Responsibilities

• Serve as the main point of contact for escalated client inquiries, complex financial questions, and strategic conversations.
• Interpret financial reports and assist clients with business valuation, acquisition preparation, and other advanced topics.
• Provide expert support on QuickBooks, Buildertrend, and / or JobTread integrations.
• Coach and review work completed by Staff Accountants, ensuring accuracy and timeliness.
• Respond to client needs for documentation (e.g., duplicate tax returns, reporting breakdowns, deadline alerts).
• Collaborate with leadership on refining firm‑wide workflows and enhancing the client experience.
• Help build and maintain a proactive, high‑performance service culture.

Qualifications

• CPA designation (preferred) or equivalent advanced accounting credentials.
• 5 or more years of accounting experience, preferably in a client‑facing, consultative role.
• Strong working knowledge of QuickBooks and / or Buildertrend (required: proficiency in at least one).
• Outstanding critical thinking and problem‑solving skills.
• Proactive mindset, able to anticipate client needs, deadlines, and next steps.
• High attention to detail and strong documentation habits.
• Clear, professional, and friendly communication style.
• Comfortable navigating ambiguity and creating solutions independently.
• A passion for supporting small businesses in the construction industry.

Compensation & Perks

• Full‑time position.
• Competitive monthly salary at $3,000 based on experience.
• Performance‑based quarterly bonuses tied to transaction volume and accuracy.
• Flexible remote work environment.
• Opportunity for long‑term growth with a mission‑driven company.
• A collaborative and supportive team culture focused on excellence and client success.

Ready to help builders thrive, with numbers that speak the truth? Apply now and become a vital part of the MyBuilderCPA mission.

MyBuilderCPA is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, genetic information, military status, or any other protected characteristic under federal, state, or local law.