Client Success & Onboarding Coordinator

Ennis, Pellum & Associates, CPAs; Jacksonville (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Ennis, Pellum & Associates, CPAs is seeking a Client Success Coordinator to be the primary point of contact for non-technical client needs. This on-site role focuses on delivering an exceptional client experience year-round, coordinating communications, onboarding, and document management.

You’ll guide clients through firm processes, connect them with accounting professionals for tax, audit, and advisory matters, and help keep projects on schedule with accuracy and professionalism.

Qualifications

• Proven ability to coordinate multiple client workflows
• Strong written and verbal communication skills
• Detail-oriented with a focus on accuracy
• Ability to manage time and meet deadlines
• Experience supporting onboarding and client documentation

Responsibilities

• Serve as the first point of contact for prospective clients.
• Coordinate onboarding and gather engagement materials.
• Track client deadlines, deliverables, and action items.
• Manage client communications and document interactions.
• Support administrative projects and team needs as they arise

Skills

Client coordination

Communication

Attention to detail

Time management

Documentation

Team collaboration

Education

Associate degree in Business or related field

Tools

Microsoft Office Suite

CRM software

Job description

Ennis, Pellum & Associates, CPAs is seeking a Client Success Coordinator to be the primary point of contact for non-technical client needs. This on-site role focuses on delivering an exceptional client experience year-round, coordinating communications, onboarding, and document management.

You’ll guide clients through firm processes, connect them with accounting professionals for tax, audit, and advisory matters, and help keep projects on schedule with accuracy and professionalism.