Remote Client Success Advisor

1-800Accountant; United States; Remote; USD 33,000 - 36,000; Full time

Benefits offered by this job

Company-Paid Basic Life Insurance

Long-Term Disability

401K with company match

Job summary

1-800Accountant is seeking a Remote Client Advisor to guide clients through their service journey, coordinating across bookkeeping, payroll, tax, and advisory teams. You will track milestones, manage expectations, and ensure timely delivery of services with a focus on satisfaction and retention.

The role emphasizes proactive communication, relationship-building, and the ability to simplify complex processes while supporting clients’ business goals.

Qualifications

• Proven success in a client-facing or account management role.
• Experience coordinating services across multiple departments or specialties.
• Understanding of SaaS products, accounting, tax, payroll, or related services is a plus.
• Experience working in fast-paced SMB environments is strongly preferred.
• Salesforce or equivalent CRM experience preferred.
• Bachelor's degree is a plus.

Responsibilities

• Act as the Primary Point of Contact: Serve as the single, consistent contact for a portfolio of clients, guiding them through their full journey with 1-800Accountant and building trusted, long-term relationships.
• Coordinate Service Delivery Across Pods: Orchestrate work across bookkeeping, payroll, tax, and advisory teams to ensure seamless and timely delivery of services aligned with client needs and expectations.
• Monitor Progress and Milestones: Proactively track client milestones, usage, and service delivery to ensure progression through the client journey with clarity, efficiency, and high satisfaction.
• Anticipate Needs and Address Friction: Identify client risks, blockers, or confusion points early and advocate for quick resolution by collaborating with internal experts.
• Facilitate and Optimize Expert Engagements: Schedule and prepare internal expert appointments (e.g., CPA, bookkeeper) with the right context, documentation, and timing—maximizing client value and protecting expert time.
• Ensure Platform Engagement and Adoption: Guide clients in using the platform effectively, promoting adoption of tools and features that increase satisfaction, value, and retention.
• Understand Client Needs and Business Goals: Listen actively to understand each client’s unique business, pain points, and goals; tailor support and solutions that deliver meaningful value.
• Meet Performance Metrics and KPIs: Consistently achieve or exceed targets related to client satisfaction, service delivery efficiency, milestone attainment, and retention.

Skills

Client-facing / Account management

Cross-department coordination

SaaS product familiarity

Education

Bachelor's degree

Tools

Salesforce

Job description

1-800Accountant is seeking a Remote Client Advisor to guide clients through their service journey, coordinating across bookkeeping, payroll, tax, and advisory teams. You will track milestones, manage expectations, and ensure timely delivery of services with a focus on satisfaction and retention.

The role emphasizes proactive communication, relationship-building, and the ability to simplify complex processes while supporting clients’ business goals.