Remote Client Success Manager for Design Firms

Logistis for Designers; Florida; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401(k)

Job summary

Logistis for Designers is a fully remote bookkeeping and accounting firm that serves interior design firms. The Client Manager will own client relationships, lead monthly calls, and supervise bookkeepers to ensure accurate, timely work.

You will onboard new clients, clean up their books, and teach best practices to designers and team members. You will guide clients on profitability, margins, and workflows across QuickBooks Online, Studio Designer, Houzz Pro and Programa, coordinating with CPAs

Qualifications

• 5+ years of accounting experience at a senior accountant level, ideally at an accounting or bookkeeping firm.
• Experience with books cleanup, reconciliations, adjusting journal entries, and accrual‑basis corrections.
• Experience onboarding new clients and teaching accounting best practices to people who aren't accountants.
• 3+ years in a client‑facing role, such as client management or account management.
• Strong working knowledge of QuickBooks Online; ProAdvisor certification is a plus.

Responsibilities

• Serve as the main point of contact for your assigned clients, by email, phone and Zoom.
• Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability, and to collect what's needed to close the books.
• Help designers understand their gross profit margin, markups and net income, and recommend changes when margins are low or the business is losing money.
• Answer workflow and best‑practice questions about Studio Designer, Houzz Pro, Programa and QuickBooks Online, such as project statuses, purchase orders, client deposits, sales tax setup and the syncs between systems.
• Coordinate with clients' outside CPAs, payroll providers and software reps as needed.
• Pick up the phone. You don't hide behind email.

Skills

Senior accounting

Bookkeeping

Client management

QuickBooks Online

Team leadership

Communication

Education

Bachelor's degree in accounting/business or related field

ProAdvisor certification (preferred)

Tools

QuickBooks Online

Studio Designer

Houzz Pro

Programa

Gusto

Karbon

Job description

Logistis for Designers is a fully remote bookkeeping and accounting firm that serves interior design firms. The Client Manager will own client relationships, lead monthly calls, and supervise bookkeepers to ensure accurate, timely work.

You will onboard new clients, clean up their books, and teach best practices to designers and team members. You will guide clients on profitability, margins, and workflows across QuickBooks Online, Studio Designer, Houzz Pro and Programa, coordinating with CPAs