Seasonal Client Success Rep (In-Office)

Hood CPAs; Leavenworth (KS); On-site; USD 25,000 - 28,000; Full time

Job summary

PaulHood is seeking a Seasonal Client Success Representative I for in-office support in Leavenworth, KS. The role runs Dec 8, 2026 through Apr 30, 2027 and reports to the Client Experience Manager.

You will assist with onboarding, maintain member relationships, and help clients realize the value of their membership. You should have 1 year of customer service or admin experience, be detail-oriented, proactive, and customer-focused, and be comfortable using CRM/ticketing systems and Microsoft

Qualifications

• HS diploma or equivalent required; an associate degree or coursework in business, communications, or related field preferred.
• One year experience in customer service, administrative support, front desk, or related role required.
• Data entry or call center experience strongly preferred.
• Basic proficiency with Microsoft Office and ability to learn new technology systems required.
• Experience in professional services, financial services, accounting, legal, healthcare or tax environment preferred.
• Experience using CRM, ticketing, or client management systems preferred.

Responsibilities

• Respond to routine client inquiries and provide timely updates and support.
• Manage client requests, ticket queues, and escalate complex issues as needed.
• Collect, review, and track client documentation to ensure completeness.
• Support client onboarding, portal access, and technology-related questions.
• Maintain accurate client records and update CRM systems.
• Monitor assigned client statuses and follow up on outstanding items.
• Assist with tax season campaigns, payment follow-up, and operational initiatives.
• Coordinate meetings and process administrative requests.
• Support office operations, including mail, supplies, payroll, and check processing.
• Maintain front desk coverage, visitor tracking, and client survey administration.
• Prepare workspaces for new employees and support office preparedness activities.
• Contribute to process improvements for client service and operations.

Skills

Customer service

Detail-oriented

Team player

Tech-savvy

Punctual

MS Office

CRM systems

Education

High school diploma or equivalent

Associate's degree or coursework in business/communications

Tools

Microsoft Office

CRM / ticketing systems

Job description

PaulHood is seeking a Seasonal Client Success Representative I for in-office support in Leavenworth, KS. The role runs Dec 8, 2026 through Apr 30, 2027 and reports to the Client Experience Manager.

You will assist with onboarding, maintain member relationships, and help clients realize the value of their membership. You should have 1 year of customer service or admin experience, be detail-oriented, proactive, and customer-focused, and be comfortable using CRM/ticketing systems and Microsoft