Client Success Specialist (Tax & Bookkeeping) - (HR31461DS)

Sagan World LLC; Cape Town; Remote; ZAR 200 000 - 300 000; Full time

Job summary

An innovative firm is seeking a Client Success Specialist to enhance client relationships in tax and bookkeeping services. This remote position requires a detail-oriented individual who excels in communication and problem-solving. You will manage client inquiries, ensuring clarity in financial matters and delivering exceptional service. Join a dynamic team dedicated to simplifying complex financial topics for entrepreneurs and small businesses. If you are passionate about client success and thrive in a fast-paced environment, this role offers the opportunity to make a significant impact while working with a diverse clientele.

Qualifications

• 2+ years in a fast-paced client support or success role.
• Excellent written and verbal communication skills.

Responsibilities

• Manage Zendesk tickets from first touch to full resolution.
• Translate tax and bookkeeping details into plain English.

Skills

Client Support

Communication Skills

Problem-Solving

Attention to Detail

Proficiency in Business Tools

Education

2+ years in Client Support

Accounting Experience

Tools

QuickBooks

Xero

Salesforce

Zendesk

Job description

Client Success Specialist (Tax & Bookkeeping) - (HR31461DS)

About the job Client Success Specialist (Tax & Bookkeeping) - (HR31461DS)

Job Title: Client Success Specialist (Tax & Bookkeeping)
Location: Remote (UTC+2 Eastern Europe & South Africa business hours)Salary Range: up to 2500 USD
Work Schedule: Monday - Friday, Must be available to work 9:00 AM - 5:00 PM (UTC+2) or 9:00 AM - 5:00 PM EST
NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

About the Company:

Sagan represents a fast-growing US-based tax and bookkeeping services provider supporting small businesses and startup founders - especially those with international roots. The team is lean, hands-on, and passionate about simplifying complex financial topics for entrepreneurs.
Position Overview:We're looking for a Client Success Specialist who thrives on solving client problems, translating financial jargon into human language, and delivering top-tier service with speed and precision. You'll be a trusted point of contact, navigating everything from basic queries to complex account reviews. If you love digging into the details and creating clarity for others, this role is for you.Key Responsibilities:

• Own the inbox: Manage Zendesk tickets from first touch to full resolution with speed and accuracy
• Communicate clearly and empathetically: Translate tax and bookkeeping details into plain English
• Troubleshoot independently: Use tools like QuickBooks, Xero, Salesforce, and internal systems to diagnose and resolve issues
• Keep internal knowledge sharp: Update macros, templates, and documents for future use
• Spot trends: Identify and propose fixes to recurring problems
• Maintain data integrity: Double-check all figures, forms, and files
• Track what matters: Prioritize client satisfaction, resolution speed, and zero-error delivery

Qualifications:

• 2+ years in a fast-paced client support or success role (accounting experience is a plus)
• Excellent written and verbal communication skills
• Exceptional attention to detail
• Proficiency in modern business tools and platforms
• Self-starter with a proactive, problem-solving mindset
• Stable internet connection and reliable work environment
• Availability to work Monday to Friday during either of the approved time zones

Nice-to-Haves:

• Experience supporting tax or financial software clients
• Familiarity with small business or startup operations
• Prior remote work experience

Resume Submission Guidelines:

To help us review your application efficiently, please submit your resume in text-based PDF format only.

Avoid uploading scanned documents, image files (JPG/PNG), or Word documents (DOC/DOCX) format to prevent your application from being overlooked.

Important: For timely processing, both your resume andintroductory video must be submitted in English.