Client Success Manager, CPA firm

Job Title:
Client Success Manager, CPA firm
 
Job ID:
1032150
 
Date Posted:
July 21, 2025
 
Employment Type:
Full-time
 
Hiring Company (Organization):
Confidential
 
Location:
US Remote (Telecommute)
Applicants must be located in the United States.
 
Base Salary: 
$85,000-$95,000 per year (USD)
Commensurate with experience and qualifications.
 
Job Description:
A growing, fully remote tax and accounting firm is seeking a proactive, highly organized Client Success Manager with CPA firm experience to oversee the post-sale client experience and ensure ongoing satisfaction and retention. This full-time, salaried role is central to internal coordination, onboarding, and the long-term success of client relationships.
 
Responsibilities:
 
Client Onboarding (40%)

• Lead new client onboarding once the engagement letter and payment are received
• Schedule and facilitate kickoff calls to set expectations
• Deliver welcome materials, checklists, and onboarding tools
• Ensure client access to systems and communication protocols

Internal Coordination (20%)

• Collaborate daily with Business Development and Tax Teams to manage handoffs
• Schedule Tax Plan Delivery Meetings and ensure team readiness
• Keep the tax team informed and resourced to serve clients effectively

Client Lifecycle Management (20%)

• Conduct quarterly client check-ins to monitor satisfaction
• Maintain CRM records in HubSpot and Karbon
• Collaborate with Ops and Tax Teams to resolve service issues

Communication & Feedback (20%)

• Own and execute the client communication strategy
• Implement and manage Net Promoter Score (NPS) tools
• Collect and utilize client feedback to improve service and processes

 
Qualifications:
Required:

• 3+ years in a client success, account management, or customer-facing operations role
• High-level organizational skills to manage 25-30 new clients monthly
• Excellent communication and interpersonal skills
• Experience with CRM tools (HubSpot preferred)
• Ability to work cross-functionally in a fast-paced environment

Preferred:

• Experience in CPA, tax, or financial services firms
• Familiarity with tools like Karbon, Asana, ClickUp
• Background in client education or process improvement

Success Metrics:

• Improved Net Promoter Score (NPS) and response rate
• High client satisfaction and retention
• Timely, accurate onboarding
• Low rate of escalations or disputes

Culture and Benefits:

• 100% remote
• Highly collaborative, people-first culture
• Health insurance
• 401(k) with match
• Unlimited paid time off
• Visibility and influence across firm operations
• Opportunity to make a direct impact on client success and business growth