Client Success Specialist

Client Success Specialist

Company: Profit Accounting & Advisory Solutions
Type: Full-time or Part-time (remote)

Role Purpose

The Client Success Specialist is the primary relationship manager for assigned clients—ensuring clients feel supported, informed, and confident while internal teams deliver bookkeeping, tax planning, and CFO services on time and at a high standard.

TaxDome, QuickBooks Online, Instead, & Slack software experience.

Core Responsibilities
1. Client Relationship Management (Primary)

Serve as the main point of contact for assigned clients

Conduct onboarding calls and quarterly client check-ins

Proactively communicate deadlines, next steps, and expectations

Translate financial information into clear, client-friendly language

Maintain high client confidence and satisfaction

2. Project & Deadline Oversight

Track monthly deliverables (books, reports, tax strategy updates)

Ensure financials are completed by the 15th of each month

Coordinate between:

Outsourced bookkeeping teams

Tax advisors / CFO reviewers

VA or internal admin support

Follow up on missing documents or stalled tasks

3. Systems & Workflow Management

Manage client workflows in TaxDome (tasks, pipelines, notes)

Ensure:

All client communication is logged

Tasks are properly assigned and updated

No client is “lost in the system”

Assist with SOP adherence and continuous improvement

4. Client Retention & Upsell Support

Identify:

Clients who need more support

Clients ready for CFO or advanced tax strategy upgrades

Flag renewal risks early

Support offboarding professionally when needed

Success Metrics (KPIs)

95%+ client satisfaction

On-time financials by the 15th