Client Account Manager
客户账户管理员参与：独立承包商，直接雇佣 （完全远程）日程：美国业务时间 （同步）工资：1200美元关于角色 一家快速增长的美国技术支持税务会计公司正在寻找一个客户帐户经理来支持内部账户管理和客户交付操作。你将帮助客户服务和税务团队更快地组税套件，通过电子邮件/Slack 管理登录和分类客户请求。这是一个全职远程工作 （40+小时）,在 VC 支持的，迅速扩展的公司中具有竞争力的薪酬和强大的成长机会。专注于细节和客户，你在高增长的模糊环境中壮成长。你与精度平衡同情感，沟通清楚，管理多项任务，建立清单和系统来提高团队效率。你愿意深入了解客户工作并改善规模流程。响应责任客户交付运营 ·汇编和上传最终税收包，封信和合规文件 ·跟踪提交，维护有组织的交付内容，并遵循 QA 步骤 ·支持实体的工作流 （状态登记/解）客户服务运作 ·向正确的团队请求客户文档和分类问题 ·协调登录步骤，会议和后续过程的改进 · 创建模板，检查列表和文档 · 确定工作流程瓶并建议改善 ·支持票务/客户支持工具和与工程合作以增强客户系统需求 · 35年的 CX,运营，账户管理或白手套客户支持 （美国客户/初创公司优先）· 1年以上会计，金融，银行或税务准备 （或者支持这些行业）·强大的英语能力 (C2+),优秀写作 · 自主，进程导向，高度关注细节，组织 · 舒适不明确，独立，积极。· 熟练掌握谷歌单/Excel,Slack,任务板，人工智能工具；与票行系统的经验 （Pylon 优先）· 本科士学位 （最好是荣誉）优先 ·美国初创业务经验 · 会计，CPA,会计管理或税务准备背景 ·超越 CSAT,SLA 或 QA 目标的记录 福利 ·从家工作 ·培训和发展 原始地发布在喜马拉雅山
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Client Account Manager
Engagement: Independent Contractor, Direct Hire (Fully remote)
Schedule: U.S. Business Hours (synchronous)
Salary: $1200
ABOUT THE ROLE
A fast-growing U.S.-based tech-enabled tax accounting firm is seeking a Client Account Manager to support internal account management and client delivery operations. You’ll help the client service and tax teams move faster—assembling tax packets, managing onboarding, and triaging client requests via email/Slack.
This is a full-time remote role (40+ hours) with competitive pay and strong growth opportunities in a VC-backed, rapidly scaling company.
ABOUT YOU
Detail-oriented and client-focused, you thrive in high-growth, ambiguous environments. You balance empathy with precision, communicate clearly, manage multiple tasks, and build checklists and systems that increase team efficiency. You’re willing to dig into client work while improving processes at scale.
RESPONSIBILITIES
Client Delivery Operations
- Assemble and upload finalized tax packets, cover letters, and compliance documents
- Track submissions, maintain organized deliverables, and follow QA steps
- Support entity workflows (state registrations/dissolutions)
Client Service Operations
- Request client documents and triage questions to the right team
- Coordinate onboarding steps, meetings, and follow-ups
Process Improvement
- Create templates, checklists, and documentation
- Identify workflow bottlenecks and suggest improvements
- Support ticketing/customer support tools and work with engineering to enhance client systems
Requirements
· 3–5 years in CX, operations, account management, or white-glove customer support (U.S. clients/startups preferred)
- 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
- Strong English proficiency (C2+), excellent writing
- Self-starter, process-oriented, detail-focused, and highly organized
- Comfortable with ambiguity, independent, proactive
- Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
- Bachelor’s degree (preferably with honors)
Preferred
- U.S. startup experience
- Accounting, CPA, bookkeeping, or tax prep background
- Track record of exceeding CSAT, SLA, or QA targets
Benefits
- Work From Home
- Training & Development
Originally posted on Himalayas