Client Success Manager
$60,000–$70,000 year
On-siteReno, Nevada, United States
Job Summary
Own the client experience from initial engagement through completion, serving as the primary point of contact for routine questions and resolving portal-access, missing-document, and e-signature issues before they reach Principals. Manage new-client onboarding from intake to handoff, including engagement letter issuance, document collection, and project setup in CCH Axcess Workflow. Monitor project status daily to identify stalled, overdue, or at-risk engagements, then escalate concerns with clear explanations and required next actions to responsible Managers. Maintain accurate project due dates, assignments, milestones, and statuses while distributing weekly deadline reports to leadership. Respond to client communications within one business day and proactively update clients on timing changes or outstanding information. Work standard business hours with extended hours expected during peak tax seasons in mid-January through April and mid-August through October.
Required Qualifications
- Two or more years of experience in client service, account management, project coordination, professional services, or a similar role
- Strong written and verbal communication skills
- Demonstrated ability to manage a large number of open items simultaneously and follow them through completion without repeated reminders
- Strong organizational skills and attention to detail
- Comfort working every day in practice-management, workflow, CRM, and document-management systems
- Working proficiency with Excel and Outlook
- Ability to handle confidential client financial information and consistently follow firm data-security requirements
- Confidence communicating with senior professionals and raising concerns when deadlines, client service, or workflow are at risk
- Ability to remain organized and responsive during periods of high volume and competing deadlines
- In-office position based in Reno, Nevada
- Extended hours are expected during peak seasons, generally mid-January through April 15 and mid-August through October 15
- Occasional travel between firm locations may be required
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.