Client Success & Administrative Coordinator
New
A
Assist WorldTax & Accounting
Philippines, South AfricaPart-TimeMiddle
SalaryUSD 540 - 750 / year
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Job Details
- Experience
- 3–4 years
- Required Skills
- Customer serviceAccountingBookkeepingQuickBooksCRM
Requirements
- Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role.
- Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment.
- Basic understanding of tax preparation, accounting principles, and bookkeeping concepts.
- Proficiency in Microsoft Outlook, Microsoft Teams, and Microsoft 365 Suite.
- Experience working with CRM systems.
- Ability to learn QuickBooks quickly if not already experienced.
- Strong verbal and written communication skills.
- Proven experience handling client calls and customer service interactions.
- Experience with TaxDome or similar accounting CRMs is preferred.
- Client onboarding and lead qualification experience preferred.
Responsibilities
- Serve as the first point of contact for clients via phone, email, CRM, and client portals.
- Conduct discovery calls with prospective clients to identify needs and determine appropriate services.
- Manage client onboarding processes, CRM updates, and internal documentation.
- Conduct warm outreach to existing leads and re-engage inactive clients.
- Assist with client invoicing and follow-ups on unpaid invoices using QuickBooks.
- Support operational improvements and administrative projects.
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