Client Success & Talent Coordinator - Remote
My CPA Coach is a fast-growing, remote CPA firm specializing in proactive tax strategy. We help business owners keep more of what they earn. We are building an elite, high-performance team and need a Client Success & Talent Coordinator who thrives on communication, ownership, and "clearing the deck" for our experts.
The Mission
You are the People & Systems Engine of My CPA Coach. Your job is to ensure that our clients feel supported, our leads are never ignored, and our talent pipeline is always full. You are the "Integrator" who removes friction so our CPAs can focus on tax and our CEO can focus on growth.
What You’ll Do1. Client Success & Lead Momentum
• The Follow-Up Engine: You will proactively call and text clients to collect the "missing items" our CPAs need to finish their work.
• Lead Recovery: You will call leads who haven't booked an appointment, ensuring our sales team's pipeline stays moving.
• The CEO Shield: You will be the primary point of contact for customer escalations (under 5 per month), resolving issues firmly and professionally before they reach the CEO's desk.
• Client Onboarding: Perform welcome calls for new tax and accounting clients, providing a clear roadmap for their first 30 days.
2. Talent & Employee Success
• Recruiting Ownership: You will own the hiring pipeline—writing ads, screening resumes, and conducting initial interviews so we always have a "bench" of talent ready to go.
• Team Happiness & Training: You will manage the onboarding and ramp-up for new hires, ensuring they have the tools and training to be productive by Day 14.
• HR Support: Partner with our Bookkeeping Manager on benefit administration, state payroll registrations, and HR tasks.
3. Systems & Project Administration
• The "Traffic Controller": Monitor our practice management system (TaxDome) to ensure all jobs hit their deadlines and identify bottlenecks before they become crises.
• SOP Architect: Use AI and internal knowledge to document processes, ensuring every task is repeatable and standardized.
• Operational Health: Monitor billing and collections to ensure we are capturing all revenue and minimizing waste.
Must-Haves
• 3+ Years of High-Volume Experience: In operations, administrative, or customer service roles.
• The "Phone First" Mentality: You aren't afraid to pick up the phone 20+ times a day. You prefer a 2-minute call over a 10-email chain.
• High Agency: You don't wait to be told what to do. You see a "stuck" lead or a broken workflow and you fix it.
• Tech-Savvy: You are confident troubleshooting tools like TaxDome, CRM (High Level), and Zapier in a remote environment.
• Precision Execution: If a document needs a correction, you fix it correctly the first time.
Pay: $60,000.00 - $75,000.00 per year
Work Location: Remote
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The Mission
You are the People & Systems Engine of My CPA Coach. Your job is to ensure that our clients feel supported, our leads are never ignored, and our talent pipeline is always full. You are the "Integrator" who removes friction so our CPAs can focus on tax and our CEO can focus on growth.
What You’ll Do1. Client Success & Lead Momentum
• The Follow-Up Engine: You will proactively call and text clients to collect the "missing items" our CPAs need to finish their work.
• Lead Recovery: You will call leads who haven't booked an appointment, ensuring our sales team's pipeline stays moving.
• The CEO Shield: You will be the primary point of contact for customer escalations (under 5 per month), resolving issues firmly and professionally before they reach the CEO's desk.
• Client Onboarding: Perform welcome calls for new tax and accounting clients, providing a clear roadmap for their first 30 days.
2. Talent & Employee Success
• Recruiting Ownership: You will own the hiring pipeline—writing ads, screening resumes, and conducting initial interviews so we always have a "bench" of talent ready to go.
• Team Happiness & Training: You will manage the onboarding and ramp-up for new hires, ensuring they have the tools and training to be productive by Day 14.
• HR Support: Partner with our Bookkeeping Manager on benefit administration, state payroll registrations, and HR tasks.
3. Systems & Project Administration
• The "Traffic Controller": Monitor our practice management system (TaxDome) to ensure all jobs hit their deadlines and identify bottlenecks before they become crises.
• SOP Architect: Use AI and internal knowledge to document processes, ensuring every task is repeatable and standardized.
• Operational Health: Monitor billing and collections to ensure we are capturing all revenue and minimizing waste.
Must-Haves
• 3+ Years of High-Volume Experience: In operations, administrative, or customer service roles.
• The "Phone First" Mentality: You aren't afraid to pick up the phone 20+ times a day. You prefer a 2-minute call over a 10-email chain.
• High Agency: You don't wait to be told what to do. You see a "stuck" lead or a broken workflow and you fix it.
• Tech-Savvy: You are confident troubleshooting tools like TaxDome, CRM (High Level), and Zapier in a remote environment.
• Precision Execution: If a document needs a correction, you fix it correctly the first time.
Pay: $60,000.00 - $75,000.00 per year
Work Location: Remote
Apply tot his job
Apply To this Job