Client Success / Account Manager (Client-Facing)
Application link at the bottom of the page
At Bookkeep & Prosper, we believe in the Golden Rule, Continuous Improvement, and Work-Life Balance. We seek to provide an exceptional experience for our clients by pairing easy-to-use systems that leverage modern technology with positive long-lasting relationships.
We’re looking for a remote bookkeeping team member for a long-term remote position to start on a contractor basis. This position will start at 8 to 15 hours per week with the potential to grow to 20+ hours per week.
Role Overview
We are seeking an organized, empathetic Client Success / Account Manager to serve as the primary relationship owner for our small business clients. You will be the bridge between our clients and our production team, running monthly review meetings, guiding clients through onboarding, ensuring deadlines are met, and translating financial reports into clear, actionable insights. While you don’t need to be a CPA, you must speak "basic accounting" fluently and thrive on delivering an exceptional client experience.
Key Responsibilities
Qualifications
What we value:
Who we are:
The Perks, Performance, and the Pay:
We’re looking for a remote bookkeeping team member for a long-term remote position to start on a contractor basis. This position will start at 8 to 15 hours per week with the potential to grow to 20+ hours per week.
Role Overview
We are seeking an organized, empathetic Client Success / Account Manager to serve as the primary relationship owner for our small business clients. You will be the bridge between our clients and our production team, running monthly review meetings, guiding clients through onboarding, ensuring deadlines are met, and translating financial reports into clear, actionable insights. While you don’t need to be a CPA, you must speak "basic accounting" fluently and thrive on delivering an exceptional client experience.
Key Responsibilities
- Relationship Management: Act as the primary point of contact for an assigned portfolio of clients; lead monthly/quarterly financial review calls.
- Client Onboarding & Retention: Guide new clients through our setup workflow, set expectations, and proactively monitor account health to ensure high retention.
- Information & Request Collection: Coordinate with clients to gather missing statements, receipts, payroll records, and clarifications needed by the bookkeeping team.
- Workflow Coordination: Work with internal team members to ensure monthly closes stay on schedule and deliverables are sent on time.
Qualifications
- 2+ years of experience in client account management, client success, or project management (preferably in professional services, accounting, or SaaS).
- Strong working knowledge of general business finance and accounting terms (profit & loss, balance sheets, cash flow).
- Excellent verbal and written communication skills with a polished, consultative demeanor.
- Proficiency with modern cloud accounting platforms (QuickBooks Online, Xero) and task management tools (Double, ClickUp, Karbon).
What we value:
- Accuracy and Speed - We strive to give our clients timely responses to their questions and accurate information to allow them to grow their business.
- Continuous Improvement - Processes, Productivity, and Personal Development. We encourage and expect a never-ending quest to continually make ourselves and our operations better. Applicants must be able to accept constructive criticism as processes are always evolving and can be improved.
- Family - We're a family-owned business and family time is one of our highest priorities.
- Attention To Detail - We want someone who prides themselves on making sure our services remain top-notch. We value Attention to Detail so much, that we have a secret for you. We will only be giving interviews to applicants who answer this question in the “Additional Comments” section: “Are you a Trekkie or a Star Wars fan?” so we know you read the full job description and that you value detail. Make sure you use either the words “Star Wars” or “Trekkie” in your answer. That’s our way of weeding out all the people who blanket send their resumes to hundreds of jobs from the people who really want THIS job (that’s you!).
- Honesty & Integrity - Our clients give us visibility into their financial situation, which feels very private to them. Trust between our team and our clients is paramount.
- Flexibility and a willingness to learn new things - We are a fast-growing company with a variety of ever-evolving needs.
Who we are:
- A small team who truly want to help our clients grow and operate their own successful businesses.
- We work hard but make sure we have time for our friends & families.
- We are ever growing in skills and experience.
The Perks, Performance, and the Pay:
- This position starts at $20-23/hr.
- This position will start with 8-15 hrs/week, but has the opportunity to grow to 20-25 hrs/week.
- This position provides a flexible schedule.