Client Advisor

1-800Accountant

. Serve as the primary point of contact for a portfolio of clients .

Posted 10/5/2026full-timeRemote • United StatesMid-LevelSenior💰 $24 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, service coordination, and effective communication to enhance client satisfaction and retention. Proficient in utilizing CRM tools like Salesforce to track client interactions and service delivery metrics.

Highest-signal resume keywords

Client Relationship ManagementSalesforce ProficiencyService CoordinationSaaS Product UnderstandingExceptional Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client OnboardingService Delivery TrackingTechnical Information ExplanationMultitaskingWorkflow Organization

Soft Skills

Interpersonal SkillsDetail-OrientedProblem-SolvingTime ManagementAdaptability

Tools & Technologies

SalesforceCRM SoftwareAccounting ToolsPayroll SystemsBookkeeping Software

Industry Keywords

Client SatisfactionService EfficiencyTax ServicesAccounting ServicesSMB Environments

About the role

Key responsibilities & impact

Serve as the primary point of contact for a portfolio of clients
Guide clients through their full journey with 1-800Accountant and build trusted, long-term relationships
Coordinate service delivery across bookkeeping, payroll, tax, and advisory teams
Track client milestones, usage, and service delivery progress
Identify client risks, blockers, and confusion points and advocate for resolution
Schedule and prepare internal expert appointments, including CPA and bookkeeper appointments
Guide clients in using the platform and promote adoption of tools and features
Understand clients’ businesses, pain points, and goals and tailor support accordingly
Handle escalated client concerns and coordinate solutions
Recognize evolving client needs and route qualified leads to the Business Needs Analyst team
Maintain accurate Salesforce records for interactions, service progress, engagement health, and outcomes
Support pod efficiency reporting and performance monitoring
Lead or assist with client onboarding and platform training
Identify recurring issues and share actionable insights with Product, Operations, and Leadership
Meet or exceed KPIs related to client satisfaction, service delivery efficiency, milestone attainment, and retention
Perform other duties as assigned

Requirements

What you’ll need

Proven success in a client-facing or account management role
Experience coordinating services across multiple departments or specialties
Understanding of SaaS products, accounting, tax, payroll, or related services is a plus
Experience working in fast-paced SMB environments is strongly preferred
Salesforce or equivalent CRM experience preferred
Bachelor's degree is a plus
Exceptional verbal and written communication
Ability to explain technical or service-specific information in clear, client-friendly terms
Strong interpersonal skills and ability to build long-term, trusted relationships
Organized and detail-oriented with ability to track multiple service workflows
Ability to facilitate smooth handoffs across internal teams
CRM proficiency
Ability to anticipate and resolve client friction points
Excellent time management and multitasking skills
Familiarity with company tools, services, and client workflows
Ability to educate clients on tool usage and maximize platform adoption
Comfort navigating and interpreting bookkeeping, tax, or payroll progress at a high level
Ability to identify service gaps or evolving client needs
Interest in developing a career in tax, accounting, or financial services is highly valued
Must be prepared for increased workload during tax seasons and peak periods
Candidates must be located in AL, AZ, CT, FL, GA, ID, IN, IA, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, or WA

Benefits

Comp & perks

Basic Life Insurance and Long-Term Disability
Optional medical, dental, vision, and disability insurance through United Healthcare
Short-Term Disability
Critical Illness Insurance
Accident Insurance
Flexible/Dependent Care Spending
Health Savings Accounts
Pet Insurance
401K with company match and vesting schedule after 6 months of employment
Paid Time Off (PTO)
Paid sick time
Bereavement leave
Paid company holidays
Work/life balance
Opportunities for internal growth
Flexibility
Access to cutting-edge technology
Fully remote work environment
Overtime eligibility with manager pre-approval