About this role

Act as the main point of contact for client inquiries via phone, email, and chat, providing timely and professional responses.
Handle client concerns with care and urgency, ensuring swift resolution of issues.
Lead clients through a seamless onboarding process, guiding them on how to use our online tools and keeping them informed every step of the way.
Facilitate and prepare proposals for both new and existing clients, manage renewals, and follow up on outstanding client requests or potential upsell opportunities.
Audit service processes to ensure adherence to best practices and drive improvements where gaps are identified.
Work closely with internal teams to ensure client expectations are met and exceeded.

Advanced level of English & Spanish
Prior experience in customer service or customer success roles is a must.
Bachelor’s degree in Administration, Finance, Accounting, or related field.
Prior client-facing experience in accounting, tax, finance, or consulting firms, with familiarity in financial statements, accounting reports, or tax documents is a plus.
Prior experience using HubSpot is a plus
Intermediate Google Apps & Microsoft Office skills (Outlook, Word, Excel, and PowerPoint)

Client Success Specialist

Key skills