Client Success & Outreach Specialist

Position Summary

This remote role combines client experience operations, CRM management, and active community outreach for a US tax consulting firm. You will be the primary bridge between the firm, its active clients, and prospective leads.

You will manage the full client lifecycle, oversee internal administrative pipelines, and drive lead generation through outbound calls, personalised direct messages, and engagement across social platforms and online groups.

Schedule: Part-time, Eastern Time hours

Key Responsibilities

Client Lifecycle & CRM Administration

• Lead client intake and onboarding, ensuring service agreements are signed and client portals activated.
• Act as CRM administrator: build, update, and monitor automated workflows and project pipelines.
• Monitor the client portal daily to acknowledge, organise, and process incoming files for the technical team.
• Draft and file Power of Attorney forms, handle compliance documentation, and process agreement renewals.
• Execute offboarding protocols including file archiving and disengagement communications.
• Maintain internal wiki pages and standard operating procedures.

Outreach & Community Engagement

• Conduct targeted, personalised outreach to prospective clients and collaborators.
• Manage inbound inquiries, make outbound sales calls, and convert conversations into booked consultations.
• Participate in relevant online communities to answer questions and build brand awareness.
• Respond to comments and messages in the brand voice to nurture leads toward booking.
• Help plan and promote digital events, webinars, and client appreciation initiatives.

Financial & Administrative Operations

• Generate client invoices, process payments, and track accounts receivable.
• Manage digital correspondence, client emails, and virtual phone inquiries.
• Prepare agendas for and lead weekly internal huddles.

Tax Operations Support

• E-file personal and business tax returns and extensions, tracking status.
• Upload finalised returns to the client portal and address e-file rejections.
• Train internal team members on sending document signature requests.

Critical Boundaries

• No tax advice. You will not give tax advice in messages, comments, or calls under any circumstances. Substantive tax questions receive a warm reply and a booking link, or are escalated internally.
• No mass outreach. Volume is not the goal. All outreach must be personalised to avoid account flags or bans.

Qualifications & Requirements

• 2+ years in client services, remote operations, or administrative roles.
• Hands-on experience with TaxDome or a similar complex CRM/workflow tool.
• Proven track record in direct sales, personalised outreach, and online community engagement.
• High attention to detail for handling contracts, legal forms, billing, and tax filings.
• A reliable paid VPN and stable high-speed internet connection for secure platform access.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer:

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