Assist World logo
Assist World

Helping businesses save on labor costs by hiring top talent overseas

Client Success and Administrative Coordinator

Administrative AssistantAdministrative AssistantPart TimeRemoteSeniorTeam 51-200Since 2022H1B No SponsorCompany SiteLinkedIn

Location

South Africa

Posted

2 days ago

Salary

$540 - $750 / month

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Success and Administrative Coordinator

Assist World

• Serve as the first point of contact for clients via phone, email, CRM, and client portals. • Manage inbound and outbound client communications. • Respond to client inquiries professionally and promptly. • Provide excellent customer service while demonstrating empathy, patience, and professionalism. • Follow up with clients regarding outstanding requests, documentation, and open invoices. • Conduct discovery calls with prospective clients. • Identify client needs and determine appropriate services. • Answer basic accounting and tax-related questions. • Qualify leads and schedule strategy sessions when appropriate. • Maintain detailed notes and records within the CRM. • Coordinate client onboarding processes. • Update and maintain CRM records. • Assist with documentation, workflows, and standard operating procedures (SOPs). • Support administrative projects and operational improvements. • Help implement updates related to the firm's expansion into North Carolina. • Conduct warm outreach to existing leads and prospects already within the firm's ecosystem. • Follow up on inquiries generated through marketing channels and social media funnels. • Re-engage inactive leads and clients. • Support client retention and relationship-building initiatives. • Assist with client invoicing through QuickBooks. • Provide basic client reports upon request. • Track and follow up on unpaid invoices.

Job Requirements

  • Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role.
  • Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment.
  • Basic understanding of:
  • Tax preparation
  • Accounting principles
  • Bookkeeping concepts
  • Small business financial operations
  • Strong verbal and written communication skills.
  • Experience handling client calls and customer service interactions.
  • Technical Skills
  • Microsoft Outlook
  • Microsoft Teams
  • Microsoft 365 Suite
  • CRM systems
  • QuickBooks (or willingness to learn quickly)
  • Preferred Experience
  • Experience with tax or accounting firm CRMs (TaxDome or similar platforms).
  • Client onboarding experience.
  • Lead qualification and discovery call experience.
  • Experience supporting professional service firms.

Benefits

  • 100% REMOTE
  • $50 birthday bonus
  • $200 testimonial bonus
  • $500 entry monthly raffle
  • NO TRACKER. NO PROBLEM

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Full TimeHybridTeam 10,001+Since 1933H1B Sponsor

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