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Client Success & Support Manager

Remote, USA Full-time Posted 2025-05-21

Job Description

Growing Finance & Accounting Outsourcing firm that is related to a Top 150 CPA firm is looking to add to its customer success and support team in Hyderabad, India. The firm serves 100s of clients across the USA with a proven model of USA and India-based accounting service delivery teams.

Role: Client Support and Success (Mostly in-office with some remote)

  • Client onboarding & transition
  • Training and education of clients on MDK processes & systems
  • Collaboration with internal team and external clients
  • Project and task management

Most of the following needed to be successful in the role:

  • Problem solvers/outside-the-box thinkers
  • Love talking to people & comfortable/personable on the phone / video calls
  • Keen task manager and pushing for proactive responses to clients
  • Highly organized & thriving in challenging situations
  • Like to source feedback and act on comments from clients
  • Not afraid to engage in circumstances outside of comfort zone
  • Solving clients' challenges, including issue resolution, answering questions, helping clients, educating clients regarding MDK systems and processes
  • Client satisfaction is the core of day to day activity
  • Build rapport, establish trust, and engage timely with clients
  • Like multi-task, multi-client, multi-team and remote work
  • Build knowledge information that helps in reduction of same client queries
  • Manage tasks and be responsive to client queries timely

Ideal Candidate:

  • High School or Bachelor’s degree in Arts / Communication
  • Minimum 3 years of customer support and customer success experience in a service or technology industry related to finance & accounting
  • Well versed in emailing, messaging, written communication & collaboration with clients
  • Experienced in working with remote teams
  • Excellent communication skills, both oral and written
  • Very good with Microsoft products – MS Word, MS Excel, Email and more
  • Nice if you have worked in a USA + India based company(s)
  • Nice to have: Very basic general information about US Accounting or US Tax

Job Type: Full-time

Pay: ?300,000.00 - ?720,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Apply!

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