Client Success & Integration Manager

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: TYPE OF WORK

Full Time

: SALARY

Depends on Experience

: HOURS PER WEEK

40

: DATE UPDATED

Dec 1, 2025

JOB OVERVIEW

Job Title: Client Success & Integration Manager

Location: Remote (Work-from-home)
Work Hours: Full-time, must be available during U.S. Pacific Time hours
Compensation: Competitive, based on experience

About Us:
We are a U.S.-based accounting and tax firm that is expanding through the acquisition of other accounting practices. Each acquisition brings new clients and processes that must be transitioned into our firm. We are looking for someone who can support both sides of our growth: (1) customer service and onboarding for newly acquired clients, and (2) M&A support, deal coordination, and integration management.

This role combines client communication, organization, and analytical support. You will be the first point of contact for clients joining us through acquisitions and will help our leadership team evaluate and integrate new firms.

Role Overview:
Your primary responsibility is to provide an excellent onboarding and client experience for new clients joining us through acquisitions. You will help them understand who we are, what to expect, what we need from them, and how to get started with our services.

You will also support our M&A activities by helping identify potential firms to acquire, gathering information from sellers, coordinating due diligence tasks, preparing summaries, and ensuring smooth integration once a deal closes.

Key Responsibilities:

Client Success & Onboarding
- Serve as the main point of contact for clients joining us through an acquisition
- Welcome clients, explain next steps, and guide them through onboarding
- Send instructions, follow up for required documents, and answer questions
- Clearly explain our services, processes, and communication methods
- Respond professionally via email, Zoom, and phone
- Track onboarding progress and ensure no client is left behind

M&A Support
- Assist in identifying accounting firms that may be good acquisition targets
- Reach out to firm owners and track conversations and responses
- Collect financial statements, client lists, pricing information, and other data
- Summarize information for internal review
- Help compare seller information to our service offerings and pricing
- Prepare checklists, notes, and materials related to due diligence
- Track timelines and tasks from initial outreach through closing

Integration Management
- Maintain onboarding checklists and transition plans
- Assist in organizing and migrating client information into our systems
- Prepare communication templates, FAQs, and client orientation materials
- Support new clients as they adopt our processes
- Help monitor post-acquisition satisfaction and escalate issues when needed

Qualifications:

Required
- Excellent English communication skills (spoken and written)
- Strong customer service or client success experience
- Confident speaking with business owners and professionals
- Organized, detail-oriented, and able to manage multiple deadlines
- Familiar with online tools and adaptable to learning new systems

Preferred
- Experience in accounting, finance, or professional services
- Experience with client onboarding, project coordination, or M&A support
- Familiarity with CRMs, Google Workspace, and similar systems
- Experience working with U.S.-based clients

What We Are Looking For:
We want someone who enjoys helping people, can analyze information and present clear summaries, communicates well, adapts to changes, and takes pride in accurate work. You should be comfortable with both client interaction and structured tasks that support the acquisition process.

Why This Role Matters:
Acquisitions only succeed when clients stay. You will ensure that new clients feel supported, transitions are organized, and communication is clear. Your work will directly impact our growth and long-term success.

How to Apply:
Please submit the following:
1. An application here: ----------
2. A short video (1-3 minutes) introducing yourself and explaining why you are interested in this role

Applications without a video will not be considered.

SKILL REQUIREMENT

English Speaking Attention to Detail Customer Relationship Management

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Client Success & Integration Manager

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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