Client Success Manager for Bookkeeping Firm

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: TYPE OF WORK

Part Time

: SALARY

700

: HOURS PER WEEK

25

: DATE UPDATED

Jul 28, 2026

JOB OVERVIEW

Part-Time Account Manager (Virtual Assistant) — Bookkeeping Firm

**Company:** Better Bookkeeping
**Schedule:** Monday–Friday, 8:00 AM – 2:00 PM
**Type:** Part-Time, Remote

About Us
Better Bookkeeping helps HVAC companies get clear, accurate financials so owners can make smarter decisions and grow profitably. We're looking for a client-facing Account Manager to be the main point of contact for our clients and to keep our internal team accountable and on track.

About the Role
This is a **client-facing** role that blends account management, light client accounting support, and internal team oversight. You'll be the face and voice of our firm to clients — answering their questions, keeping them updated, and making sure the bookkeeping work behind the scenes is accurate, on time, and correctly done.

## Responsibilities
- Respond to client emails promptly and professionally
- Answer incoming office phone calls
- Take client calls as needed/requested
- Conduct monthly client check-ins via phone, email, and Slack
- Manage and review bookkeepers' work to ensure accuracy, timeliness, and correctness
- Manage our ClickUp project management system — ensure tasks are being completed, deadlines are met, and communicate with the team to keep projects moving
- Serve as the primary relationship point for clients, building trust and ensuring a great client experience

Requirements
- **Excellent written and spoken English** (non-negotiable — this is a client-facing role)
- **Bookkeeping experience required** — must be able to speak knowledgeably with clients about their books and accurately review bookkeepers' work
- Strong organizational skills and comfort managing multiple clients/tasks at once
- Experience with (or ability to quickly learn) ClickUp
- Reliable, professional phone and email manner
- Self-starter who can manage a team's workflow without heavy oversight

Nice to Have
- Prior experience in a bookkeeping or accounting firm in a client/account management capacity
- Familiarity with QuickBooks Online or similar accounting software
- Experience working with US-based small business clients
- 5 yrs experience in bookkeeping and client facing role

Hours & Compensation
Monday–Friday, 8:00 AM–2:00 PM (part-time). Compensation based on experience.

---
How to Apply

Please submit the following:

Your resume (PDF)
At least 2 professional references
A voice recording (2–3 minutes) introducing yourself and explaining why you would be a great fit for this position
Your expected monthly salary (USD)
Your internet speed test results
Your availability in U.S. time zones
Please answer ALL of the following questions in your application:
Tell us about your bookkeeping experience.
How many years have you used QuickBooks Online?
Have you worked with U.S.-based businesses? If so, what industries?
Have you worked directly with clients by email or Slack? Describe your experience.
Are you available to work during U.S. business hours? Please specify your working hours.
Describe the largest bookkeeping cleanup project you've completed.
What bookkeeping software and business tools are you proficient with?
What is 7 + 3?
Why are you looking for a new opportunity?
Why do you believe you'd be a great fit for Better Bookkeeping?

Applications that do not include all requested items—including the voice recording and answers to all 10 questions—will not be considered.

SKILL REQUIREMENT

English Speaking Client Relationship Management Online Bookkeeping

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Client Success Manager for Bookkeeping Firm

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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