Client Onboarding

Job Title: Client Success Liaison – Client Referral ProgramLocation: Remote (U.S.)

Schedule: Monday – Friday, 8:00 AM – 5:00 PM CST

About the Role

We are seeking a warm, engaging, and detail-oriented Client Success Liaison to support participants in a Client Referral Program. This role focuses on helping tax preparers who are transitioning clients as they downsize or retire. The ideal candidate is customer-focused, organized, and comfortable guiding clients through structured processes while maintaining strong relationships.

Key Responsibilities

• Make outbound calls to tax preparers, welcoming them to the program and ensuring a positive onboarding experience.
• Provide clear guidance on the process for uploading client information, including scheduling dedicated support sessions and setting expectations for timelines and requirements.
• Serve as a helpful resource to ensure clients adhere to program guidelines and deadlines.
• Send welcome materials and swag packages to reinforce the customer relationship.
• Act as the main point of contact post-sale, providing encouragement and clarity while resolving delays with data uploads.
• Manage client interactions and progress tracking using Salesforce and Quickbase.
• Handle a mix of 80% outbound and 20% inbound communication with clients.

Qualifications

• Previous experience in a customer-facing liaison, client success, or sales support role.
• Strong interpersonal and communication skills, with the ability to set clear expectations while maintaining a positive, empathetic tone.
• Comfortable working with CRM systems (Salesforce, Quickbase experience preferred).
• Organized and detail-oriented, with the ability to track progress and ensure deadlines are met.
• Ability to work independently in a remote environment while remaining highly engaged and proactive.

Incentives

• Eligible for monthly performance-based incentives (details to be finalized).
• Opportunity for career growth, with potential transition into a Sales role.

Interview Process

• 30-minute interview, including a brief “About Me” presentation (5 minutes) and situational Q&A (25 minutes).