Client Success Specialist

**Client Success \& Operations Coordinator** Tax, Bookkeeping \& Business Services Firm Organized. Professional. Responsive. Growth\-Minded. **Location: Austin Area (Remote with On\-Demand On\-Site Work in Round Rock)** Compensation: $20–$25 per Hour Based on Experience Are you someone who thrives on organization, communication, and helping people feel supported? Do you enjoy managing moving parts, solving problems, keeping workflows on track, and delivering an exceptional client experience? We are a growing tax, bookkeeping, and business services firm seeking a highly organized, professional, and proactive Client Success \& Operations Coordinator to join our team. This role plays a major part in the day\-to\-day success of the business by supporting client communication, onboarding, scheduling, workflow coordination, operations, and lead management. The ideal candidate is dependable, detail\-oriented, tech\-savvy, and confident communicating with clients in a fast\-paced professional environment. This is not simply an administrative assistant position — this is a client experience and operational support role that directly impacts the growth, organization, and success of the firm. This is primarily a remote position for candidates located in the Austin area, with occasional on\-demand, on\-site meetings, work sessions, errands, or operational support needed in the Round Rock area. Primary Responsibilities Client Communication \& Administrative Support * Answer inbound phone calls and respond to client inquiries in a professional and timely manner * Serve as a primary point of contact for client communication and administrative support * Manage scheduling, consultation booking, calendar coordination, and appointment confirmations * Send reminders for meetings, deadlines, document requests, onboarding tasks, and client follow\-up * Monitor inboxes, voicemail, and client communications to ensure timely responses and follow\-through * Route client questions and requests appropriately to internal team members when needed * Maintain professionalism, confidentiality, organization, and strong attention to detail in all client interactions Lead Management \& Client Intake * Respond to website inquiries and follow up with new leads daily * Maintain timely lead follow\-up and track lead status to ensure no inquiries are missed * Qualify inbound leads and gather preliminary information regarding client service needs * Confidently communicate firm services, pricing structure, onboarding processes, and next steps to prospective clients * Convert and onboard standard tax preparation clients directly when appropriate * Schedule discovery calls and consultations for higher\-level tax preparation, bookkeeping, and tax planning opportunities * Maintain consistent follow\-up with prospective clients to improve conversion rates and reduce lost leads * Track lead pipeline activity, consultation status, and prospect follow\-up within the CRM system *