Client Advisor

Location: Remote in the United States; candidates must be located in AL, AZ, CT, FL, GA, ID, IN, IA, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, or WA. East Coast hours are 9:30 AM–6:30 PM EST and West Coast hours are 12:30 PM–9:30 PM EST. Regular schedules do not include weekends.

Salary: $24–$26 per hour

Company

hirify.global provides technology-enabled tax and accounting services to small-business owners across the United States.

What you will do

• Serve as the primary point of contact for a portfolio of clients and build trusted long-term relationships.
• Coordinate bookkeeping, payroll, tax, and advisory services across internal expert pods.
• Track client milestones, service progress, engagement, satisfaction, and retention metrics.
• Schedule and prepare expert appointments, resolve blockers and escalations, and maintain proactive communication.
• Guide clients through platform onboarding and adoption while identifying opportunities for additional services.
• Maintain accurate Salesforce records and share recurring client issues and improvement insights with Product, Operations, and Leadership.

Requirements

• Proven success in a client-facing or account management role.
• Experience coordinating services across multiple departments or specialties.
• Strong communication, organization, prioritization, problem-solving, and multitasking skills.
• Ability to explain service-specific information clearly and support clients with empathy and urgency.
• Familiarity with accounting, tax, payroll, SaaS products, or related client workflows.
• Ability to work the required East Coast or West Coast schedule from an eligible US state.

Nice to have

• Salesforce or equivalent CRM experience.
• Experience working in a fast-paced small-business environment.
• Bachelor’s degree.
• Interest in developing a career in tax, accounting, or financial services.

Culture & Benefits

• Fully remote work environment with work-life balance and opportunities for internal growth.
• Full-time, non-exempt employment with overtime eligibility subject to manager pre-approval.
• Increased workload may be required during tax seasons and other peak periods.
• Benefits begin on the first day of the month after 60 days of employment.
• Medical, dental, vision, disability, life insurance, HSA, flexible spending, pet insurance, 401(k) with company match, paid time off, sick time, bereavement leave, and paid holidays are available according to eligibility rules.
• Employees use their own computer with Venn secure workspace technology; company equipment is not provided.