Client Success And Administrative Coordinator (Accounting)

TL;DR

Client Success and Administrative Coordinator (Accounting): Managing client communications, discovery calls, and administrative workflows for a growing tax and accounting firm with an accent on client relationship management and lead qualification. Focus on providing empathetic support, maintaining CRM accuracy, and assisting with onboarding and billing processes within an EST-aligned schedule.

Location: Must be based in South Africa or the Philippines and available to work Eastern Standard Time (EST) hours.

Company

hirify.global is a service provider supporting professional firms with virtual assistant and administrative coordination needs.

What you will do

• Serve as the primary point of contact for clients via phone, email, and CRM portals.
• Conduct discovery calls to qualify leads and determine appropriate accounting or tax services.
• Coordinate client onboarding processes and maintain detailed records in the CRM.
• Assist with client invoicing through QuickBooks and track outstanding payments.
• Support administrative projects, SOP documentation, and operational improvements.
• Perform warm outreach to existing leads and re-engage inactive clients.

Requirements

• Must be based in South Africa or the Philippines.
• Must be available to work Eastern Standard Time (EST).
• 3–4 years of experience in administrative, client services, or customer success roles.
• Professional experience within an accounting, bookkeeping, or tax firm.
• Basic understanding of tax preparation, accounting principles, and financial operations.
• Proficiency in Microsoft 365 Suite and CRM systems.

Nice to have

• Experience with TaxDome or similar accounting-specific CRMs.
• Prior experience in client onboarding and lead qualification.
• Experience supporting professional service firms.

Culture & Benefits

• Remote work environment.
• Part-time schedule (approx. 28 hours/week) with potential to increase to full-time during tax season.
• Opportunity to work with a growing firm and contribute to operational expansion.