Client Success Manager

Client Success & Workflow Manager
Be the bridge between clients, technology, and global teams.

Do you dream about helping a start-up grow up?

Do you love the details of a clean set of books as much as you love the energy of a client call?

Are you the kind of person who can spot a QBO reconciliation issue, hop on a Zoom with a client to walk them through it, and still have time to build the SOP that prevents it from happening again?

Do you believe that clear communication is the path to scalability and client satisfaction?

Do you love working with people from different cultures and finding ways to improve collaboration across the globe?

If this sounds like you, keep reading—because this role could be the perfect fit.

Here’s What We Need and Expect

We’re looking for a Client Success Manager/Accounting Project Manager) to join our team at Reconciled Solutions a fast-growing small business accounting and strategy consulting firm. This is a client-facing, operations-driven role focused on project management, workflow integrity, onboarding execution, and supporting our bookkeeping team and a few select bookkeeping clients.

You’ll be the bridge between clients, bookkeepers, POD Leaders, and our Accounting Manager, ensuring smooth onboarding, resolving technical issues, and maintaining the systems that keep our accounting department running efficiently. You’ll also work closely with our talented offshore accounting team in India (currently 9 members across 2 pods), supporting them when hurdles arise and improving communication across cultures.

Core Responsibilities

• Support for client onboarding sessions, bookkeeping check-ins, and escalation calls.
• Troubleshoot integration/sync issues (QBO, Gusto, Bill.com, Relay, Shopify, Zoho, Clio, etc.).
• Manage open items, follow-ups, and communication between clients and bookkeepers.
• Maintain workflow integrity in ClickUp and ensure SOP compliance.
• Create and update SOPs for processes, app integrations, and recurring tasks.
• Support process improvements and adoption of automation/AI tools.
• Coordinate cleanup, migration, and integration projects.
• Communicate regularly with our offshore accounting team and help resolve workflow challenges.

Required Education, Skills, and Experience

• USA-based with excellent English communication skills.
• Senior-level accounting knowledge (enough to produce monthly books).
• Experience with QuickBooks Online and common small business accounting apps.
• Experience in ClickUp software
• Expert in Microsoft suite: Outlook, Sharepoint, One Drive, Excel, Word
• Strong organizational and project management skills.
• Comfortable with client-facing meetings for troubleshooting and sync issues and minor questions.
• Tech-savvy with interest in automation and workflow improvement.
• Highly proactive, solution-oriented, and detail-focused.
• Ability to work collaboratively with global teams and foster clear communication.

Here’s What’s In It for You

• Job Type: Start at 20-30 hours per week with the ability to grow to full-time if you choose.
• Pay Range: $22–$33/hour
• Bonus Opportunities: Year-end discretionary bonus pool
• Benefits:
  • Flexible schedule
  • Remote, work from home
  • Up to 11 holidays
  • 401k
• Schedule: Monday–Friday, remote work with flexible hours (core availability between 6:00 AM – 5:00 PM CT to accommodate clients and offshore team). Most typical would be 2 full days per week or 5 days per week, 4 hours per day from 8 AM-Noon or similar
• Culture: A supportive, growth-oriented environment where your ideas matter.
  
  Here’s what our team says:
  • “It’s the most organized and efficient company I’ve ever worked for. I feel fully supported and love the flexibility.” – Bobbie, Controller
  • “Angie gives lots of opportunities to learn and grow professionally. She respects work-life balance, and the team works hard to support each other.” – Kitty, Business Development

Ready to help small businesses thrive and be part of something bigger? Apply today and join a team that values clarity, collaboration, and growth.

Watch Angie’s video above and email Marta Costa at Ops@reconciledsolutions.net. Please include in your email a message about why you’re excited to work with us, your resume, and a custom cover letter that specifies why this job looks like a fit for you.