Client Onboarding & Service Manager

Job Description

Responsibilities

1. Client Onboarding (Primary Responsibility)

• Conduct onboarding virtual meetings with new clients.
  
• Clearly explain the service scope, timelines, and client responsibilities.
  
• Guide clients on document submission workflows and software tools.
  
• Coordinate internally with the production team for smooth onboarding hand offs.
  

2. Client Relationship Management

• Act as the primary point of contact for assigned clients.
  
• Respond to client emails and queries within defined SLAs.
  
• Follow up for missing documents and key information.
  
• Escalate complex accounting or tax issues to internal CPAs/leads.
  

3. Coordination & Support

• Coordinate seamlessly between clients, the India production team, and US CPAs.
  
• Organize and manage client documents for tax and accounting preparation.
  

? Ideal Candidate Profile

• Education: Graduate degree required (MBA in Finance or related field would be added advantage).
  
• Experience: 2–5 years of direct client-facing experience (US client exposure is a strong plus).
  

? Key Skills Required

• Communication: Exceptional spoken and written English; ability to present financial details. Candidates with an American or neutral accent are preferred.
  
• Client Handling: High empathy, active listening, responsive follow-up skills, customer-centric approach, and coordination skills.
  
• Basic Accounting Knowledge: Core understanding of Profit & Loss statements, Balance Sheets, and basic tax concepts.
  

? Compensation

• ₹35,000 – ₹45,000 per month
  
• Higher compensation for candidates with strong communication and US client experience
  

? Growth Opportunity

• Client Success Manager (US-facing)
  
• Account Manager
  
• Client Advisory Support Leader
  

? Why Join Us

• Work directly with US-based business clients.
  
• Exposure to accounting and tax workflows.
  
• High-growth environment with leadership opportunities.
  
• Structured systems and collaborative culture.
  

? How to Apply

Interested candidates should apply with:

Updated resume

A short introduction summarizing your direct client interaction experience

Hiring Process:

Communication Assessment

Email Writing Test

Mock Client Onboarding Scenario

Note: This role requires exceptional English communication skills, strong accountability, and a full commitment to US night shift hours.

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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