Accounting Client Experience Manager

Client Experience Manager

Part-Time • 10 hrs/week • Fully Remote • Contractor-to-Employee

$45-65/hour

Application Note:

When you apply, please share a brief story in your "why me" section about a time you caught something before it became a problem for a client. Include the phrase “one small detail” somewhere in your response.

Seeking an accounting professional who is as client-obsessed as they are detail- oriented — someone who catches things before they become problems, takes ownership, and genuinely loves being the person clients trust most with their business finances. As the Client

Experience Manager, you will own client relationships from onboarding through ongoing monthly closes and ad hoc projects, bringing both accounting depth and a real passion for client experience to everything you do.

Does This Sound Familiar?

• You’re the person who catches the error everyone else missed — and you catch it before it becomes anyone’s problem.
• You’ve always been the one people come to when something needs to get done right.
• You love the idea of owning a portfolio of clients and treating each one like they’re your most important account.
• You’ve maybe dreamed of running your own bookkeeping firm, but you don’t love the marketing side of things — you just want to do great work.
• Systems, processes, and tech tools genuinely excite you. When you find a smarter way to do something, you can’t wait to implement it.
• You’re energized by the idea of working at the intersection of accounting, client experience, and operations — and you’d love to be part of building something great.
• The idea of AI-powered workflows doesn’t intimidate you — it excites you.

The Position

• You’ll work fully remotely with a flexible schedule, we just ask that you make yourself for client calls that are scheduled in advance.
• We’re tech-forward and always looking to improve how we do things — your ideas will be heard and implemented.
• This role grows with you — starting as a contractor and transitioning to a part-time employee for the right fit, with great perks along the way.

Responsibilities

Serve as the primary point of contact for client accounts, owning the relationship from onboarding through ongoing monthly closes and ad hoc projects.

Onboarding

• Guide new clients through onboarding, setting clear expectations and building trust from day one
• Conduct diagnostic reviews as part of both the sales and onboarding process, ensuring accuracy and completeness
• Project manage the onboarding process from start to finish

Monthly Closes & Ancillary Services

• Manage monthly closes — assigning tasks to bookkeepers, reviewing their work, and making sure nothing slips through the cracks
• Oversee and quality-check accounts receivable and accounts payable workflows
• Handle payroll for applicable client accounts
• Meet with clients as needed to review financials, address questions, and provide proactive guidance

Operations

• Collaborate with the owner to build efficient, tech-forward processes that drive accuracy across all client accounts

Qualifications

• 5+ years of accounting experience, ideally in a client-facing or multi-client environment
• QuickBooks Online ProAdvisor certification
• Associate’s degree required (accounting, finance, business, or related field preferred)
• A genuine obsession with client experience
• The accounting chops to review bookkeeper work with confidence and catch errors independently
• Strong project management instincts, you track details and follow through
• An ownership mentality, your accounts are your accounts and you treat them that way
• Clear, warm communication skills, both written and verbal
• Self-directed and operationally sharp
• Experience with Gusto for payroll processing
• Responsive and reliable
• Available to meet with clients during regular Central Time business hours

Nice to Have

• Experience working with Double (formerly known as Keeper)
• Advisory experience where you’ve helped clients interpret their numbers and make better financial decisions based on what the data shows
• Background working with service-based businesses, particularly in creative or marketing industries

Position Type

• Hourly contractor for the first 90 days, transitioning to part-time hourly employee for the right fit.
• Approximately 10 hours per week, the right candidate must have availability to meet with clients during regular Central Time business hours.
• $45–$65/hour, depending on experience.
• Be part of a growing, tech-forward firm that values your input

Benefits Upon Becoming an Employee

• Wi-Fi reimbursement
• Paid time off (PTO)
• Workspace improvement reimbursement

Application Process

1. Submit your application

2. If selected, complete a short screening survey

3. Interview with the owner

4. QuickBooks Online based skill assessment

5. Offer