Paired is hiring a Client Support Specialist to join our team supporting a U.S. tax advisory firm. In this role, you will deliver white glove service to high-net-worth clients, ensuring seamless communication and project execution in a fast-paced professional services environment.
What You'll Do
- Deliver white glove service by managing client communications across email, phone, text, Slack, and CRM systems.
- Support client onboarding, conducting welcome calls, setting up portals, and coordinating information gathering.
- Track and manage ongoing projects like tax preparation and entity setup, ensuring deadlines are met.
- Maintain CRM systems with accurate notes, updates, and task assignments for Tax Professionals.
- Schedule meetings and calls, coordinate quarterly client reviews, and provide sales and event support.
- Develop and refine systems and processes to improve team efficiency and client satisfaction.
- Proactively identify and escalate issues to ensure client needs are met without delay.
What We're Looking For
- 1–3 years of experience in client service, customer success, or operations roles with U.S.-based clients.
- Excellent spoken and written English communication skills.
- Proven ability to manage multiple projects, deadlines, and client communications simultaneously.
- High level of organization, attention to detail, and follow-through.
- Comfortable with technology and remote work tools like Slack, CRMs, Google Workspace, Zoom, and workflow platforms.
- Demonstrated integrity, professionalism, and a strong client orientation.
Nice to Have
- Experience with high-value clients in tax, financial, or professional services.
- Background in tax, accounting, legal, or financial services environments.
- Familiarity with Canopy, Sales Automator, or similar CRM and project management platforms.
- Experience supporting events, sales initiatives, or client-facing programs.
Technical Stack
- Canopy
- Sales Automator
- Slack
- Google Workspace
- Zoom
Work Mode
This is a global, remote position.
Paired provides great jobs to gifted people, regardless of location.
