Customer Success Manager

About Harper & Company:Harper & Company CPAs Plus is not your typical CPA firm. We are passionate about helping entrepreneurs enjoy the journey they are on, and we work closely with them throughout the year to guide them strategically towards their goals.We've all worked for firms with a grueling pace driven from the top down, clients that don't get it, a monotonous office environment, and leaders who manage vs. lead. Not here "” we've broken the mold. Every person in our firm plays a very important role in our bigger vision. We pride ourselves in developing our people and doing meaningful work for great clients. We work hard, but we play hard, have balanced lives, and give back to our community. We leverage technology, ingenuity, and innovative ideas from everyone on our team to create an exceptional Harper & Co. experience for each of our team members and clients.We are seeking a professional, organized, and friendly Client Success Manager to join our firm and provide essential operational and client support. This role is responsible for managing the reception area, greeting clients, coordinating appointments, and assisting with a variety of administrative tasks to help the office operate smoothly and efficiently. This role is also an opportunity for the right candidate to professionally develop into the practice management role for the firm. The ideal candidate is proactive, detail-oriented, and committed to delivering excellent service.Responsibilities:Reception & Client ServicesGreet clients and visitors in a professional and courteous mannerAnswer and direct phone calls promptly and accuratelyManage incoming emails and physical mail; distribute to appropriate staffMaintain a clean, organized, and welcoming reception areaScheduling & CoordinationSchedule client meetings, internal appointments, and conference room bookingsConfirm appointments and send reminders as neededCoordinate calendars and manage availability for partners and managersAdministrative & Operational SupportPrepare and organize client files, engagement letters, and onboarding documentsAssist with scanning, copying, and filing documents (physical and digital)Process incoming tax documents during peak seasons and track their statusMaintain office supplies and order inventory as neededAssist with billing support and follow-up on client payments, as requestedEnsure all prospects are in a follow up process, coordinatingTeam SupportSupport accountants and tax professionals with administrative tasksHelp coordinate firm events, meetings, or client appreciation activitiesAssist with onboarding new clientsHelp identify opportunities for process efficienciesQualificationsHigh school diploma or equivalent (Associates or Bachelors degree preferred)2+ years of experience in a front desk, receptionist, or administrative roleExperience in a professional services or accounting firm is a plusStrong organizational and time management skillsExcellent verbal and written communication abilitiesProficient in Microsoft Office Suite (Word, Excel, Outlook); familiarity with scheduling tools or CRM software a plusProfessional demeanor and customer-focused attitudeAbility to handle sensitive and confidential information with discretionDesire to grow into an operational leadership roleWhat We Offer:Competitive salary and performance-based bonusesFlexible work arrangements and hybrid/remote optionsProfessional development and continuing education supportA collaborative, client-focused work cultureOpportunity to grow within a dynamic and expanding firmTo Apply: Please submit your resume and cover letter to jsmith@.

Created: 2025-05-31