Client Success Specialist -
Client Success Specialist -
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Job Description
Job Title: Client Success Specialist (Tax & Bookkeeping)
Location: Remote (UTC2 Eastern Europe & South Africa business hours)
Salary Range: up to 2500 USD
Work Schedule: Monday Friday Must be available to work 9:00 AM 5:00 PM (UTC2) or 9:00 AM 5:00 PM EST
NOTE: INDEPENDENT CONTRACTOR POSITION
Company Overview:
Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and USbased businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Discover a world of career possibilities with Sagan.
About the Company:
Sagan represents a fastgrowing USbased tax and bookkeeping services provider supporting small businesses and startup founders especially those with international roots. The team is lean handson and passionate about simplifying complex financial topics for entrepreneurs.
Position Overview:
Were looking for a Client Success Specialist (Tax & Bookkeeping) who thrives on solving client problems translating financial jargon into human language and delivering toptier service with speed and precision. Youll be a trusted point of contact navigating everything from basic queries to complex account reviews. If you love digging into the details and creating clarity for others this role is for you.
Key Responsibilities:
- Own the inbox: Manage Zendesk tickets from first touch to full resolution with speed and accuracy
- Communicate clearly and empathetically: Translate tax and bookkeeping details into plain English
- Troubleshoot independently: Use tools like QuickBooks Xero Salesforce and internal systems to diagnose and resolve issues
- Keep internal knowledge sharp: Update macros templates and documents for future use
- Spot trends: Identify and propose fixes to recurring problems
- Maintain data integrity: Doublecheck all figures forms and files
- Track what matters: Prioritize client satisfaction resolution speed and zeroerror delivery
Qualifications:
- 2 years in a fastpaced client support or success role (accounting experience is a plus)
- Excellent written and verbal communication skills
- Exceptional attention to detail
- Proficiency in modern business tools and platforms
- Selfstarter with a proactive problemsolving mindset
- Stable internet connection and reliable work environment
- Availability to work Monday to Friday during either of the approved time zones
NicetoHaves:
- Experience supporting tax or financial software clients
- Familiarity with small business or startup operations
- Prior remote work experience
Resume Submission Guidelines:
To help us review your application efficiently please submit your resume in textbased PDF format only.
Avoid uploading scanned documents image files (JPG/PNG) or Word documents (DOC/DOCX) format to prevent your application from being overlooked.
Important: For timely processing both your resume and introductory video must be submitted in English.
Employment Type
Full Time
