[Hiring] Client Engagement Specialist @Bright!Tax

Role Description

Bright!Tax is hiring a Client Engagement Specialist to be the front door of the firm. Every prospective client who emails [email protected] , fills out a contact form, leaves a voicemail, or starts a chat will land with this person first. They'll triage that volume, route it well, and in select cases close it themselves with a quote.

Beyond the front door, this role grows our global referral network, runs voice-of-the-client outreach with current clients, and feeds insights to Marketing and Client Success that shape how we sell and how we serve.

You'll work in volume, ambiguity, and judgment. Some days you'll route forty contact form submissions and wrap by lunch. Other days you'll be on the phone with a referral partner in Singapore, untangling a complex lead's situation, and stitching together feedback themes from a dozen client conversations. The work is rarely the same shape twice.

• You'll often be the most informed voice in the sales meeting, even if not the loudest.
• The pattern recognition you build at the front door becomes some of the most valuable intelligence the firm has.

Qualifications

• Warm and patient by default.
• Disciplined about systems.
• Sharp about judgment.
• Commercially aware.
• Pattern-minded.

Requirements

• 2+ years in a client-facing role (sales, account management, customer success, or equivalent).
• Strong written communication — your emails should read as warm, clear, and human.
• Comfort with CRM systems; HubSpot fluency strongly preferred.
• Available for internal meetings during morning, US EST business hours.
• Willingness to ramp quickly on US expat tax fundamentals — you don't need credentials, but you need to learn enough to triage and qualify with confidence.

Benefits

• Status: Full-time, salaried.
• Location: Remote; a few hours of overlap with EST business hours required.
• Reports to: Katelynn Minott, CEO (Interim Sales Leader).
• Works alongside: Our Client Engagement Specialists (the live-call closers).
• Tools: HubSpot, Google Workspace, Typeform.

Company Description

This is one of the most cross-functional roles at Bright!Tax. You'll touch Sales, Marketing, Client Success, and the leadership team's strategic priorities. If you enjoy connecting dots across teams, and you genuinely care about how clients experience us from the very first interaction, this is a role you'll grow in for years.