Customer Success Associate @Cloud Accountant Staffing
Customer Service
Salary usd 1,500 - 1,6..
Remote Location
Job Type full-time
Posted 3wks ago

[Hiring] Customer Success Associate @Cloud Accountant Staffing

3wks ago - Cloud Accountant Staffing is hiring a remote Customer Success Associate. 💸 Salary: usd 1,500 - 1,600 per month 📍Location: South Africa

Role Description

We are seeking a detail-oriented, empathetic, and customer-focused Customer Success Associate to support small and medium-sized US businesses through high-quality bookkeeping and proactive client care. This role blends technical bookkeeping expertise with strong customer communication.

  • Manage a portfolio of 60–80+ small business clients across industries and tools.
  • Maintain accurate financial records using cash-based accounting.
  • Serve as a trusted point of contact for business owners.
  • Work full-time (40 hours per week, Monday–Friday) aligned with North American business hours, with flexibility between PST and EST schedules.

What You’ll Do

  • Bookkeeping & Portfolio Management:
    • Collect and manage client financial data.
    • Categorize transactions and reconcile accounts accurately.
    • Maintain general ledgers and ensure data completeness.
    • Adjust accounts as needed to resolve discrepancies.
    • Conduct monthly reviews to ensure financial records are accurate and up to date.
    • Finalize bookkeeping to produce reliable monthly financials.
    • Maintain clean, organized client data for cross-team visibility.
  • Client Communication & Account Ownership:
    • Serve as the primary point of contact for your assigned clients.
    • Communicate via phone, email, and in-app messaging.
    • Respond to daily inquiries and resolve bookkeeping issues.
    • Proactively follow up to collect required documentation.
    • Guide clients through financial reports and processes.
    • Build strong, trust-based relationships with small business owners.
  • Problem Solving & Quality Control:
    • Identify potential issues in financial records and recommend solutions.
    • Ensure compliance with bookkeeping standards and internal processes.
    • Take full ownership of account accuracy and client satisfaction.
    • Provide thoughtful recommendations to optimize client bookkeeping workflows.
  • Collaboration & Continuous Improvement:
    • Work closely with your Team Lead to review portfolio progress.
    • Share feedback to improve internal systems and service delivery.
    • Collaborate with internal teams to enhance the customer experience.
    • Contribute ideas to improve operational efficiency and product development.

Tools & Systems You’ll Use

  • Cloud-based bookkeeping software (e.g., QuickBooks, Xero).
  • Internal bookkeeping platform and client app.
  • Salesforce (CRM).
  • Slack (communication).
  • Confluence or internal knowledge base.
  • Phone, email, and messaging tools for client communication.

Qualifications

  • 2+ years of customer-facing experience, preferably supporting small to medium-sized US businesses.
  • Strong written and verbal English communication skills.
  • Familiarity with bookkeeping software (QuickBooks, Xero, or similar).
  • Understanding of accounting principles and financial reporting basics.
  • Strong attention to detail and accuracy.
  • Ability to manage multiple clients and priorities simultaneously.
  • Proactive mindset and ownership mentality.
  • Comfort working North American business hours.

Nice-to-Have

  • US bookkeeping or tax filing experience.
  • Experience working with cash-based accounting.
  • Degree in Accounting, Finance, or related field (or equivalent experience).

What Success Looks Like

  • Client portfolios remain current and accurate.
  • Monthly bookkeeping is completed consistently and on time.
  • Clients feel supported, informed, and confident in their financials.
  • Documentation is clean, organized, and review-ready.
  • You proactively pursue missing information and prevent bottlenecks.
  • You contribute feedback to improve internal systems and processes.

Compensation & Perks

  • USD monthly compensation, competitive to market, based on experience & location.
  • Permanent WFH with company-provided equipment (laptop, monitor, accessories) and required specs.
  • 20 days PTO annually + Canadian Statutory Holidays.
  • Exposure to diverse U.S. industries and modern bookkeeping stacks; tight feedback loops and documented methods.

Contract Status & Exclusivity

  • Full-time independent contractor based in South Africa.
  • Exclusive commitment required—no part-time or freelance engagements after hire.
  • Conflict-of-interest checks may apply.

How We Work

  • Ownership: Clear expectations with accountability.
  • Proactivity: We pursue solutions, not wait for problems.
  • Collaboration: Open communication across teams.
  • Continuous Improvement: Feedback-driven growth.

Application Process

  • Application & Prescreening.
  • Skills & Aptitude Assessment.
  • Profile and Pre-interview Preparation.
  • Client Interview.
  • Employment Offer and Onboarding.

Ready to take the next step? Your next big career move starts here! Click below to send your application and begin your journey with CAS:

Before You Apply
remote Be aware of the location restriction for this remote position: South Africa
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Customer Success Associate @Cloud Accountant Staffing
Customer Service
Salary usd 1,500 - 1,6..
Remote Location
Job Type full-time
Posted 3wks ago
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Interview Scheduled
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remote Be aware of the location restriction for this remote position: South Africa
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
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Applied
Sent Follow-Up
Interview Scheduled
Interview Completed
Offer Accepted
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