[Hiring] Customer Success Associate @Cloud Accountant Staffing

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: