Customer Success Strategist

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Company: Brij Professional Corporation

Location: Remote

Position Type: Ongoing Independent Contractor

About Us:

At Brij Professional Corporation, the Client Intake and Onboarding Specialist will play a vital role in ensuring a seamless client onboarding experience, maintaining strong client relationships, and driving customer success. The ideal candidate will be highly organized, customer-focused, and skilled in communication, with a passion for delivering exceptional service.

Key Responsibilities:

Client Intake & Onboarding:

• Monitor and respond to prospects, ensuring all client inquiries are addressed.
• Draft, customize, and release client proposals tailored to individual needs.
• Create and send personalized video overviews of proposals to enhance client understanding and engagement.
• Confirm timelines for client requests, ensuring clear communication and adding appropriate response buffers.

Client Communication & Support:

• Respond promptly and professionally to client queries, providing accurate and helpful information.
• Collaborate with senior accountants to ensure accurate and timely responses to client inquiries.
• Draft email responses to clients, maintaining a professional and client-focused tone.
• Conduct regular check-ins with priority clients to ensure satisfaction and address any concerns.
• Make follow-up calls to clients to maintain strong relationships and gather feedback.

Client Success & Reporting:

• Track and report on client leads to identify trends and opportunities for improvement.
• Follow up on client leads to nurture relationships and convert prospects into clients.
• Share and implement best practices for the proposal management system to improve efficiency and effectiveness.

Qualifications:

• Prior experience (2+ years) in client service, intake coordination, or onboarding roles, ideally within a professional services or financial environment.
• Strong communication and interpersonal skills for engaging with clients and internal teams.
• Exceptional attention to detail and organizational skills for managing client data and documentation.
• Ability to manage multiple client cases simultaneously while maintaining quality and compliance standards.
• Comfortable using CRM platforms, digital onboarding tools, and cloud-based documentation systems.
• Proven ability to follow and improve established workflows and processes.
• Self-motivated and comfortable working independently in a remote setting.
• Understanding of tax or accounting principles is a plus but not required.

Job Type: Full-time

Pay: $30.00-$50.00 per hour

Benefits:

• Flexible schedule
• Work from home

Work Location: Remote