Client Engagement Specialist

Anders CPA Advisors, recognized as one of the nation's fastest-growing accounting firms, seeks a motivated Client Engagement Specialist eager to learn and deliver outstanding results. This remote role is pivotal in driving client engagement initiatives, meticulously managing the onboarding experience, and ensuring seamless communication regarding client deliverables and deadlines. Key responsibilities include executing customized success plans, project managing client lifecycle events (onboarding, offboarding, staff/service changes, issue resolution), acting as a central liaison for stakeholders, maintaining accurate client interaction records, providing prompt and friendly service to both internal and external clients, collaborating on process documentation for client satisfaction, handling inquiries, gathering feedback, reporting on progress, and ensuring timely resolutions. The specialist will identify service and process improvement opportunities, actively support teamwork, and lead the client onboarding experience in conjunction with the VCFO team, involving kickoff meeting coordination, material preparation, timeline management, system setup (ClickUp), and seamless sales-to-delivery transitions. Occasional travel (up to two times annually) for team retreats is required. Additionally, the role involves drafting, revising, and managing Statements of Work (SOWs) and related engagement documentation to ensure alignment between client expectations and service delivery.