Offer summary

Qualifications:

2+ years in a client support or success role, preferably in accounting., Excellent written and verbal communication skills., Exceptional attention to detail and proficiency in business tools., Self-starter with a proactive, problem-solving mindset..

Key responsibilities:

Manage Zendesk tickets from first touch to full resolution.

Translate tax and bookkeeping details into plain English for clients.

Use tools like QuickBooks and Salesforce to troubleshoot issues.

Identify trends and propose solutions to recurring problems.

Job description

Job Title: Client Success Specialist (Tax & Bookkeeping)
Location: Remote (UTC+2 Eastern Europe & South Africa business hours)
Salary Range: up to 2500 USD

Work Schedule: Monday - Friday, Must be available to work 9:00 AM - 5:00 PM (UTC+2) or 9:00 AM - 5:00 PM EST

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

About the Company:

Sagan represents a fast-growing US-based tax and bookkeeping services provider supporting small businesses and startup founders - especially those with international roots. The team is lean, hands-on, and passionate about simplifying complex financial topics for entrepreneurs.

Position Overview:

We're looking for a Client Success Specialist who thrives on solving client problems, translating financial jargon into human language, and delivering top-tier service with speed and precision. You'll be a trusted point of contact, navigating everything from basic queries to complex account reviews. If you love digging into the details and creating clarity for others, this role is for you.

Key Responsibilities:

Own the inbox: Manage Zendesk tickets from first touch to full resolution with speed and accuracy
Communicate clearly and empathetically: Translate tax and bookkeeping details into plain English
Troubleshoot independently: Use tools like QuickBooks, Xero, Salesforce, and internal systems to diagnose and resolve issues
Keep internal knowledge sharp: Update macros, templates, and documents for future use
Spot trends: Identify and propose fixes to recurring problems
Maintain data integrity: Double-check all figures, forms, and files
Track what matters: Prioritize client satisfaction, resolution speed, and zero-error delivery

Qualifications:

2+ years in a fast-paced client support or success role (accounting experience is a plus)
Excellent written and verbal communication skills
Exceptional attention to detail
Proficiency in modern business tools and platforms
Self-starter with a proactive, problem-solving mindset
Stable internet connection and reliable work environment
Availability to work Monday to Friday during either of the approved time zones

Nice-to-Haves: