What are the responsibilities and job description for the Client Experience Manager position at Charge Forward Solutions?
Client Experience Manager *Be the First Smile Our Clients See
We believe accounting is about far more than numbers. It's about relationships, trust, and creating an exceptional experience for every client who walks through our doors.
We're looking for someone who genuinely enjoys helping people, thrives in an organized environment, and takes pride in making everything around them run smoothly. If you're the person who naturally notices the details, loves keeping things organized, and enjoys creating a welcoming atmosphere, we'd love to meet you.
This is more than a front desk position. You will become the central hub of our office, helping create an incredible experience for our clients while supporting an amazing team of professionals.
What You'll Do
As our Client Experience Manager, you will:
- Welcome every client with warmth, professionalism, and enthusiasm.
- Manage incoming phone calls and ensure every caller feels valued.
- Coordinate client appointments and office scheduling.
- Guide clients through our check-in process and ensure information is complete.
- Keep the front office organized, efficient, and inviting.
- Assist with client communication, reminders, and follow-up.
- Support the accounting & tax team with administrative projects.
- Help maintain client records and office systems.
- Assist with special projects, marketing events, and client appreciation activities.
- Continuously look for ways to improve the client experience.
The Person We're Looking For
We're looking for someone who is:
- Friendly and naturally positive.
- Organized and detail-oriented.
- Comfortable multitasking and setting the tone in your environment.
- Calm under pressure.
- A strong communicator, both in person and over the phone.
- Professional, dependable, and trustworthy.
- Tech-savvy and comfortable learning new software.
- Someone who enjoys being part of a collaborative, supportive team.
- Committed to continual improvement
Most importantly, we're looking for someone who truly enjoys serving people.
Bonus Qualifications
Experience in any of the following is helpful but not required:
- Administrative support
- Office management
- Customer service
- Reception
- Accounting, bookkeeping and / or tax office
- CRM or scheduling software
We'll gladly train the right person with the right attitude.
Why You'll Love Working Here
We're intentional about building a workplace where people enjoy coming to work every day.
You'll be joining a team that values:
- Teamwork over ego.
- Encouragement over criticism.
- Continuous learning and professional growth.
- Organization and proactive communication.
- Work-life balance.
- Serving clients with excellence.
We celebrate wins together, help one another succeed, and genuinely enjoy working as a team.
What Success Looks Like
After a few months, you'll have:
- Become the trusted first point of contact for our clients.
- Helped create a smooth, organized office environment.
- Built strong relationships with our clients and team.
- Improved office efficiency through organization and proactive communication.
- Become a trusted member of the Team.
If This Sounds Like You...
If you're looking for more than just a job, and you want to build a career with a team that values people as much as performance, we'd love to hear from you.
Bring your positive attitude, your organizational skills, and your heart for serving others. We'll provide the opportunity to grow alongside a team committed to excellence.
Pay: $36,000.00 - $50,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Work Location: In person
Salary : $36,000 - $50,000