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HomeCompanies8eeb553e 07e1 4879 B4d7 9a94911e40b7 19000101 000001Client Success Associate - Remote

Client Success Associate - Remote

8eeb553e 07e1 4879 B4d7 9a94911e40b7 19000101 000001 · Irvine, CA, US, Irvine, CA · Remote · Active · $65,000–$75,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company8eeb553e 07e1 4879 B4d7 9a94911e40b7 19000101 000001
TitleClient Success Associate - Remote
Normalized title-
Department / team-
LocationIrvine, CA, United States
Work modelRemote / Remote
Employment typeFull Time
Salary$65,000–$75,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2023-03-06 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from 8eeb553e 07e1 4879 B4d7 9a94911e40b7 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Irvine.Open
Work model jobsActive Remote postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company8eeb553e 07e1 4879 B4d7 9a94911e40b7 19000101 000001
Source7b01e852-e797-4800-8ae3-953588dfe30e
ATS providerADP Workforce Now Recruiting

Description

This is a Remote Role About the Organization SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer. SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation over 20 years. We’re looking for hard-working, passionate people to help us reshape the tax and accounting industry. We encourage fresh ideas that will drive us toward our goals. Privately held advisory / consultancy firm is seeking a passionate Client Success Associate who will partner with and ensure the long-term success of our clients. You will be responsible for developing long-term relationships with assigned clients, connecting with key business executives and stakeholders and delivering Client training via web conference or face-to-face meetings. You will engage current clients in an effort to identify their needs and promote our products / services. The perfect candidate should be results-oriented, self-starter capable of problem solving, managing changing priorities and being flexible in the day-to-day job functions. Additional Duties and Responsibilities: Maximize business potential through strong relationship management and consultative sales techniques. Describe value add of Company’s solutions/services which are not currently utilized by Client and promote additional Company products and services. Perform onsite and web-based training sessions Input Clients data and other sales data into customer relationship management software. Closely follow current market intelligence, industry trends, client feedback and business needs. Understand CPA Firms’ business model and how to consult CPA’s on maximizing tax return preparation and review efficiency. Share best practices, knowledge and learning with Team Qualifications: 2+ years of Training or Client Success experience needed. Tax Industry experience preferred. CRM software experience preferred. Excellent verbal and written communication skills. Excellent presentation skills. Ability to engage and partner with C-Level executives and/or other client team members. Client Service oriented. Proficient project planning skills, including the ability to organize, prioritize and control job responsibilities. Confidentiality: Must be able to safeguard sensitive information. Proven track record of reaching and exceeding sales goals. EEO Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Full job record

Job IDb95b6ca6621242a1972fbad76c68ca82faba26dc
Org ID1b303c1d-0582-4c1b-881d-1e72e48f7758
Source ID7b01e852-e797-4800-8ae3-953588dfe30e
Board ID7b01e852-e797-4800-8ae3-953588dfe30e
Provideradp_workforcenow
Provider Job Key460762
TitleClient Success Associate - Remote
Normalized Title
Statusactive
Activeyes
Location TextIrvine, CA, US, Irvine, CA
Department
Team
Employment Typefull_time
Workplace Typeremote
Remote Policyremote
CountryUnited States
RegionCA
CityIrvine
Salary Raw65000.00 To 75000.00 (USD) Annually
Salary Min65,000
Salary Max75,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=8eeb553e-07e1-4879-b4d7-9a94911e40b7&ccId=19000101_000001&lang=en_US&type=JS&jobId=460762&jwId=9200571669835_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=8eeb553e-07e1-4879-b4d7-9a94911e40b7&ccId=19000101_000001&lang=en_US&type=JS&jobId=460762&jwId=9200571669835_1
First Seen At2026-05-31 18:37:07Z
Last Seen At2026-06-06 12:21:06Z
Last Checked At2026-06-06 12:21:06Z
Last Changed At2026-06-06 12:21:06Z
Inactive At
Source Posted At2023-03-06 21:20:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=8eeb553e-07e1-4879-b4d7-9a94911e40b7|19000101_000001/date=2026-06-06/2026-06-06T12-21-06-428Z-b358219e272501daadc6d95c5b0258f4877dcf880f10cc1879147f466d4b18ab.json
Event Fields
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Extensions
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