About the Role
Kim Bey & Associates, a boutique tax advisory firm in Clearwater, is hiring a Client Success Coordinator & Executive Support to manage client onboarding, CRM/lead follow-up, project tracking, scheduling, and marketing coordination as the firm scales. You’ll work directly with the firm’s founder and CPA as a true right hand — someone who takes initiative wherever it’s needed to keep the firm moving and free up leadership’s time to focus on growth.
Responsibilities
- Follow up on leads in GoHighLevel (GHL); call prospective clients and schedule Discovery Calls
- Coordinate new-client onboarding: engagement documents, portal setup, document requests
- Track projects, deadlines, and outstanding action items to keep work moving
- Manage calendars, appointments, and client communications
- Answer incoming phone calls and route client inquiries (call volume is currently light)
- Maintain CRM records and keep workflows organized and current
- Coordinate social media posting (LinkedIn, Facebook, Instagram)
- Support Facebook/Meta advertising and other marketing initiatives
- Help build and improve administrative systems as the firm grows
- Take on special projects and shifting priorities as needed — this role will evolve as the firm scales
Qualifications
- 2+ years in an administrative, executive support, client success, or coordinator role
- Experience with CRM systems (GoHighLevel a strong plus)
- Comfortable making outbound and answering inbound calls
- Strong organizational skills and follow-through with minimal supervision
- Adaptable and resourceful — comfortable picking up new responsibilities as the role grows
- Experience with client onboarding, project tracking, social media, or professional-services administration a plus
Why Join Us
Kim Bey & Associates is a growing tax advisory firm building toward national recognition. This is a ground-floor opportunity to work directly with the founder, grow with the firm, take on more responsibility as we scale, and be rewarded through performance-based bonus opportunities as you help drive results.
Pay: $50,000.00 – $60,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Professional development assistance
- Referral program
Experience:
- GoHighLevel or CRM: 1 year (Preferred)
- Client Success role: 1 year (Preferred)
Work Location: In person