Client Services Coordinator

Job Description: Client Services Coordinator (CSC) – Part-time

DMR Accounting and Consulting

Classification:  Part-time / non-exempt

Salary:  $20 – $25 /hour

Hours: 10–20 hours per week, with growth potential. Monday–Friday availability during regular business hours is required, as new client inquiries may arise on various days throughout the week. The position is remote. Attendance at bi-monthly 1st and 3rd Wednesday morning team meetings is required.

Position Summary:

DMR Accounting is seeking an organized, responsive, and client-focused Client Services & Administrative Coordinator to serve as the primary point of contact for prospective clients from their initial inquiry through new client onboarding.

This role is responsible for ensuring every lead receives timely, professional communication, understands DMR’s services and process, and has a seamless experience from first contact through becoming a client, or determining that DMR is not the right fit.

The ideal candidate is comfortable communicating by both phone and email, has strong administrative and CRM skills, and can develop a working knowledge of DMR’s accounting and bookkeeping services. Previous experience in financial services, accounting, bookkeeping, other professional services, and/or client relations is strongly preferred.

This position ensures the delivery of accurate, high-quality administrative results in alignment with DMR’s Core Values of:

  • Clear Direction, Steady Support – We meet people where they are, demystifying the accounting process, gently eroding fears, and transforming lives from floundering to flourishing.
  • Invest in Your Success – We expect all stakeholders to take ownership of their part co-creating our mutual success. 
  • We’re 100% ALL IN – We treasure all our relationships. We show up fully, powerfully, honestly, collaboratively and courageously. 
  • Teamwork makes the Dream Work – We recognize our interconnectedness and the power of a positive and nurturing environment. We call forth and celebrate the highest potential of all. 
  • Above & Beyond – We deliver exceptional, comprehensive solutions in an accurate, responsible and pro-active manner.

Essential Functions

Lead & Client Coordination

  • Respond to new client inquiries within 24 business hours and maintain a consistent follow-up cadence.
  • Serve as the primary point of contact for prospective clients throughout the sales and onboarding process.
  • Communicate with leads by phone and email to gather information, answer initial questions, and explain DMR’s services and next steps.
  • Schedule and participate in initial consultations, which are conducted by Google Meet or phone.
  • Attend prospective-client meetings and remain involved through the entire process until the client signs on or is determined not to be an ideal client fit.
  • Prepare CEO and other team members for consultations by gathering relevant background information and clearly documenting the prospective client’s needs.
  • Develop a strong working knowledge of DMR’s services, ideal client profile, pricing structure, and the types of work DMR does and does not accept.
  • Help identify when an inquiry falls outside DMR’s scope and coordinate appropriate referrals when available.
  • Coordinate new-client onboarding, documentation, follow-ups, and handoff to the appropriate team member.

CRM & Administrative Support

  • Maintain accurate and timely lead records, notes, follow-up activities, and status updates in Zoho CRM.
  • Ensure no prospective client falls through the cracks by actively tracking outstanding communications and next steps.
  • Manage calendars, meetings, deadlines, and other client-related administrative tasks.
  • Assist the CEO and team with administrative projects as needed.

Marketing & Client Experience

  • Assist with client communications, newsletters, thank-you notes, holiday gifts, and company events.
  • Assist with maintaining the company website, social media accounts, and Google Business profile as needed.
  • Support initiatives that strengthen the overall client experience and DMR’s professional presence.

Qualifications

  • High school diploma required; associate or bachelor’s degree preferred.
  • Basic understanding of accounting and bookkeeping concepts strongly preferred, or demonstrated ability and willingness to complete training in these areas.
  • Experience in client services, sales coordination, professional services, bookkeeping, or accounting environments, or other financial services is a plus.
  • Strong phone, email, and interpersonal communication skills.
  • Comfortable asking questions, gathering information, and speaking confidently with prospective clients.
  • Highly organized with excellent attention to detail and follow-through.
  • Able to work independently while collaborating closely with the CEO and the broader DMR team.
  • Professional judgment, discretion, and commitment to confidentiality.
  • Must pass a credit check and criminal background check.

Technical Competencies

  • Proficiency in Excel and Google Workspace.
  • Familiarity with Zoho CRM, Dropbox, and Microsoft Office preferred.
  • QuickBooks Desktop or QuickBooks Online experience is a plus.
  • Comfortable learning new technology and maintaining accurate digital records.

To Apply

Please upload your resume and cover letter below.

Please note that the job description is not designed to contain a comprehensive listing of duties or responsibilities for this job; these may change at any time with or without notice.