100% Remote · Full-Time Independent Contractor
Imagine every new client feeling confident from day one, and every long-term client feeling heard. That’s this role.
01 | About the Role
You’ll be the trusted voice our clients hear from at CAS, supporting growing US accounting firms and businesses as they build remote finance teams with us. You own the relationship from the first onboarding call through long-term growth, driving both satisfaction and clarity. This is a full-time independent contractor role with exclusivity. No other engagements after hire.
You see client success as a system: smooth onboarding, proactive check-ins, and feedback that makes the service better. If you like turning first impressions into lasting partnerships, welcome.
The ideal candidate
You’ve supported clients in a customer-facing role and can start with minimal supervision
You balance warmth with structure: you know when to pick up the phone and when to document the process
You enjoy creating order (guides, templates, playbooks) and spotting problems before clients do
You’re tech-curious and look for ways to simplify routine work
You build trust through consistent follow-through, transparency, and simple explanations
02 | What You’ll Own
Onboarding
Every client’s first impression is yours to shape.
Lead onboarding calls and walk new clients through how working with CAS works
Coordinate setup between clients, our placement team, and newly placed team members so everyone starts strong
Flag early risks that could slow a client’s success and escalate them quickly
Relationships and Growth
Strong partnerships don’t happen by accident.
Check in proactively, answer questions promptly, and spot gaps before they become problems
Run regular reviews, trainings, and Q&A sessions over video calls
Create simple guides, templates, and email sequences that help clients get more value
Identify opportunities to expand each client’s team and support them as they grow
Process and Systems
Build the playbooks. Make good service repeatable.
Gather client feedback and share it with leadership to improve our service
Document best practices and reusable engagement templates
Improve internal workflows and support team projects as they come up
03 | What You’ll Bring
2 to 3 years in a customer-facing role such as customer success, account management, or client services
Clear written and spoken English, with the ability to explain complex ideas simply
Strong attention to detail and a client-first mindset
Interest in process improvement, documentation, and operational efficiency
Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
Ownership mentality: organized, responsive, and able to manage multiple clients without dropping the ball
Comfortable working US business hours (or overlap) from home
Preferred (nice to have):
Accounting or finance exposure, or genuine curiosity about the space
Experience creating training content such as guides, videos, or email sequences
04 | How We Work
Quality: Documented processes, clear review notes, and follow-ups are part of every engagement
Security: Best practices for data privacy, MFA, and least-privilege access, always
Collaboration: Slack and Zoom check-ins, shared task boards, and predictable review cycles
05 | Why CAS Is Different
We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing. We invest in professionals who want to build a real career serving US clients.
At CAS, you get:
Permanent remote work, done right
Full company equipment provided (laptop, monitor, accessories)
15 days PTO annually plus local holidays off
Guaranteed annual increases
Referral rewards up to $1,000
Monthly flexible stipend (CAS Flex Perks)
Structured onboarding and support
A culture that actually shows up
06 | Contract and Exclusivity
This is an independent contractor engagement. Full-time exclusivity is required: candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.
Ready to take the next step?
Your next big career move starts here.
https://jobs.ashbyhq.com/double/c830e1da-e754-4408-963b-8664a59ff402