Customer Success Associate - South Africa

Location: South Africa (100% Remote)

Employment Type: Full-time (exclusive commitment)

Compensation: $1,500-$1,600 (commensurate with experience, scope & location)

We are seeking a detail-oriented, empathetic, and customer-focused Customer Success Associate to support small and medium-sized US businesses through high-quality bookkeeping and proactive client care.

This role blends technical bookkeeping expertise with strong customer communication. You will manage a portfolio of clients, maintain accurate financial records using cash-based accounting, and serve as a trusted point of contact for business owners.

You’ll grow your range quickly by supporting a portfolio of 60–80+ small business clients across industries and tools, with structured playbooks and close coaching to help you succeed.

This is a full-time role (40 hours per week, Monday–Friday) aligned with North American business hours, with flexibility between PST and EST schedules.

You will own end-to-end bookkeeping for an assigned portfolio while delivering a proactive, high-touch client experience.

This is not a passive bookkeeping position. Success in this role requires:

• Consistent client follow-up

• Clear and empathetic communication

• Ownership of deliverables

• Proactive problem-solving

• Collaboration with internal teams to improve systems and processes

You will be expected to take initiative in pursuing documentation, clarifying discrepancies, and ensuring clients stay current with their financials.

• Collect and manage client financial data

• Categorize transactions and reconcile accounts accurately

• Maintain general ledgers and ensure data completeness

• Adjust accounts as needed to resolve discrepancies

• Conduct monthly reviews to ensure financial records are accurate and up to date

• Finalize bookkeeping to produce reliable monthly financials

• Maintain clean, organized client data for cross-team visibility

• Serve as the primary point of contact for your assigned clients

• Communicate via phone, email, and in-app messaging

• Respond to daily inquiries and resolve bookkeeping issues

• Proactively follow up to collect required documentation

• Guide clients through financial reports and processes

• Build strong, trust-based relationships with small business owners

This role requires consistent outreach — clients are busy business owners, and proactive engagement is essential to ensure bookkeeping completion.

• Identify potential issues in financial records and recommend solutions

• Ensure compliance with bookkeeping standards and internal processes

• Take full ownership of account accuracy and client satisfaction

• Provide thoughtful recommendations to optimize client bookkeeping workflows

• Work closely with your Team Lead to review portfolio progress

• Share feedback to improve internal systems and service delivery

• Collaborate with internal teams to enhance the customer experience

• Contribute ideas to improve operational efficiency and product development

• Cloud-based bookkeeping software (e.g., QuickBooks, Xero)

• Internal bookkeeping platform and client app

• Salesforce (CRM)

• Slack (communication)

• Confluence or internal knowledge base

• Phone, email, and messaging tools for client communication

Full-time independent contractor based in South Africa. Exclusive commitment required—no part-time or freelance engagements after hire. Conflict-of-interest checks may apply.

Click below to send your application and begin your journey with CAS: