Seasonal Client Success Representative I - In-Office Support

Location: Claremore, OK | Reports to: Client Experience Manager | Seasonal: December 8, 2026 – April 30, 2027 | Pay: $18–$20/hr

About the role

At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm. We are seeking a Seasonal Client Success Representative I to support the day-to-day service needs of our in-office members and deliver an experience rooted in our client-first values. In this role, you will assist with onboarding, maintain ongoing member relationships, and ensure clients feel the value of their membership at every touchpoint. You will help resolve basic issues, support client inquiries, and identify opportunities to connect members with additional services aligned with their goals. The ideal candidate will have experience in customer service or support roles, with a strong desire to grow their skills in client success. You bring foundational knowledge in service delivery, a willingness to learn, and a drive to support others. To do this well, you’ll need to be detail-oriented, proactive, and people-focused. You should feel comfortable navigating client systems, communicating with empathy, and contributing to a collaborative, fast-paced team environment. You’ll also need to be committed to continuous improvement and energized by helping members succeed through each phase of their journey.

Responsibilities

• Respond to routine client inquiries and provide timely updates and support.
• Manage client requests, ticket queues, and escalate complex issues as needed.
• Collect, review, and track client documentation to ensure completeness.
• Support client onboarding, portal access, and technology-related questions.
• Maintain accurate client records and update CRM systems.
• Monitor assigned client statuses and follow up on outstanding items.
• Assist with tax season campaigns, payment follow-up, and operational initiatives.
• Coordinate meetings and process administrative requests.
• Support office operations, including mail, supplies, payroll, and check