Customer Success Coordinator (Full-Time, Remote, USA)

About GeltGelt is a tech-driven tax services company providing premium tax solutions for closely-held businesses, high-net-worth individuals, and investors. Our mission is to optimize our clients’ taxes and ensure compliance by utilizing our proprietary tax platform and team of expert in-house professionals.The RoleAs a Customer Success Manager at Gelt, you will take ownership of key parts of our clients’ experience. From activation through early adoption, you’ll ensure a seamless transition into our platform and services, and then monitor broader portfolio dynamics — identifying risk, operational gaps, and expansion opportunities.Your role bridges operations, client experience, and growth — you’ll ensure our clients start strong, our onboarding engine scales, and our client base is proactively managed for success.What You’ll DoLead end-to-end onboarding for new clients: manage timelines, collect information, coordinate across internal teams, and ensure readiness for service delivery.Oversee key commercial workflows including billing updates, payment coordination, service renewals, and addressing related client questions.Maintain portfolio-level visibility: monitor deadlines, deliverable status, usage patterns, and potential service gaps.Surface risks and opportunities: identify clients with emerging needs (e.g., lifecycle milestones, new business activity) and collaborate with our tax team on upsell opportunities.Support internal stakeholders: prepare data summaries, analyze trends and identify client portfolio insights.Collaborate with Gelt’s tax operations team in implementing service workflows improving client experience, driving adoption and scaling our success engine.What We’re Looking For2+ years of experience in client-facing roles — ideal backgrounds include customer success, account management, operations or professional services in either financial services firms (preferably tax/accounting) or technology startups.Exceptional organizational skills and comfort managing multiple projects and client portfolios.Excellent communication skills (written and verbal).Comfortable working in a scaling, fast-paced environment where processes are constantly evolving.Comfortable learning new tools and workflows.Experience working with sophisticated clients or high-complexity setups (e.g., high-net-worth individuals, multi-entity structures) is an advantage.We appreciate people who arePassionate about what they doFast and creative thinkers and doersClear communicatorsApplyPlease email your CV and a short cover letter indicating your passion for the position to careers@joingelt.com