Client Success Manager

CLIENT SUCCESS MANAGER

SarokaFi LLC | Colorado | Hybrid

$55,000 - $65,000/year | Full-Time, W2

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ABOUT SAROKAFI

SarokaFi is a virtual financial operations company built for construction contractors and service businesses. We provide accounting, HR/payroll, tax compliance, back-office support, and Profit First advisory services — giving companies doing $500K to $10M+ in revenue the Fortune 500 support structure they deserve.

We're not a bookkeeping factory. We embed ourselves into our clients' operations and deliver financial clarity that drives real decisions.

Read more about us at https://sarokafi.com/about/

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THE ROLE

We're looking for a Client Success Manager who will be the primary bridge between SarokaFi and our clients. This is a hands-on role — you're not sitting above the work, you're in it and fully responsible for the outcome. You will work along side the Owner of SarokaFi and the team.

On any given day, you might:

Monitor and respond to lots of emails.
Client phone calls.
Communicate with the backend team
Reconcile bank accounts in QuickBooks Online
Field a client call about a cash flow question
Chase down a lien waiver for a construction client
Prep financial reports for a CFO review meeting
Help process a payroll deliverable
Follow up on outstanding vendor documents
Being able to coach and train when needed.

You're the person our clients rely on to keep their back-office running. You're the person our team relies on to make sure nothing falls through the cracks.

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WHAT YOU'LL DO

Client Relationship Management (50%)

Serve as the single point of contact for your portfolio of construction and service business clients
Conduct regular check-ins and proactively surface issues before they escalate
Onboard new clients: document collection, system setup, team introductions
Manage expectations around deliverable timelines during monthly close and tax season
Identify opportunities for deeper advisory engagement

Accounting & Financial Operations (25%)

Hands-on bookkeeping in QBO: transaction entry, categorization, reconciliation
Quality-check outsourced bookkeeping deliverables before client delivery
Support Profit First allocation tracking on the 10th and 25th of each month
Prepare preliminary financial reports for CFO review
Coordinate tax compliance timelines and CPA deliverable handoffs

Administrative & Back-Office Support (25%)

Support the team on AP processing, document collection, and vendor tracking
Manage client files following our security protocols
Coordinate HR/payroll deliverables through Gusto
Handle construction-specific admin: lien waivers, insurance COIs, W-9 collection
Manage task workflows to ensure all client deadlines are met

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WHAT WE'RE LOOKING FOR

Required:

You MUST be hungry to learn and grow in the back office and online world. Someone that wants to learn the Power of AI and other back office tools.

and/or

3+ years hands-on experience with QuickBooks Online (daily proficiency, not just familiarity)
Strong accounting fundamentals: AP/AR, bank reconciliation, general ledger, financial statements
Proven client relationship management experience
Proficiency in Microsoft 365 (Excel, Outlook, SharePoint, Teams)
Ability to manage multiple client accounts and competing deadlines
Excellent written and verbal communication
Tech-adaptable: you learn new software quickly without hand-holding

Strongly Preferred:

Experience working with construction contractors or skilled trades businesses
Familiarity with construction back-office operations (lien waivers, COIs, job costing, W-9s)
Experience with payroll processing / HR coordination (Gusto is a plus)
Background in an outsourced accounting firm or virtual bookkeeping company

Nice-to-Have:

Knowledge of Profit First methodology
CRM experience (GoHighLevel or similar)
Familiarity with construction project management software (JobTread, Buildertrend)

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WHAT YOU'LL GET

- $55,000 - $65,000 annual salary based on experience

Hybrid work arrangement with some flexibility to work from home but also be able to travel and work in our office in Windsor, CO.
Direct mentorship from a Profit First Professional and fractional CFO
The chance to shape a growing company's operations from the ground up
Meaningful work helping real construction businesses succeed
Modern tech stack and leadership that invests in tools to make your job easier

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WHO THRIVES HERE

You get satisfaction from a perfectly reconciled set of books and a client who says "I don't know how you do it all." You follow up without being reminded. When new software lands on your desk, you dig in and figure it out.

You're comfortable wearing multiple hats — one hour in QuickBooks, the next on the phone with a contractor, the next organizing vendor documents. That variety energizes you.

You don't need construction experience on day one, but you're genuinely curious about how these businesses work. Contractors are builders — and so are we.

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HOW TO APPLY

Submit your resume and a brief cover letter explaining why this role excites you. Include your experience level with QuickBooks Online and any relevant certifications.

You will be required to submit a couple tasks before you can move on to an interview phase. We want people that are hungry to learn and grow, not just someone desperate for a job.

SarokaFi LLC is an equal opportunity employer.

307-296-4131 | support@sarokafi.com | www.sarokafi.com