ASK BOSCO® - Marketing AI
11 - 50 employees
Founded 2019
🤖 Artificial Intelligence
🛍️ eCommerce
📣 Marketing
Artificial Intelligence • eCommerce • Marketing
ASK BOSCO® is an advanced AI marketing platform that specializes in optimizing data reporting, budget planning, and competitor benchmarking for businesses and marketing agencies. With its powerful tools, ASK BOSCO® seamlessly integrates various data sources, enabling users to forecast media spends with remarkable accuracy and manage online performance through automated reporting. The platform aims to enhance decision-making and improve return on advertising spend, allowing agencies and brands to gain valuable insights for better marketing strategies.
Client Success Manager – Accounting, Tax & Advisory Operations
Job not on LinkedIn
🔥 1 hour ago
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ASK BOSCO® - Marketing AI
11 - 50 employees
Founded 2019
🤖 Artificial Intelligence
🛍️ eCommerce
📣 Marketing
Artificial Intelligence • eCommerce • Marketing
ASK BOSCO® is an advanced AI marketing platform that specializes in optimizing data reporting, budget planning, and competitor benchmarking for businesses and marketing agencies. With its powerful tools, ASK BOSCO® seamlessly integrates various data sources, enabling users to forecast media spends with remarkable accuracy and manage online performance through automated reporting. The platform aims to enhance decision-making and improve return on advertising spend, allowing agencies and brands to gain valuable insights for better marketing strategies.
📋 Description
• Own client relationships across onboarding, steady-state service, and renewal/upsell conversations • Review accounting and tax deliverables before they reach the client, catching errors early • Run the weekly cadence that keeps accounting/tax production on time and accurate • Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to keep every account on schedule • Build and refine SOPs for the operation • Report retention, satisfaction, and workflow health directly to the CEO
🎯 Requirements
• 3+ years of experience in public accounting, tax, or advisory roles • Experience with small and mid-sized businesses • CPA designation preferred, or Enrolled Agent certification, or equivalent hands-on experience • Demonstrated experience personally managing client relationships • Ability to review work, catch errors, and coach less-experienced team members • Strong organizational skills and ability to manage 40–60+ accounts • Familiarity with Profit First, Built to Sell, and Traction is a strong asset • Exceptional communication skills and a client-first mindset
🏖️ Benefits
• Remote work arrangement
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