Client Success Advocate

Company: Cynch AI
Location: Pleasanton
Posted on: January 18, 2026

Job Description:

Job Description Job Description About the Role Cynchs team of accountants and AI experts creates technology that empowers accountants to help business owners thrive. We provide the insight and clarity needed to guide clients to their best outcomes. As a Client Success Advocate, you will be the primary relationship and workflow partner for our clients throughout their accounting and tax lifecycle. This role blends Client Success, Operations, and Workflow Management — ideal for someone who enjoys solving problems, improving processes, and ensuring clients receive a predictable, high-quality experience. You will help build the next-generation client experience for a rapidly scaling firm that acquires and integrates boutique accounting practices. This means youll thrive if you enjoy modernizing workflows, operating with autonomy, and contributing to a culture of continuous improvement. Key Responsibilities Client Relationship Ownership Serve as the dedicated point of contact for a portfolio of clients, guiding them through onboarding, documentation, tax preparation, and ongoing requests. Set clear expectations around timelines, deliverables, and required actions. Conduct proactive check-ins to assess client satisfaction and identify opportunities to improve their experience. Communicate updates on tax returns, accounting work, and project milestones. Workflow & Delivery Management Own the movement of client work through our Intake and Delivery pipelines, ensuring deadlines are met and bottlenecks are removed. Coordinate with Accounting, Tax, and internal CS teams to ensure timely resolution of client questions and tasks. Maintain accurate client records, documentation, and status updates within CRM and workflow tools. Generate invoices, process payments, and ensure tax return assembly is completed accurately. Problem-Solving & Escalation Diagnose issues in client workflows, identify root causes, and propose scalable solutions. Address Level 1 escalations quickly and professionally, ensuring clear communication with both internal teams and clients. Identify patterns that signal larger process opportunities and surface recommendations to the CS Leader. Operational & Process Improvement Contribute to building standard operating procedures and client experience playbooks. Recommend enhancements to tooling, communication flows, onboarding procedures, or delivery processes. Support continuous improvement initiatives across the CS function as we integrate acquired firms. Team Partnership Collaborate closely with office-based CS staff including Document Specialists and Administrative Assistants. Provide occasional support to peers and cross-functional team members during peak periods. Required Qualifications 2–5 years of experience in Customer Success, Client Experience, Operations, or a similar client-facing role. Experience managing client relationships in a tech-enabled or fast-paced environment. Strong communication skills; able to make complex topics simple and digestible. Comfort with workflow tools, CRMs, and modern communication platforms (e.g. HubSpot, Slack, MS Office). Demonstrated ability to prioritize work, manage multiple projects, and stay organized. A learning mindset — curious, adaptable, and energized by process improvement. In California, the salary for this role is estimated to be $70 - 90k / year.

Keywords: Cynch AI, Milpitas , Client Success Advocate, Accounting, Auditing , Pleasanton, California