Client Relationship Manager

About Gelt

Gelt 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 role

As a Client Relationship 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.

Responsibilites

• Lead 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 to implement service workflows that improve client experience, drive adoption, and scale our success engine

Requirements

• 3+ years of experience in client success/account management within financial services, public accounting, tax services, wealth management, SaaS, startup
• Bachelors degree a must
• Strong working knowledge of HubSpot
• B2C experience
• 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
• Experience working with sophisticated clients or high-complexity setups (e.g., high-net-worth individuals, multi-entity structures) is advantageous

We appreciate people who are

• Passionate about what they do.
• Fast and creative thinkers and doers.
• Clear communicators.

How to apply

Please email your CV and a short cover letter indicating your interest in the position to careers@joingelt.com