# CRM & Client Relations Coordinator ## About the Role Avant Tax and Finance is hiring a full-time Digital Marketing & Client Relations Coordinator to grow and manage relationships with our existing tax clients — driving newsletter communications, client outreach calls, insurance cross-sell opportunities, and CRM organization. This role is central to how we market to and retain our client base. Responsibilities

• Manage and maintain the client CRM (Zoho), keeping records, segments, and workflows accurate and up to date
• Plan, write, and send a recurring client newsletter (tax deadlines, firm updates, insurance tips)
• Make outbound calls to existing clients to introduce and cross-sell insurance products (P&C, life, health)
• Serve as a point of contact for client questions and relationship follow-up
• Maintain consistent branding and messaging across all client-facing communications (email, calls, newsletter)
• Track outreach activity and report on engagement/conversion to management Qualifications
• Strong written and verbal communication skills
• Comfortable making outbound sales/relationship calls
• Organized, detail-oriented, able to manage a CRM system
• Digital Marketing, sales, or customer service background preferred
• Insurance or financial services experience a plus (not required)
• Prior CRM experience (Zoho, HubSpot, Salesforce, etc.

) a plus Avant Tax — Richardson, TX (with Dallas and Austin offices)

Pay:

$15.00

• $20.

00 per hour Expected hours: 40.0 per week

Benefits:

401(k) matching Paid time off

Work Location:

In person