About Gelt

Gelt is transforming how high-income professionals and business owners manage their taxes—by turning a once-a-year burden into a year-round strategic advantage. Our clients rely on us for proactive tax planning, clarity, and outcomes that support their broader financial goals. We’re looking for a Client Engagement & Loyalty Manager to lead the charge in turning satisfied clients into long-term advocates.

Role Overview

You’ll be responsible for designing and executing programs that drive client retention, elevate satisfaction, and fuel referrals. Your work will directly impact how clients perceive and interact with Gelt—through meaningful content, authentic success stories, and a trusted partner ecosystem that supports their financial journey well beyond tax season.

Your Responsibilities

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Referral Program Leadership

• Own the strategy and execution of Gelt’s client referral engine—campaigns, systems, incentives, and tracking
• Develop scalable messaging and tools that clients can easily share: email templates, social blurbs, branded pages
• Create urgency and momentum with seasonal referral pushes and spotlight success stories
• Regularly analyze referral data to refine strategies by segment and trigger

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Client Advocacy & Storytelling

• Build and manage a repeatable system for sourcing, interviewing, and publishing client testimonials and case studies
• Tailor stories by sector—tech, healthcare, real estate, and more—to highlight tangible outcomes and Gelt’s strategic value
• Collaborate with Marketing to promote stories across channels, including email, website, and social media
• Invite standout clients to participate in expert panels, podcast episodes, and spotlight interviews.

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Partner Ecosystem Activation

• Work closely with our financial, legal, and wealth management partners to provide extended value to clients
• Curate and maintain a partner resource hub to surface relevant experts based on client needs
• Integrate partner offerings and education into onboarding, newsletters, and client Q&A events

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Year-Round Engagement & Education

• Plan and manage monthly content touchpoints—educational emails, tax tip series, livestreams, and event invites
• Implement automated client journeys for onboarding, document reminders, and re-engagement
• Create interactive experiences such as polls, livestream Q&As, and short explainers to boost engagement

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Voice of the Client & Feedback Loops

• Run structured NPS surveys and satisfaction checks mid-season and post-season
• Personally follow up with detractors, uncover insights, and escalate improvements
• Mobilize promoters into brand advocates by requesting testimonials and referrals
• Organize occasional client panels or focus groups to bring user feedback into product and service strategy

What Success Looks Like

• Quarter-over-quarter growth in referral volume and conversion
• A consistent pipeline of sector-specific testimonials and case studies
• Increased engagement with emails, webinars, and partner resources
• Improved client retention and NPS across core customer segments
• Strong presence of Gelt clients and partners in our public brand narrative

What You Bring

• 3–5 years experience in customer marketing, lifecycle, or advocacy—preferably in a client services, fintech, or SaaS environment
• Experience generating high-quality client stories and testimonials at scale
• Strong written communication and interviewing skills
• Detail-oriented project manager who can juggle multiple campaigns and deadlines
• Familiarity with CRM/email platforms (e.g., Hubspot), survey tools, and basic design/video editing platforms
• Bonus: Experience in tax, financial services, or as a CPA is a strong plus

Why Join Gelt

At Gelt, we don’t just file taxes—we build wealth strategies. You’ll play a key role in connecting that mission to the clients we serve, helping them feel supported, celebrated, and inspired to share their experience with others.

Apply

Email your CV and a short cover letter indicating your passion for the position to careers@joingelt.com