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Hire the support your billable team needs to stay on client work

Business development, client coordination, proposal support, billing follow up and back office professionals from Latin America and the Caribbean, working your hours. They take the non-billable work off the people you bill for, and you get 3 to 5 matches in 48 hours.

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TRUSTED BY TEAMS WHOSE CLOUDTASK HIRES HAVE STAYED 5 TO 8 YEARS

TOP RATED TALENT

Meet the talent you could hire

A first look at the Top Rated talent already in the CloudTask talent network.

Get matched

How it works

How do I hire support talent for a professional services firm?

You do one thing: interview. We handle everything else.

Post the role

5 minutes. The role, the motion, the tools, the comp band. That is all we need to start.

Review your matches

3 to 5 matches in 48 hours.

Interview and hire

We coordinate interviews. On Managed Staffing, we also handle payroll and compliance across LATAM.

How it works

WHY TEAMS TRUST CLOUDTASK

What you get with every hire

Your working day, not a handover note

Latin America overlaps the US business day in real time. A client question at 11am is handled at 11am by someone who is already on the call, not summarized for a shift that starts after yours ends.

People who have worked inside client service

Every profile has worked where an external client pays for the output: service levels, deadlines that belong to someone else, and several accounts running at the same time. That is the habit that is hard to teach.

Pipeline that does not stop when the firm gets busy

At a firm that bills by the hour, prospecting is the first thing to slip. A dedicated person whose hours were never billable keeps outreach running through the months your team is fully booked.

A shortlist in days, not a search that stalls

3 to 5 matches in 48 hours, scored against your brief, so the support hire does not sit unopened while the partners argue about whether now is the right time.

WHY CLOUDTASK

Staffing with numbers behind it

10,000+

hires placed

since 2016

85%

still in seat

past 90 days

24 months

replacement guarantee

on Managed Staffing

countries

across Latin America and the Caribbean

SKILLS

Top capabilities to look for in client-facing support talent

At a firm that sells expertise, the client sees everybody. The person booking the call, chasing the document and sending the invoice shapes the relationship as much as the person doing the work. Check for these before anything else.

Writing that a client can receive

Clear, correct, appropriately formal email and chat that can go to a client without a partner rewriting it first. Ask for a real writing sample, not a description of one.
Several clients at once, without dropping one

Comfortable holding four or five accounts in parallel, each with its own deadline and tone, and knowing which one is closest to a problem today.
Proposal and document discipline

Can assemble a proposal, a statement of work or a report from existing material, keep versions straight, and get it out before the deadline rather than after the reminder.
Comfort with money conversations

Will chase an overdue invoice, explain a line on a bill and follow up again a week later without either apologizing for the firm or antagonizing the client.
Discretion with client information

Treats client material as restricted by default and understands that what one client says never travels to another, including as an anecdote in a sales call.
CRM and practice tooling

Works daily inside a CRM, a project tool and a document system, and learns yours quickly. Ask what a candidate actually did inside each tool, not which logos they recognize.

STAFFING

Sub-segments we staff talent for

Management and strategy consultancies

Outbound prospecting and lead qualification, proposal and RFP support, client scheduling, and the research and deck preparation that consultants otherwise do at night.
Accounting, bookkeeping and advisory firms

Client onboarding and document chasing, appointment setting for advisory conversations, invoicing and collections follow up, and administrative support through busy season.
Marketing, creative and digital agencies

Account coordination, reporting and status updates, new business development, and the operations work that keeps producers and strategists on client deliverables.
Recruiting, staffing and outsourcing firms

Sourcing support, candidate and client coordination, CRM and ATS hygiene, and the follow up that keeps both sides of a placement moving.
Specialist B2B service firms

Engineering, IT services, training and compliance practices that sell expertise by the project and need a business development and client operations layer around it.

PRICING MODEL

Managed Staffing.

The role runs best with structure underneath it, not another manager on top. You direct the work. We handle payments, compliance and everything else.

Pay

One monthly rate

All in, per person. Quoted before you interview.

In the monthly rate

Sourcing from our talent network
Screening and vetting
Worker payments
Compliance and admin
Onboarding, day 0 to 60
Check-ins and escalation
24 month replacement guarantee
Health coverage (available on request)
Equipment (available on request)

Stays with you

The work itself
Priorities and direction
Who you hire

$299 to start your search. One time, not a subscription. Applies to your first placement.

Start your search

PRICING MODEL

Direct Hire.

Direct Hire is open to every role we place. We find the person, vet them, and hand them over. You employ them, you manage them, you own the relationship from day one. Roles that create demand usually land here, because live call feedback and daily coaching work best coming straight from your sales leader, and there is no minimum term.

Pay

20% to 30%

Of first-year base salary. One time, quoted per role, paid when they accept.

In the fee

Sourcing from the CloudTask staffing and recruiting company
Screening and vetting
Shortlist of matched candidates
Interview coordination
Offer support
6-month replacement guarantee. One replacement, same job description.

Yours when they accept

Employment and payroll
Compliance and employment administration
Ongoing management
Time and activity tracking
Health benefits and equipment benefits

$299 to start your search. One time, not a subscription. It applies to your buyout or toward your first placement.

Start your search

How CloudTask compares

Run the numbers. We did.

You do one thing: interview. We handle everything else.

Swipe to compare

		US Direct Hire	Staffing Agency
Time to First Interview	48 hours	3 to 6 weeks	2 to 4 weeks
Payroll & Compliance	Included	You manage	Included in rate
Vetting Process	Human + AI verified	You screen	Recruiter screened
Candidate spam	Screened out before you see a profile	Common	Low
Tool Verification	Verified per candidate	Self-reported	Rarely verified
Free Replacements	24 months on Managed Staffing, 6 months on Direct Hire	None	Variable

See all comparison

Testimonials

Trusted by teams that hire with us

LATAM has been a gold mine for talent. Our CloudTask hires understand our company culture and mission, and they connect with our customers in a way that drives high NPS and CX scores.

David Barrett CEO, Expensify
At first we were an SF-based team only. Then I met Amir Reiter back in 2018. After visiting Medellín, I knew LATAM would be key to our growth and success.

Tim Zheng CEO, Apollo.io
After meeting my CX and CS team in Medellín, we immediately loved the culture and the work ethic. As a European-HQ company, we found LATAM to be perfect to service our American clients.

Carl Carell CRO and Co-founder, GetAccept

HIRING GUIDE

How to hire support talent for a consulting, accounting or agency firm

Firms in this category grow by referral and hire when a project lands, so the functions around the billable work tend to never get built at all. This guide answers what buyers at consultancies, accounting and advisory firms and agencies ask before they open a remote search, including the questions whose honest answer costs us the sale.

What roles can a professional services firm hire remotely from Latin America?

The roles that sit around the billable work rather than inside it: business development and outbound prospecting, client coordination and account management, proposal and RFP support, scheduling and executive assistance, invoicing and collections follow up, CRM and marketing operations, and research or document preparation.

What they have in common is that the work happens in your systems, your inbox and on your calls. Distance changes nothing about how any of it gets done.

Which roles does CloudTask not place for consulting and accounting firms?

We do not place the billable expertise itself. If you need a licensed accountant, a CPA, an auditor or a senior consultant who signs work and carries a client relationship on their own credential, a specialist search firm will serve you better than we will.

We are also not an accounting staffing agency, and it is worth saying plainly because that is the first search most firms in this category run. What we place is the layer around those people, so that the people you bill for spend their day on work you can bill.

What is the difference between a consulting agency and a staffing agency?

A consulting firm sells an outcome and owns how the work gets done. A staffing company sells access to people and leaves the direction of the work with you. The confusion is real, because many US firms do both and put both words in the company name, which is why a search for one returns the other.

CloudTask sits on the staffing side. You decide the work and who does it. On Managed Staffing we handle payments, compliance and employment administration underneath that.

What is the difference between a recruiter and a staffing agency?

A recruiter is usually paid to fill one seat and the relationship ends at the offer. A staffing company stays involved after the start date, and on some models employs the person directly.

That distinction matters more for a services firm than for most buyers, because you rarely hire once. You hire again every time a project lands. Ask any provider what happens in month 4, not only how quickly they can send you profiles.

Why does business development never get done at a firm that bills by the hour?

Because the same people are responsible for both and only one of the two is measured. An hour spent on outreach is an hour not billed, so prospecting is the first thing to slip the moment a project gets busy.

The result is a pipeline that fills when the firm is quiet and empties when it is full, which is the opposite of what you want. A dedicated person whose hours were never billable to begin with breaks that link.

How do you hire when the work is project based and the pipeline is uneven?

Separate the two kinds of need. Capacity that rises and falls with one engagement is not the same thing as the functions that run whether or not a project is live.

Business development, client coordination, billing and back office are the second kind. They are steadier than the delivery work they support, which is usually the argument for hiring them permanently. For the first kind, decide before the start date what happens when the engagement ends, because an undecided answer becomes an awkward one.

Who is the legal employer, and what happens to client confidentiality?

On Managed Staffing, CloudTask is the contracting party and handles payments and employment administration, and you direct the work. On Direct Hire, you employ and manage the person from day one.

Confidentiality stays yours in both cases. Decide before the start date which client files and systems the person needs, at what level of access, and who approves it. If your own client contracts restrict who may touch their material, read them before you open the role rather than after.

How do you interview for client-facing judgment and not only for polish?

Give finalists something real and unresolved. A client asking why an invoice came in above the estimate. A prospect replying to an outbound message with a question nobody at the firm has answered yet. A deadline that is going to slip and a client who does not know it yet.

Watch what happens before the answer: who they check with, what they commit to on their own, and whether they can say that they do not know without losing the room.

What are the red flags in an interview for a client-facing role?

• Promising the client something in the exercise that was never theirs to promise.
• No habit of writing down what was agreed on a call.
• Visible discomfort with money, from a rate question to an overdue invoice.
• Describing a previous client in detail that should never have left that room.
• A tool list with no example of what they did inside any of them.

How does CloudTask vet candidates before you meet them?

Every candidate is vetted before appearing on a shortlist and nobody is placed without your approval. You get 3 to 5 matches in 48 hours, scored against your brief, with the client-service experience stated on the profile rather than implied.

If the first matches are not right, we run the search again against the revised brief. $299 starts your search, one time, and it applies toward your first placement.

How is this priced compared with a staffing agency?

A traditional staffing agency bills an hourly rate with a markup for as long as the person is on assignment. CloudTask does not work that way. $299 starts your search, one time, and applies toward your first placement, so it is the first part of one cost rather than an extra one.

After that, Direct Hire is a placement fee and Managed Staffing is an all in monthly rate per person, quoted before you interview anyone. Managed Staffing carries a 24 month replacement guarantee with replacements not capped, and Direct Hire a 6 month guarantee.

FAQ

The fine print, in plain terms.

What is the $299 for?

It starts your search. One time, not a subscription. It applies to your first placement or toward a buyout, so it is not an extra cost, it is the first part of one.

Why is there no number on the monthly rate?

Because it depends on the role, the seniority and the country. We quote the all in monthly rate per person before you interview, so you know the number before you commit to anyone.

Who is the legal employer?

On Managed Staffing, CloudTask is the contracting party and handles payments and compliance, and you direct the work. On Direct Hire, you employ and manage the hire from day one.

How does tracking work, and can I turn it off?

On Managed Staffing, time and activity tracking is on by default. Talk to us about your setup when you start your search.

What happens if the person does not work out?

Both models carry a replacement guarantee: 24 months on Managed Staffing, 6 months on Direct Hire. On Managed Staffing, replacements are not capped. On Direct Hire, it is one replacement for the same job description.

Is there a platform or subscription fee?

No. $299 starts your search, one time, and applies toward your first placement. There is no subscription.

Do your candidates have professional services experience?

The profiles we match for this page have client-service work documented on their record: business development for an accounting firm, marketing and sales operations for an IT services and consulting firm, technical and commercial proposals inside a consultancy, client operations and collections inside outsourcing firms. When a brief needs something more specific, our recruiting network in the region runs a dedicated search for it.

Do you place accountants, auditors or senior consultants?

No. Anything that depends on a professional licence or on carrying a client engagement on an individual credential is outside what we do. We place the business development, client coordination, billing and back office layer around your qualified people.

Can they work inside our CRM, practice management or project tool?

Yes, through the same access process you would use for anyone else. You decide which systems the person needs and at what level, and your own controls and client agreements govern it. Ask candidates what they actually did inside each tool, because the answer varies a lot.

Ready to hire?

3 to 5 matches in 48 hours. Start with a quick role brief to get your shortlist.