Client Relations Specialist

A fully remote Client Relations Specialist position with a reputable and thriving company, offering a $60,000 annual salary and comprehensive benefits. The role involves guiding clients through onboarding and supporting them throughout their journey, with a focus on customer experience, accounting knowledge, and operational coordination.

Requirements

• 3+ years of client service experience handling complex requests
• 1–3 years of bookkeeping experience (multi-client environment preferred)
• Robust understanding of small business accounting and tax services
• Proficiency in QuickBooks Online (certification preferred)
• Excellent communication skills—both written and verbal
• Robust organizational skills with the ability to manage multiple clients at once
• Critical thinking, problem-solving, and attention to detail
• Proficiency with Microsoft Office tools (Excel, Outlook, Teams)

Benefits

• Comprehensive health coverage (with a free premium option)
• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible work arrangements
• An amazing company culture
• Empowering equity and inclusion