Client Relations Specialist

This is a fantastic opportunity to work from the comfort of your own home! As a Client Relations Specialist, you'll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey.

Requirements

• Lead onboarding meetings and guide clients through their service setup and expectations
• Educate clients on accounting best practices and software (e.g., QuickBooks Online)
• Support technical setup including bank feeds, integrations, payroll imports, and account connections
• Manage client communications, answering questions related to accounting, services, pricing, and processes
• Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
• Proactively manage client workflows and timelines to ensure a smooth onboarding experience
• Resolve client issues and prevent escalations through strong problem-solving and communication
• Collaborate with internal teams to coordinate client needs and improve processes
• Build a strong understanding of small business operations across various industries

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 culture
• Empowering equity and inclusion