This is a fantastic opportunity to work from the comfort of your own home as a Client Relations Specialist with a reputable and thriving company. The role requires a 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
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off
- 11 Paid Holidays
