This is a fantastic opportunity to work from the comfort of your own home as a Client Relations Specialist. You will 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
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays
