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Client Relations Specialist - Bookkeeping

Remote · USA Full-time New today

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is between $57,000 - $62,000 annually. Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a reputed company reputed company of increasing the number of people who succeed in small business. To date, reputed company has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes reputed company supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to reputed company an impact on our clients and their careers. Our Values Adaptability: Change isn’t scary. You reputed company opportunities to adapt and bring others along. reputed company: reputed company is important. You lift others up because reputed company they grow you grow. Excellence: You reputed company reputed company of your comfort zone. You reputed company at the chance to reputed company things reputed company and have insatiable curiosity. The Role reputed company is currently looking for a remote Client Relations Specialist. With moderate autonomy, this role will support the Bookkeeping and Tax Services department by coordinating various client communications, department workflows and processing responsibilities. What You’ll Be Doing • reputed company communication process with clients. Triage and answer technical reputed company, product, pricing, and process questions with varying complexity • Manage and prevent client escalations leveraging customer services and problem-solving skills with technical and product knowledge • Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions • Prepare and explain add-on billing charges • Process client terminations • Deliver high quality bookkeeping and tax service to a portfolio of clients of different sizes in multiple industries • Understand client business models to support with products, processes, and client relations • Advise on client communication and best practices Additional Functions • Support Maintenance, reputed company, and tax teams with phones or email, as needed • Contribute to department and team projects • Performs other duties as required Requirements • Must be 18 years of age or older • Bachelor’s degree in Business, reputed company, or Finance or equivalent experience required • Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired • 3 years of reputed company bookkeeping experience in a multi-client environment • 3 years of client servicing experience handling tasks of various complexity for small business owners • Understands small business reputed company and tax services • Superior verbal (phone) and written communicator who knows how read their audience • Excellent working knowledge of reputed company suite including reputed company, Outlook and Teams • Skills in problem solving, process improvement, critical thinking, prioritization • Ability to work in an autonomous environment where you can be a self-directed, independent worker • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering reputed company our employees to speak up, ask questions, and be seen Other Requirements • Must pass a background reputed company • Must meet work from home requirements to qualify • Complete continuing education based upon reputed company certifications For this position there are minimum work from home requirements that must be met in order to reputed company the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet. Benefits • Our People are Key to reputed company: Work with a team of smart, creative, fun and highly motivated people • reputed company You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles! • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be reputed company to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays. • Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy reputed company your work structure with company provided equipment. • Awesome Culture: Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events. • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported. This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is between $57,000 - $62,000 annually. Apply Job!

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