Client Relations Specialist - Bookkeeping

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 bold vision of increasing the number of people who succeed in small business. To date, our team 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 beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.  

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Guidant financial 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

• Lead communication process with clients. Triage and answer technical accounting, 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, onboarding, 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 …