Client Success Specialist
6 days ago
We are seeking a detail-oriented and proactive Client Success Specialist to join our team at Wealthy Recruiting. This role combines accounts receivable duties with a focus on customer success, ensuring a positive client experience throughout the process.
Key Responsibilities- Bookkeeping: Maintain accurate financial records and manage bookkeeping tasks.
- Accounts Receivable: Oversee accounts receivable functions, including invoicing, payment collection, and reconciliation.
- Customer Success: Ensure a positive client experience by addressing inquiries and resolving any issues related to invoicing and payments.
- Application Processing: Manage and process client applications, ensuring accuracy and completeness.
- Department Collaboration: Work closely with the applications department to streamline processes and resolve any application-related issues.
- Proven experience in accounts receivable, bookkeeping, or a related role.
- Strong understanding of financial processes and invoicing procedures.
- Excellent communication and customer service skills.
- Ability to handle multiple tasks and manage time effectively.
- Detail-oriented with strong organizational skills.
- Base salary of $70,000, plus performance-based incentives.
- Remote possibilities.
- Opportunity to contribute to a dynamic and growing company.
- Supportive and collaborative work environment.
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