Bookkeeping Relations Specialist
4 days ago
Guidant Financial is seeking a highly skilled and motivated Client Relations Specialist to join our team.
The ideal candidate will have a strong background in bookkeeping and tax services, with excellent communication and problem-solving skills.
This is a fully remote opportunity, allowing you to work from the comfort of your own home.
The salary for this position is between $57,000 - $62,000 annually.
As a Client Relations Specialist, you will be responsible for:
- Leading communication with clients, triaging and answering technical accounting, product, pricing, and process questions
- Managing and preventing client escalations, leveraging customer services and problem-solving skills with technical and product knowledge
- Effectively guiding clients through product changes (upgrades or downgrades in service offerings) and following up on resolutions
- Preparing and explaining add-on billing charges
- Processing client terminations
- Delivering high-quality bookkeeping and tax services to a portfolio of clients of different sizes in multiple industries
- Understanding client business models to support with products, processes, and client relations
- Advising 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
- Perform other duties as required
Requirements:
- Must be 18 years of age or older
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience required
- Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired
- 3 years of progressive 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 accounting and tax services
- Superior verbal (phone) and written communicator who knows how read their audience
- Excellent working knowledge of Microsoft suite including Excel, 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 all our employees to speak up, ask questions, and be seen
Other Requirements:
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current certifications
Benefits:
- Our People are Key to Success: Work with a team of smart, creative, fun, and highly motivated people
- When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders
- Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave, and a generous 401k match
- Flexible Work Arrangements: Work from the enjoyment of your home office
- 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
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