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Client Relations Specialist

2 months ago

Layton, Utah, United States Guidant Financial Full time
About Guidant Financial

Guidant Financial is a growing and stable company that offers innovative funding solutions and technology to help entrepreneurs start and grow their small businesses.

The Role

We are seeking a highly motivated and detail-oriented Client Relations Specialist to join our team. As a Client Relations Specialist, you will play a critical role in supporting our Bookkeeping and Tax Services department by coordinating client communications, department workflows, and processing responsibilities.

Key Responsibilities
  • Lead client communication processes, triage, and answer technical accounting, product, pricing, and process questions with varying complexity.
  • Manage and prevent client escalations leveraging customer service 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 services 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.
Requirements
  • 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 to 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.
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.

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.