Accounting Specialist Coordinator

4 days ago


Orlando, Florida, United States Client Matchmaking LLC Full time
Job Overview

We are seeking an experienced Accounting Specialist Coordinator to join our team at Client Matchmaking LLC.

As a highly skilled professional, you will be responsible for scheduling sales appointments for our valued service clients, which are mostly accounting firms.

The ideal candidate will have a minimum of 3+ years experience in customer service or client-facing roles, with excellent administrative skills, organizational skills, and the ability to communicate effectively over the phone.

Responsibilities:

  • Schedule sales appointments for our clients
  • Communicate updates, marketing directives, and opportunities for positive change directly with our clients

About Us:

Client Matchmaking LLC specializes in helping accounting and tax firms increase their revenue by connecting them with their ideal clients and enhancing their sales processes. Our unique approach involves qualifying leads, setting up meetings, and crafting strategic sales processes to ensure successful matches.

We provide comprehensive sales training for accounting professionals, covering how to run consultations, price services, and manage all business with tactical follow-up.



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