Client Success Specialist

5 days ago


New York, New York, United States Wealthy Recruiting Full time
{"title": "Client Success Specialist", "content": "Job Summary

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.
Qualifications
  • 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.
  • Experience with financial software and applications is a plus.
What We Offer
  • Competitive 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.
", "lang_code": "en"}

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