Client Relations Specialist - Bookkeeping - Remote | WFH

Job Opportunity: Remote Client Relations Specialist

• Location:** Fully remote work from home opportunity available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO. • Salary:** $57,000 - $62,000 annually... Are you passionate about supporting entrepreneurs in realizing their dreams of building their own companies? We are on a mission to increase the success rate of small businesses across the country. Our team has already facilitated $5B of funding, helping launch over 20,000 businesses and creating nearly 100,000 jobs. We achieve this by offering innovative funding solutions and leveraging cutting-edge technology to support entrepreneurs in starting and growing their businesses. We're not just about assisting entrepreneurs; we want our employees to feel empowered to make a significant impact on our clients and their own careers. • *Our Values** •

Adaptability:

Embrace change and opportunities for growth. •

Connection:

Lift others up and foster growth. •

Excellence:

Thrive outside your comfort zone and strive for continuous improvement. • *The Role** We are currently seeking a Remote Client Relations Specialist to join our team. In this role, you will provide support to the Bookkeeping and Tax Services department by coordinating client communications, managing workflows, and handling various processing responsibilities with moderate autonomy. • *Key Responsibilities** • Lead client communication process, addressing technical accounting, product, pricing, and process inquiries of varying complexity. • Manage and resolve client escalations using customer service skills and technical knowledge. • Guide clients through product changes and follow up on resolutions. • Prepare and clarify add-on billing charges and process client terminations. • Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients across multiple industries. • Understand client business models to provide tailored support and advice. • Contribute to department and team projects as required. • *Requirements** • Bachelor's degree in Business, Accounting, or Finance, or equivalent experience. • Proficiency in QuickBooks Online (QBO) is highly desired. • 3 years of progressive bookkeeping experience in a multi-client environment. • 3 years of client servicing experience for small business owners. • Excellent verbal and written communication skills. • Proficiency in Microsoft Office suite. • Strong problem-solving and critical thinking abilities. • Ability to work independently in a remote environment. • *Other Requirements** • Must pass a background check. • Must meet remote work requirements, including a dedicated workspace and high-speed internet. • *Benefits** •

Career Growth:

Opportunities for ongoing training and career advancement. •

Wellness:

Comprehensive health coverage, paid parental leave, 401k match, paid time off, and holidays. •

Flexible Work Arrangements:

Enjoy the autonomy of working from your home office with company-provided equipment. •

Awesome Culture:

Be part of an inclusive and supportive work environment. •

Empowering Equity and Inclusion:

Have a voice and be supported in an inclusive workplace. This is a fully 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. Employment Type: Full-Time Apply Job!