Client Relations Specialist Bookkeeping (Remote)

Are you passionate about empowering entrepreneurs to realize their dreams of building successful businesses? Join our innovative team and contribute to our mission of increasing the number of people who succeed in small business ownership. To date, we’ve facilitated over $5 billion in funding, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We’re seeking a talented Client Relations Specialist to deliver exceptional service and support to our clients across the country.

In this fully remote role, you’ll have the opportunity to work with a growing and stable company, enjoying the flexibility and work-life balance that comes with a remote position. You’ll be part of a team that values adaptability, connection, and excellence, where you’ll be empowered to make a meaningful impact on our clients and your career.

Key Responsibilities

• Lead communication processes with clients, triaging and answering technical accounting, product, pricing, and process questions with varying complexity.
• Manage and prevent client escalations by leveraging exceptional customer service and problem-solving skills, combined 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 and industries.
• Understand client business models to provide tailored support with products, processes, and client relations.
• Advise on client communication and best practices.
• Support maintenance, onboarding, and tax teams with phones or email, as needed.
• Contribute to department and team projects.

Qualifications

• Bachelor’s degree in Business, Accounting, or Finance, or equivalent experience.
• 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.
• Strong understanding of small business accounting and tax services.
• Superior verbal (phone) and written communication skills, with the ability to read and adapt to your audience.
• Excellent working knowledge of Microsoft suite, including Excel, Outlook, and Teams.
• Strong skills in problem-solving, process improvement, critical thinking, and prioritization.
• Ability to work in an autonomous environment as a self-directed, independent worker.
• Commitment to creating an inclusive workplace where everyone feels a sense of belonging and is empowered to speak up, ask questions, and be seen.

Additional Requirements

• Must pass a background check.
• Must meet work from home requirements, including a dedicated workspace and high-speed internet.
• Complete continuing education based on current certifications.

What We Offer

• Competitive annual salary range: $57,000 – $62,000.
• Comprehensive benefits package, including health coverage options (with a free premium option), paid parental leave, and a generous 401(k) match.
• Generous paid time off: 3 weeks of vacation and 11 paid holidays per year.
• Flexible work arrangements and the ability to work from the comfort of your home office, with company-provided equipment.
• Ongoing training, career pathing, and supportive leaders (over 20% of our organization has been promoted into new roles in the last three years!).
• Award-winning company culture with opportunities to connect with senior leaders and participate in company sporting events.
• Inclusive work environment that values diversity, equity, and inclusion, giving employees a voice to speak up, be heard, and supported.

This is a fully and permanently 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.

If you’re excited about the prospect of joining a company that empowers entrepreneurs and values its employees, we encourage you to apply today!

Employment Type: Full-Time