Client Relations Specialist - Onboarding
Guidant Financial, United States
Job Description
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.
Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.
Our Values
Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
The Role
Guidant financial is currently looking for a remote Client Relations Specialist. This role is responsible for the new client onboarding meeting for our Bookkeeping and Tax department and communications with clients throughout the onboarding process. This role will conduct client interviews to help our small business owners understand the scope of the services provided, educate on accounting and tax best practices, and guide clients through the fundamentals of the accounting software. This role will also support the Onboarding Manager and accountants on various client communications and workflow coordination.
What You’ll Be Doing
- Conduct client interviews to onboard new clients to platform
- Effectively outline the client journey to client audience, setting expectations for needs and deliverables and ensuring timely completion of the onboarding process
- Support clients through the technical aspects of setting up bank feeds, accounting software connections, import automation, payroll import, vendor creation, and applicable logins
- Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions
- Develop and understanding of small business clients’ business models and deliver high quality services to various clients in multiple industries
- Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity
- Manage and prevent client escalations leveraging customer services and problem-solving skills with technical and product knowledge
- Advise on client communication and best practices
Additional Functions
- Support Maintenance, onboarding, and tax teams with phones or email, as needed
- Contribute to department and team projects
- Performs other duties as required
Requirements
- Must be 18 years of age or older
- 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 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
Other Requirements
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current certifications
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.
Benefits
- Our People ar