Client Specialist - Remote

Overview

As a Client Specialist, you will be responsible for managing and supporting our Core Accounts within the Tax & Accounting sector, ensuring client satisfaction and driving retention.

In Short

• Manage and support Core Accounts in the Tax & Accounting sector.
• Ensure client satisfaction and drive retention.
• Identify opportunities for small-scale growth through user add-ons.
• Respond to customer inquiries and support requests promptly.
• Collaborate with internal teams to resolve client issues.
• Monitor product usage and customer engagement levels.
• Maintain accurate records of client interactions in the CRM.
• Participate in targeted campaign initiatives.
• Contribute to retention strategies for Core Accounts.
• Stay informed about product updates and tax workflow processes.

Requirements

• Bachelor’s degree in business, Communications, or related field.
• 0-1 year of experience in customer service or account management preferred.
• Excellent written and verbal communication skills.
• Strong customer service orientation.
• Proficiency in CRM systems and Microsoft Office Suite.
• Basic understanding of tax and accounting software preferred.
• Ability to manage multiple accounts and prioritize tasks.
• Attention to detail and basic problem-solving skills.
• Self-motivated and able to work independently.
• Strong work ethic and adaptability.

Benefits

• Flexibility and work-life balance policies.
• Career development and growth opportunities.
• Comprehensive benefit plans including health, dental, and vision.
• Paid leave and company-wide mental health days off.
• Retirement savings and tuition reimbursement.
• Access to Employee Assistance Program and fitness reimbursement.
• Two paid volunteer days off annually.
• Employee Stock Purchase Plan.
• Comprehensive paid time off policies.
• Market competitive compensation package.