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Client Relations Specialist - Remote

Posted 3 days ago
Customer Service
Full Time
USA
60000/year

Overview

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company.

In Short

  • Lead onboarding meetings and guide clients through their service setup and expectations
  • Educate clients on accounting best practices and software (e.g., QuickBooks Online)
  • Support technical setup including bank feeds, integrations, payroll imports, and account connections
  • Manage client communications, answering questions related to accounting, services, pricing, and processes
  • Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
  • Proactively manage client workflows and timelines to ensure a smooth onboarding experience
  • Resolve client issues and prevent escalations through strong problem-solving and communication
  • Collaborate with internal teams to coordinate client needs and improve processes
  • Build a strong understanding of small business operations across various industries

Requirements

  • You can simplify complex topics for clients
  • You stay organized and proactive in a fast-paced environment
  • You take ownership of client experience and outcomes
  • You’re comfortable working independently while collaborating with a team

Benefits

  • Empowerment to make a genuine difference for clients
  • Opportunity to work in a fully remote environment
  • Commitment to employee ownership and shared accountability
  • Supportive company culture focused on adaptability and connection
Guidant Financial logo

Guidant Financial

Guidant Financial is a reputable and thriving company dedicated to empowering entrepreneurs and enhancing the success of small businesses across the United States. With over 21 years of experience, Guidant has facilitated the launch of more than 20,000 businesses and contributed to the creation of nearly 100,000 jobs by providing innovative funding solutions and cutting-edge technology. The company values adaptability, connection, and excellence, fostering a culture that encourages personal and professional growth. Guidant Financial offers a fully remote work environment, competitive salaries, comprehensive benefits, and a commitment to equity and inclusion, making it an ideal place for motivated individuals to thrive.

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