Client Relations Specialist - Remote

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