Business Development Liaison
hace 3 semanas
Guidant Financial is a company that provides innovative funding solutions and cutting-edge technology to help entrepreneurs start and grow their small businesses.
We're committed to empowering our employees to make an impact on our clients and their careers, while fostering a culture of inclusivity and equity.
Job Title: Client Relations SpecialistAbout the RoleThis is a remote Client Relations Specialist position that will support the Bookkeeping and Tax Services department by coordinating various client communications, department workflows, and processing responsibilities.
Key Responsibilities- Lead communication process with clients to address technical accounting, product, pricing, and process questions with varying complexity.
- Manage and prevent client escalations by leveraging customer services and problem-solving skills 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.
- Delist clients.
- 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.
- Understands small business accounting and tax services.
- Superior verbal (phone) and written communicator.
- Excellent working knowledge of Microsoft suite including Excel, Outlook, and Teams.
- Skills in problem-solving, process improvement, critical thinking, and prioritization.
- Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave, and a generous 401k match.
- Flexible work arrangements with company-provided equipment.
- Award-winning culture with opportunities to connect with senior leaders and participate in company sporting events.
- An inclusive work environment that empowers employees to speak up, be heard, and supported.
- Adaptability: We embrace opportunities to adapt and bring others along.
- Connection: We lift others up because when they grow, we grow.
- Excellence: We thrive outside of our comfort zone and strive for continuous improvement.
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