Business Development Liaison

hace 3 semanas


Colombia Guidant Financial A tiempo completo
About Guidant Financial

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 Role

This 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
  1. Lead communication process with clients to address technical accounting, product, pricing, and process questions with varying complexity.
  2. Manage and prevent client escalations by leveraging customer services and problem-solving skills with technical and product knowledge.
  3. Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions.
  4. Prepare and explain add-on billing charges.
  5. Process client terminations.
  6. Delist clients.
Requirements
  1. Bachelor's degree in Business, Accounting, or Finance or equivalent experience.
  2. Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired.
  3. 3 years of progressive bookkeeping experience in a multi-client environment.
  4. 3 years of client servicing experience handling tasks of various complexity for small business owners.
  5. Understands small business accounting and tax services.
  6. Superior verbal (phone) and written communicator.
  7. Excellent working knowledge of Microsoft suite including Excel, Outlook, and Teams.
  8. Skills in problem-solving, process improvement, critical thinking, and prioritization.
What We Offer
  • 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.
Our Values
  • 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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