Bookkeeping Relations Specialist
Guidant Financial - Mesquite, TX
posted 4 months ago
About the position
This is a fully and permanently remote work from home opportunity with Guidant Financial, a growing and stable company that is dedicated to helping entrepreneurs across the country realize their dreams of building their own businesses. The Client Relations Specialist will play a crucial role in supporting the Bookkeeping and Tax Services department by coordinating various client communications, managing department workflows, and processing responsibilities. The position offers moderate autonomy, allowing the specialist to lead the communication process with clients, triage and answer technical accounting questions, and manage client escalations effectively. The role requires a deep understanding of client business models to provide tailored support and advice on best practices in client communication. In this position, you will be responsible for delivering high-quality bookkeeping and tax services to a diverse portfolio of clients across multiple industries. You will guide clients through product changes, prepare and explain billing charges, and process client terminations. Additionally, you will support maintenance, onboarding, and tax teams as needed, contributing to department and team projects. The ideal candidate will thrive in an autonomous environment, demonstrating strong problem-solving skills, critical thinking, and the ability to prioritize tasks effectively. Guidant Financial values adaptability, connection, and excellence, and seeks individuals who are eager to embrace change, uplift others, and continuously improve processes. This role is an opportunity to make a significant impact on clients and contribute to the overall mission of empowering small business owners.
Responsibilities
- Lead communication process with clients.
- Triage and answer technical accounting, product, pricing, and process questions with varying complexity.
- Manage and prevent client escalations leveraging customer service 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.
- Deliver high quality bookkeeping and tax service to a portfolio of clients of different sizes in multiple industries.
- Understand client business models to support with products, processes, and client relations.
- Advise on client communication and best practices.
- Support maintenance, onboarding, and tax teams with phones or email, as needed.
- Contribute to department and team projects.
- Perform other duties as required.
Requirements
- Must be 18 years of age or older.
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience required.
- 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 who knows how to read their audience.
- Excellent working knowledge of Microsoft suite including Excel, Outlook, and Teams.
- Skills in problem solving, process improvement, critical thinking, prioritization.
- Ability to work in an autonomous environment where you can be a self-directed, independent worker.
- Ability to create an inclusive workplace where everyone feels a sense of belonging.
Benefits
- Paid parental leave
- Paid holidays
- Health insurance
- Paid time off
- Work from home
- 401(k) matching
