Client Advisor
Job Summary
Serving as the primary point of contact for clients, the full-time Client Advisor will coordinate support across tax, bookkeeping, payroll, and advisory services, ensuring a high-touch experience while working remotely.
Key responsibilities:
- Act as the single, consistent contact for a portfolio of clients, guiding them through their journey and building trusted relationships
- Orchestrate service delivery across internal teams to ensure timely and seamless client support
- Proactively track client milestones and service delivery, addressing any issues to enhance client satisfaction and efficiency
Required qualifications:
- Proven success in a client-facing or account management role
- Experience coordinating services across multiple departments or specialties
- Understanding of SaaS products, accounting, tax, payroll, or related services is a plus
- Salesforce or equivalent CRM experience preferred
- Bachelor's degree is a plus
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 38,620 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
