Client Relations Specialist

Job Summary

A company is looking for a Client Relations Specialist to assist entrepreneurs in launching their businesses.

Key Responsibilities

• Lead onboarding meetings and guide clients through service setup and expectations
• Educate clients on accounting best practices and support technical setups
• Manage client communications and proactively oversee workflows for a smooth onboarding experience

Required Qualifications

• Must be 18 years of age
• 3+ years of client service experience handling complex requests
• 1-3 years of bookkeeping experience in a multi-client environment preferred
• Robust understanding of small business accounting and tax services
• Proficiency in QuickBooks Online (certification preferred)