The Client Relations Specialist is a fully remote position at Guidant Financial, serving as the primary point of contact for clients in the Bookkeeping and Tax Services department. This role ensures a smooth client journey by providing education, support, and coordination throughout the service lifecycle.
What You'll Do
- Lead onboarding meetings and guide clients through their service setup and expectations
- Educate clients on accounting best practices and software (e.g., QuickBooks Online)
- Support technical setup including bank feeds, integrations, payroll imports, and account connections
- Manage client communications, answering questions related to accounting, services, pricing, and processes
- Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
- Proactively manage client workflows and timelines to ensure a smooth onboarding experience
- Resolve client issues and prevent escalations through strong problem-solving and communication
- Collaborate with internal teams to coordinate client needs and improve processes
- Build a strong understanding of small business operations across various industries
What We're Looking For
- You can simplify complex topics for clients
- You stay organized and proactive in a fast-paced environment
- You take ownership of client experience and outcomes
- You’re comfortable working independently while collaborating with a team
Technical Stack
- QuickBooks Online
Benefits & Compensation
- Fully remote work
- Opportunity to make a meaningful impact on entrepreneurs' success
- Being part of a company on the journey to becoming an ESOP (Employee Stock Ownership Plan), promoting shared accountability and long-term prosperity
Compensation: $60,000 annually. The company is on track to become an ESOP, offering future employee ownership potential.
Work Mode
Fully remote with work-from-home setup. Eligible locations include AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. Global work mode with full flexibility.
Guidant Financial is an equal opportunity employer committed to fostering a diverse and inclusive workplace.
