Role OverviewWe’re seeking a Client Relations Specialist to serve as a trusted advisor for clients navigating bookkeeping and tax services. In this fully remote role, you’ll play a key part in shaping the client experience—from initial onboarding through ongoing support—by providing clear guidance and building confidence in financial management.
What You’ll Do
- Host onboarding sessions to walk clients through service setup, timelines, and expectations
- Explain accounting fundamentals and best practices in accessible, everyday language
- Assist with technical configurations such as bank feed connections, payroll imports, and software integrations
- Answer questions about services, billing, and account changes with clarity and care
- Guide clients through plan adjustments, including upgrades or downgrades
- Monitor progress and client needs to keep onboarding on track
- Resolve concerns quickly and effectively to maintain trust and satisfaction
- Work closely with internal teams to align support with client goals
- Develop a working knowledge of diverse small business models and operational needs
What We’re Looking For
- Ability to break down complicated financial concepts into simple, actionable steps
- Strong organizational habits and initiative in a self-directed environment
- A commitment to owning the client journey from start to finish
- Experience balancing independent work with team collaboration
Technology Used
You’ll work primarily with QuickBooks Online to support client setups and ongoing accounting needs.
Compensation & Benefits
This is a fully remote position available to candidates in select U.S. states. The annual salary is $60,000. The company is transitioning to an Employee Stock Ownership Plan (ESOP), offering team members a path to shared ownership and long-term value.
Work Environment
You must reside in one of the following states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, or OK. While the role is remote, this location requirement ensures compliance with state regulations.
Our Culture
We value people who adapt easily to change, build authentic relationships, and pursue continuous improvement. If you’re curious, client-focused, and driven to make a difference in how businesses manage their finances, you’ll thrive here.
