Guidant Financial is hiring a Client Relations Specialist to serve as the primary point of contact for clients in our Bookkeeping and Tax Services department. You will blend customer experience with accounting knowledge to guide clients from onboarding through ongoing support, ensuring a smooth and effective partnership through clear communication and operational coordination.
What You'll Do
- Lead onboarding meetings and guide clients through their service setup and expectations.
- Educate clients on accounting best practices and software, such as 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
- Must be 18 years of age.
- 3+ years of client service experience handling complex requests.
- 1–3 years of bookkeeping experience.
- Robust understanding of small business accounting and tax services.
- Proficiency in QuickBooks Online.
- Excellent communication skills—both written and verbal.
- Robust organizational skills with the ability to manage multiple clients at once.
- Critical thinking, problem-solving, and attention to detail.
- Proficiency with Microsoft Office tools (Excel, Outlook, Teams).
- Must pass a background check.
- Must meet work from home requirements (designated workspace, reliable high-speed internet).
- Complete continuing education based upon current certifications.
Nice to Have
- Bookkeeping experience in a multi-client environment.
- QuickBooks Online certification.
Technical Stack
- QuickBooks Online
- Microsoft Office (Excel, Outlook, Teams)
Team & Environment
You will work cross-functionally with internal teams in the Bookkeeping and Tax Services department. Our culture values adaptability, connection, and excellence, with an ownership ethos and opportunities to connect with senior leaders.
Benefits & Compensation
- Compensation: $60,000
- Comprehensive health coverage (with a free premium option).
- Competitive salary.
- Paid parental leave.
- Generous 401k match.
- 3 weeks of Paid Time Off plus 11 Paid Holidays.
- Flexible work arrangements from a home office with company-provided equipment.
- Ongoing training and career development opportunities.
- Inclusive work environment that values employee voices.
Work Mode
This is a remote position open to candidates in AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK.
Guidant Financial is an equal opportunity employer.
