Act as the main point of contact for client inquiries via phone, email, and chat
Handle client concerns with care and urgency, ensuring swift resolution of issues
Lead clients through a seamless onboarding process
Facilitate and prepare proposals for both new and existing clients
Audit service processes to ensure adherence to best practices
Work closely with internal teams to ensure client expectations are met

Requirements

Advanced level of English & Spanish
Prior experience in customer service or customer success roles
Bachelor’s degree in Administration, Finance, Accounting, or related field
Prior client-facing experience in accounting, tax, finance, or consulting firms
Prior experience using HubSpot is a plus
Intermediate Google Apps & Microsoft Office skills (Outlook, Word, Excel, and PowerPoint)

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer servicecustomer successclient onboardingproposal preparationservice process auditingaccountingfinancetaxconsulting

Soft Skills

communicationproblem-solvingurgencyclient relationship managementcollaboration