Client Advisor

This is a fully remote position, open to applicants in Alabama, +16 more states.

📋 Description

• Act as the main contact for a designated portfolio of clients.

• Assist clients throughout their entire experience with 1-800Accountant and foster trusted, long-lasting relationships.

• Oversee service delivery among bookkeeping, payroll, tax, and advisory teams.

• Monitor client milestones, usage, and the progress of service delivery.

• Identify potential client risks, obstacles, and points of confusion, advocating for their resolution.

• Organize and prepare internal expert appointments, including meetings with CPAs and bookkeepers.

• Guide clients on how to utilize the platform and encourage the adoption of tools and features.

• Comprehend clients’ businesses, challenges, and objectives to customize support accordingly.

• Address escalated client issues and coordinate solutions effectively.

• Recognize changing client needs and direct qualified leads to the Business Needs Analyst team.

• Maintain precise Salesforce records for interactions, service progress, engagement health, and outcomes.

• Assist in pod efficiency reporting and performance monitoring.

• Lead or support client onboarding and platform training initiatives.

• Identify recurring challenges and provide actionable insights to Product, Operations, and Leadership teams.

• Meet or surpass KPIs related to client satisfaction, service delivery efficiency, milestone achievement, and retention rates.

• Perform additional duties as assigned.

⛳️ Requirements

• Demonstrated success in a client-facing or account management position.

• Experience in coordinating services across various departments or specialties.

• Familiarity with SaaS products, accounting, tax, payroll, or related services is advantageous.

• Experience within fast-paced SMB environments is highly preferred.

• Proficiency in Salesforce or similar CRM systems is preferred.

• A Bachelor's degree is a plus.

• Outstanding verbal and written communication skills.

• Capability to convey technical or service-specific information in clear, client-friendly language.

• Strong interpersonal skills with the ability to cultivate long-lasting, trusted relationships.

• Highly organized and detail-oriented with the ability to manage multiple service workflows.

• Ability to facilitate seamless transitions between internal teams.

• Proficient in CRM systems.

• Ability to foresee and resolve client friction points.

• Excellent time management and multitasking abilities.

• Familiarity with company tools, services, and client workflows.

• Capability to educate clients on tool utilization and maximize platform adoption.

• Comfort in navigating and interpreting bookkeeping, tax, or payroll progress at a high level.

• Ability to identify service gaps or evolving client needs.

• Interest in pursuing a career in tax, accounting, or financial services is highly valued.

• Must be prepared for an increased workload during tax seasons and peak periods.

• Candidates must reside in AL, AZ, CT, FL, GA, ID, IN, IA, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, or WA.

🏝️ Benefits

• Basic Life Insurance and Long-Term Disability coverage.

• Optional medical, dental, vision, and disability insurance through United Healthcare.

• Short-Term Disability coverage.

• Critical Illness Insurance.

• Accident Insurance.

• Flexible/Dependent Care Spending options.

• Health Savings Accounts.

• Pet Insurance.

• 401K plan with company match and a vesting schedule after 6 months of employment.

• Paid Time Off (PTO).

• Paid sick leave.

• Bereavement leave.

• Paid company holidays.

• A focus on work/life balance.

• Opportunities for internal advancement.

• Flexibility in work arrangements.

• Access to advanced technology.

• Fully remote work environment.

• Eligibility for overtime with prior manager approval.