This is a fully remote position, open to applicants in Washington.

📋 Description

• Manage a portfolio of clients throughout their entire lifecycle

• Proactively identify customers at risk and work towards finding solutions

• Recognize and pursue opportunities for upselling and cross-selling

• Assist customers in navigating payroll obligations and compliance regulations

⛳️ Requirements

• Minimum of 2 years experience in one or more of the following areas: tax preparation, payroll administration, bookkeeping, or financial operations for small businesses

• At least 2 years in Customer Success, Account Management, or a similar client-facing position

• Proven experience working directly with clients in an advisory role

• Proficient and comfortable with using technology platforms

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage

• Generous parental leave policy

• Life insurance provided

• 401K plan with employer matching contributions

• Employee equity options available

• Paid volunteer time of up to 16 hours annually